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Showing 11351 - 11360 of 29084 results for "PRI"

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
After 25 years Financial Recruitment Group founder Judith Beck will no longer recruit, opting to instead focus her energy on the rapidly growing association Financial Executive Women. Beck said FRG will continue to consult directly to organisations ...

The Fed's aware of building imbalances

BENJAMIN ONG  |  TUESDAY, 28 NOV 2017
Watching Wall Street break one record high after another make it very tempting to join the herd or raise allocation of US equities in portfolios. There's the fear of missing out (FOMO) and then there's the shorts that, time and again in the current ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Nineteen Financial Planning Association members from across Australia completed a grueling seven-day, 726-kilometre fundraising ride in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need. This year ten FPA ...

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Financial planners attempting to create a one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory ...

Fund managers should have personal stake: Poll

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Fund managers should 'put their money where their mouth is' and have a personal stake in the funds they manage, Financial Standard's weekly poll results show. About 80% of respondents either agree or strongly believe this statement, indicating portfolio ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise. According to Australian Unity Trustees, Australia's ageing population ...

Lapse rates review anxiety unfounded: ASIC

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Anxiety around ASIC's life insurance policy lapse rates review among financial advisers is "misplaced" as only the most serious misconduct would result in severe penalties, a senior official said. ASIC senior executive leader of the financial advisers ...

New investment consultant for $2bn industry fund

EMMA RAPAPORT  |  MONDAY, 27 NOV 2017
An industry super fund with $2 billion under management has ended its nine-year relationship with JANA, seeing in the New Year with a new primary investment consultant. AvSuper, winner of this years' SelectingSuper Consumer Choice award, appointed Frontier ...

Aurora CFO terminated as $1m vanishes from listed trust

ALEX BURKE  |  MONDAY, 27 NOV 2017
Aurora Funds Management has terminated the employment of its chief financial officer after $1 million was withdrawn from the bank account of a listed Aurora vehicle over the weekend. Terminated chief financial officer Betty Poon's involvement in the ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Two FS Power50 advisers told an industry conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice ...