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Showing 91 - 100 of 663 results for Michelle Baltazar

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
Client data processing has always been a perennial pain in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that. Platform provider netwealth and software solutions ...

Funds under management to hit $8tr by 2035: research

MICHELLE BALTAZAR  |  FRIDAY, 19 FEB 2016
Competition will intensify among the country's largest fund managers as research forecast the size of the wealth management market to reach $8 trillion by 2035, at a bare minimum. In the latest Rainmaker Roundup report on funds under management (FUM) ...

Adviser roadshow shines light on modern-day advice

MICHELLE BALTAZAR  |  THURSDAY, 18 FEB 2016
Financial advisers took home plenty of business tips at an adviser roadshow yesterday - and many of them are refreshingly unconventional. The main function centre of Doltone House, overlooking the waterfront view of Jones Bay Wharf in Sydney, was the ...

Advisers under the Periscope

MICHELLE BALTAZAR  |  THURSDAY, 4 FEB 2016
The annual Business Innovation and Social Advice Summit hosted by The Social Adviser is kicking off next week, with financial advisers given the option to follow select sessions through Periscope. Periscope is the new livestreaming video app launched ...

Women in Super names recipients of 2015 NSW scholarship program

MICHELLE BALTAZAR  |  MONDAY, 7 DEC 2015
Christmas has arrived three weeks early for five Women in Super (WIS) members who became the latest recipients of the association's scholarship program. Now in its fifth year running, the NSW Women in Super scholarship programs are designed to help ...

The world of ASFA according to Twitter

MICHELLE BALTAZAR  |  TUESDAY, 1 DEC 2015
A rocket scientist, an Oscar winner and a literary figure walked into a bar. No, wait, a superannuation conference. It was the superannuation conference that launched a thousand tweets. 1,493 to be exact over a three-day period. This may sound miniscule ...

Culture is the 'glue' that drives growth

MICHELLE BALTAZAR  |  FRIDAY, 30 OCT 2015
An advice business with the right vision and the right structure but with the wrong culture is destined to fail, research has found. Organisational leadership expert David Peake, chief executive of Team Gene, said at the AFA conference in Cairns this ...

Women to inherit 70% of intergenerational wealth: report

MICHELLE BALTAZAR  |  MONDAY, 26 OCT 2015
The stakes are high when it comes to providing financial advice to women, particularly as they are predicted to inherit the bulk of the intergenerational wealth transfer in the next few decades; yet at the same time, are hampered by lower pay and earnings ...

HNW Planning ramps up high-touch advice with netwealth managed accounts

MICHELLE BALTAZAR  |  FRIDAY, 16 OCT 2015
HNW Planning has struck a managed accounts deal with platform provider netwealth in its ongoing bid to deliver cutting-edge financial advice to its clients. The NSW-based dealer group's principal Robert Cumming said that they have for the past two years ...

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR  |  MONDAY, 28 SEP 2015
The next generation of financial advisers are in an enviable position to offer investment solutions that have long eluded their predecessors. Mark Nagle, executive director at Treysta Financial Life Management, explains how managed accounts have transformed ...