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Socio-emotional wealth key to keeping business in the family: KPMG

HARRISON WORLEY  |  MONDAY, 28 MAY 2018
... socio-emotional wealth. KPMG enterprise partner Dominic Pelligana said if current and future family business leaders were not aligned on issues of market opportunities and outlook, family socio-emotional wealth could be affected. "This lack of alignment ...

Chief economist update: Erdogan's Turkey is cooked

BENJAMIN ONG  |  FRIDAY, 25 MAY 2018
I'm all for transparency but some discussions or disagreements are better resolved behind closed doors. Not for the limelight/spotlight-hogging president of the US. Donald Trump didn't take to Twitter this time, he penned an open letter to tell ...

Molopo restrained ahead of AGM

ALEX BURKE  |  THURSDAY, 24 MAY 2018
... Hartnell, which represented Aurora in its application to the Takeovers Panel. Finally, Roger Corbett was both singled out as not having relevant experience and also having views on marriage equality that "do not appropriately reflect our modern society's ...

Aussie funds can benefit from FTA with EU: FSC

KANIKA SOOD  |  THURSDAY, 24 MAY 2018
... Agreement (DTA) with Luxembourg which has the second largest funds management industry in the world. "If a DTA with Luxembourg is not put in place, consumers of financial services are likely to miss out on substantial gains from any free trade agreement ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... businesses like Suncorp Advice are beginning to see the need for a technology provider whose approach to business is as a partner, not just a vendor," Saiz added. "The great thing about being a cloud based, open architect software service means that ...

Chief economist update: Fed will go hiking in June

BENJAMIN ONG  |  THURSDAY, 24 MAY 2018
... sure a month the FOMC minutes were released, to 100% certain a week prior, to just 90% after. This is because the FOMC is not so sure about inflation's trajectory. "...it was premature to conclude that inflation would remain at levels around 2 percent ...

Netwealth affirms value of financial literacy

HARRISON WORLEY  |  WEDNESDAY, 23 MAY 2018
... educating Banqer kids with tangible and valuable life skills. It provides an opportunity for them to experience managing money and not just to learn the theory," Heine said. In 12 months, about 72% of kids have experienced creating their own CV, while ...

TAL bolsters mental health capabilities

HARRISON WORLEY  |  WEDNESDAY, 23 MAY 2018
... well," Baird said. "The training for our people leaders was developed in partnership with SuperFriend. We understand that it's not always easy to have sensitive conversations around mental health in the workplace and this practical program will help ...

Spaceship looks outside of superannuation

KANIKA SOOD  |  WEDNESDAY, 23 MAY 2018
... the move sprung from member feedback from millennials who wanted to invest their after-tax savings from their salary but did not know where to start. "A lot of millennials are saying that wealth management products are difficult to use and what we are ...

Insurtechs must work with incumbents: EY

KANIKA SOOD  |  TUESDAY, 22 MAY 2018
... themselves as enablers of the insurance value chain, while a quarter believed they 'complemented' it. Despite self-identifying not as sharks but new entrants who could co-exist peacefully with the giants in the insurance ecosystem, 81% of the respondents ...