Advice that spans three generationsBY MICHAEL HOBBS | THURSDAY, 24 APR 2008 12:56PMIOOF group has developed a service to help financial planners build a relationship with GenX and GenYers through their baby boomer parents. |
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APRA 'continuing to monitor' UniSuper outage
UniSuper has commenced the restoration of its services, as APRA confirms it is monitoring the situation.
Morningstar unsure if KKR's Perpetual bid benefits shareholders
Morningstar has maintained its fair value estimate of $26 per share for Perpetual stock, even after KKR confirmed it will buy its wealth management and corporate trust businesses yesterday.
SMC says 'reckless' plan could cost taxpayers $1tn
Super Members Council has slammed the Coalition's super for housing plan yet again, saying it could cost taxpayers.
Advisers must unite for major reforms: SIAA
Financial advisers will need to band together to successfully get through another of period of reforms that will ultimately make advice accessible and affordable, this year's Stockbrokers and Investment Advisers Association (SIAA) Conference will hear.
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Why advisers should consider offering general insurance to HNW clients
I have read many articles over the years about servicing high-net-worth (HNW) clients in the financial services industry.
The role of AI in financial planning: Insights from the US
Ever since ChatGPT burst onto the scene late last year, generative AI has been front and centre of business discussions and financial planning, just like ...
Considerations when nominating a charity for your super upon death
There has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this.
The end of free money
With institutional investors prudently reassessing their risks in current market conditions and seeking safe havens in alternatives such as secured private ...
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Robert De Dominicis
CHIEF EXECUTIVE OFFICER
GBST HOLDINGS LIMITED
GBST HOLDINGS LIMITED
It was during a family sojourn to the seaside town of Pescara, Italy, Rob DeDominicis first laid eyes on what would become the harbinger of his future. Andrew McKean writes.
