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Showing 1161 - 1170 of 2357 results for "Stage"

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
From predicting election results to running driverless cars, artificial intelligence (AI) will transform all sectors of business, not least financial planning and wealth management. Sanlam Global Investment Solutions head of investments David Itzkovits ...

Beneficiaries unfamiliar with death benefits

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2017
... balances (6%). It resolved 508 of the 562 complaints it received, with 8% of the complaints being finalised at the review stage determined by the tribunal. The remainder of the complaints were finalised or resolved by staff at various stages of the complaints ...

AIA launches flexible premium structure

KARREN VERGARA  |  MONDAY, 1 MAY 2017
Life insurance specialist AIA Australia launched a new product feature that will help clients curb costly stepped premium increases for up to 15 years. Advisers will have greater flexibility in matching premium terms to their clients' needs, with the ...

100 days of Trump (and counting)

BENJAMIN ONG  |  MONDAY, 1 MAY 2017
... wrote: "A recently released CNN/ORC poll shows Trump has the lowest approval rating of any newly-elected president at this stage. Overall, 44% of those polled said they approve of how Trump is handling the presidency compared to 54% who disapprove." ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... 35% of the world's millionaires are over 60, and potentially preparing to transfer wealth to the next generation. At this stage, though, up to a third of wealth management groups in GlobalData's survey did not provide inheritance planning services. GlobalData ...

Value set for comeback: Nikko AM

ALEX BURKE  |  MONDAY, 24 APR 2017
Value investing is set for a comeback after two years of underperformance - but only for managers willing to put in the hard yards. Nikko Asset Management portfolio manager and senior analyst Jason Kim explained in a recent investor update that the ...

Nominations for adviser award opens

KARREN VERGARA  |  FRIDAY, 21 APR 2017
... valued and essential, as it not only recognises the nominees, but also the need for ongoing education, no matter what age or stage of your career," Waller said. Last year, Ascent Wealth Management's Stephen Nielsen took out the award. Nominations close ...

Housing crisis takes emotional toll on Gen X

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
... needs - physical safety is the base need, followed by our social and emotional needs." "Gen Xers are at the 'settling down' stage of their lives and security has become a higher priority. This generation grew up with the assumption that buying property ...

UK pension regulator puts responsible investing centre stage

EMMA RAPAPORT  |  FRIDAY, 31 MAR 2017
The UK pension regulator has outlined new investment guidance for trustees of defined benefit schemes and said attention needs to be given to environmental, social and governance factors. "Trustees need to take environmental, social and governance (ESG) ...

BlackRock moves to machine stock picking

JAMIE WILLIAMSON  |  THURSDAY, 30 MAR 2017
... pivot accordingly," Fink said. Blackrock confirmed that no repositioning will occur outside of the United States at this stage. BlackRock currently manages about US$5.1 trillion ($6.65 trillion) in assets.