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Showing 61 - 70 of 434 results for Emma Rapaport

TRIS tops adviser query list

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
Transition to retirement income streams strategies remain a priority for financial advisers according BT Financial Group. The BTFG Advice Technical division said in its September quarter round-up the business found the top two queries made by financial ...

Industry fund appoints governance and risk head

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
An industry superannuation fund is meeting the increasingly complex nature of the super system head on with the appointment of an executive officer, governance and risk. Natalie Alford, formerly of APRA, will lead the Equip Super's governance, risk ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
Socially mindful and environmentally conscious millennials are driving a shift in how the ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing, according to the latest research. The Global Family Office ...

Former Financial Wisdom adviser banned

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
A former authorised representative of Financial Wisdom has been permanently banned from providing financial services. Koresh Daniel Houghton was found to have engaged in misleading, deceptive and dishonest conduct and failed to act in his clients' best ...

BigTech: The next frontier for high-net-worth investors

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
High-net-worth individuals could soon turn to Apple, Google, Amazon and Facebook for wealth management needs according to latest research from Capgemini. In its 2017 World Wealth Report the consulting firm found BigTech is casting a long shadow in wealth ...

Advisers face tax registration risk

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
About one-fifth of financial advisers are at risk of being unable to legally charge for the tax advice they provide according to the Tax Practitioners Board. Data released by the board yesterday shows that of the 1100 renewal reminder emails sent to ...

Industry body questions AFCA funding model

EMMA RAPAPORT  |  THURSDAY, 28 SEP 2017
Funding of the newly established Australian Financial Complaints Authority must be fairly distributed across the financial services industry to reflect the accountability of each sector. In its submission to the Senate Standing Committee on Economics ...

NZ Super Fund posts record returns

EMMA RAPAPORT  |  THURSDAY, 28 SEP 2017
New Zealand's sovereign wealth fund had one of its best years yet posting an annual return of more than 20%. For the 12 months to 30 June 2017, the New Zealand Superannuation Fund turned in a 20.71% (after expenses, before tax) return. This follows ...

Trusted advice solves investor confusion: Research

EMMA RAPAPORT  |  WEDNESDAY, 27 SEP 2017
What Australian investors say and what they do appear to be two different things when it comes to investment strategy, according to latest research. In a survey of individual investors from around the world, Natixis Global Asset Management found Australian ...

Family offices put focus back on equities: Research

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
Asia-Pacific family offices have recorded strong performance off the back of developed-market equities and private equity, according to latest research. In a survey of principles and executives among 262 family offices, the Global Family Office Report ...