Search ResultsShowing 1 - 10 of 100+ results for Michelle Baltazar
You got me at like: Advisers tap social to retain clients
MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference.
Can Hollywood turn advice mainstream?
MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity.
Advice is a sea of sameness
HARRISON WORLEY AND MICHELLE BALTAZAR  |  WEDNESDAY, 10 OCT 2018
Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness".
Banking remuneration practices to blame for misconduct
MICHELLE BALTAZAR  |  FRIDAY, 28 SEP 2018
The industry's remuneration practices and policies played a major role in the banking misconduct uncovered by the Royal Commission Inquiry, the interim report found.
Last chance to participate in the annual FS Managed Accounts Survey
MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
Financial Standard is calling on financial advisers to have their say in an annual managed accounts survey, after research shows a spike in the number of products and services launched since last year.
Poor tech derails financial services marketing: Study
MICHELLE BALTAZAR  |  MONDAY, 30 JUL 2018
Inefficient marketing technology poses more roadblocks for financial services marketers than competitor products or management buy-in, a new study shows.
2018 FICAP 'Who Wants to be a Rockstar' raises over $300k
MICHELLE BALTAZAR  |  FRIDAY, 23 MAR 2018
Research analyst by day, Rockstar by night. George Hadja from Montgomery Investment Management took home the coveted 2018 Rockstar of the Year Award at an industry fundraiser organised by the Finance Industry Community Aid Program (FICAP) in Sydney ...
Netwealth lists on ASX
JAMIE WILLIAMSON AND MICHELLE BALTAZAR  |  MONDAY, 20 NOV 2017
Netwealth was admitted to the ASX's official list following its successful initial public offering.
For Stanford Brown, life begins at 30
MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
Sydney-based financial planning group Stanford Brown doesn't do things by halves. On the eve of its 30th anniversary, it announced a string of initiatives that sets it apart from traditional advice businesses.
Mason Stevens expands fixed income, appoints SMA manager
MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
Managed accounts provider Mason Stevens has appointed a fixed income specialist and an SMA manager as part of its growth plans.
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