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Showing 11391 - 11400 of 29084 results for "PRI"

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
Elders Financial Planning recently added another advice business to its dealer group, onboarding its 21st practice since 2016. Victoria's Strategic Guidance Group and BJT Private, led by Luke Sheehan, was welcomed to the Elders Financial Planning group ...

Financial literacy the bridge for income protection gap

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
Classroom-style financial education programs in the workplace and hands-on practice and counselling can play a significant role in closing the income protection gap. That is a key finding from a recent study by Zurich in partnership with the Smith School ...

Australia becoming millionaire factory: Credit Suisse

ALEX BURKE  |  FRIDAY, 17 NOV 2017
The 12 months to mid-2017 saw the number of Australian millionaires rise by 200,000 - the third-largest increase after the US and Germany. The Credit Suisse Global Wealth Report showed that over the same period, the number of ultra-high net worth individuals ...

SuperFriend welcomes new director

EMMA RAPAPORT  |  FRIDAY, 17 NOV 2017
A mental health foundation that works with profit-to-member superannuation funds has appointed its first independent, non-executive director to the board. Megan Bonny joins SuperFriend with more than 20 years' experience in managing communications and ...

Where in the cycle is Australia?

BENJAMIN ONG  |  FRIDAY, 17 NOV 2017
"In the next 5000 kilometres, turn right." Even the now-ubiquitous GPS (global positioning system) will ask you're starting point before it gives directions to your destination. But what if you don't know where you presently are? Such is the problem ...

Watermark hires global equities lead

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Watermark Funds Management looked offshore to appoint a global equity markets lead. Hailing from London, Harvey Migotti will join the Sydney-based long-short investment manager as head of international equities. He was most recently an analyst at global ...

Penalty issued for ASX rules breach

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
One of Australia's largest stockbroking and financial advice firms was slapped with a $358,000 infringement notice by the corporate regulator. Bell Potter Securities, part of Bell Financial Group, has been ordered by ASIC's Markets Disciplinary Panel ...

Longstanding chair to farewell fintech

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
The founding chair of an ASX-listed fintech is stepping down after a decade in the role. OneVue chair Gail Pemberton will step down from the role following the company's annual general meeting next week, to be replaced by former Diversa chair Ron Dewhurst. ...

Super funds driving PE growth: Report

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Superannuation funds' appetite for domestic private equity investments has reached new heights not seen since 2007, a new industry report shows. Australian superannuation funds ploughed $676 million of capital in private equity over the 2017 financial ...

AMP adds LIF resources as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
Advisers transitioning their business to meet the new requirements imposed by the Life Insurance Framework are being provided with additional resources by AMP. The institution boosted its LIF resource hub, adding a new series of video tutorials developed ...