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Showing 141 - 150 of 631 results for Michelle Baltazar

Griffith resigns from Count Financial

MICHELLE BALTAZAR  |  THURSDAY, 28 OCT 2010
Following the surprise resignation of long-time employee Rachel Griffith from Count Financial this month, the group said it hopes to recruit a new research and product manager by December. Count Financial issued a brief ASX statement last Friday stating ...

Fox elected AFA president

MICHELLE BALTAZAR  |  WEDNESDAY, 27 OCT 2010
Brad Fox is the AFA's newly-elected national president, taking over a two-year term alongside new vice president Adam Smith. Fox, previously on the AFA board as the representative of the GenXt (AFA's sub-group of members made up of the younger advisers) ...

AFA promotes female advisers

MICHELLE BALTAZAR  |  TUESDAY, 26 OCT 2010
The Association of Financial Advisers (AFA) is addressing gender diversity in financial planning by launching an award dedicated to outstanding female financial advisers. The first AFA Female Adviser of the Year will be awarded at the 2011 conference ...

AFA pledges support for advice campaign

MICHELLE BALTAZAR  |  MONDAY, 25 OCT 2010
The Association of Financial Advisers (AFA) is calling on its members and supporters to raise $500,000 by the end of the conference to fund a campaign designed to highlight the benefits of good financial advice. Ron Lambert, a financial adviser and ...

AXA IM gains more from European property

MICHELLE BALTAZAR  |  TUESDAY, 19 OCT 2010
The time is ripe for investors to boost their allocation into European property, with likely returns as high as 30 per cent as the sector comes out of one of the worst periods for global real estate. Kiran Patel, global head of research and strategy ...

Rise of the new rich

MICHELLE BALTAZAR  |  TUESDAY, 12 OCT 2010
Financial planners have a new tool on hand to work out how best to cater for their next generation of clients following a new wealth report that shows which countries are breeding more billionaires and how they are investing their money. For decades ...

AMIST Super takes driver's seat on cash and bonds

MICHELLE BALTAZAR  |  TUESDAY, 12 OCT 2010
AMIST Super makes full use of its newly-established internal investment team by taking a cash mandate in-house and working closer with one of its existing fund managers on a bond mandate. In August, AMIST hired Megan Pham, formerly the assistant investment ...

AXA Aus launches adviserweb

MICHELLE BALTAZAR  |  TUESDAY, 28 SEP 2010
AXA Australia hopes to fast track the way practice principals and advisers access their clients' data through adviserweb, a new website that houses insurance, pension and investment data under one roof. Cam Cimino, AXA's general manager in digital business ...

Challenger to open redemptions on mortgage fund

MICHELLE BALTAZAR  |  WEDNESDAY, 15 SEP 2010
Challenger's Howard Mortgage Fund proposes to make $850 million of funds available for investor redemptions by Christmas, as part of a major restructuring to improve returns and liquidity. In a statement, Challenger said it will ask all its mortgage ...

Birth of the iPad adviser

MICHELLE BALTAZAR  |  WEDNESDAY, 8 SEP 2010
Dealer group Synchron's training conference next month for its financial advisers will be run entirely on an iPad, setting a technological milestone in the planning industry. Some 50 financial advisers who are attending the group's Next Generation Training ...