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Showing 101 - 110 of 667 results for Michelle Baltazar

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 ...

Be heard: 2015 Managed Accounts Survey for Financial Advisers, $300 Myer gift voucher

MICHELLE BALTAZAR  |  TUESDAY, 8 SEP 2015
Completing the survey questionnaire will help Financial Standard gauge where Managed Accounts are up to in the market, how intermediaries are using them and what intermediaries expect from their Managed Accounts. It will also help ensure the relevance ...

Altair AM signs equity mandates

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2015
It is understood that high-conviction Australian equities fund manager Altair Asset Management signed a $30 million managed accounts mandate with a financial planning group in December and an Australian equities mandate with an undisclosed industry ...

Women in Super launches executive education scholarships

MICHELLE BALTAZAR  |  TUESDAY, 24 FEB 2015
Women in Super (WIS) and the Australian Graduate School of Management (AGSM) have joined forces to offer scholarships for NSW WIS members wishing to fast track their career in superannuation. The scholarships are sponsored by AGSM (UNSW Business School) ...

In the archives: Mavis Robertson on the importance of more women on boards

MICHELLE BALTAZAR  |  WEDNESDAY, 18 FEB 2015
When it comes to appointing more women in senior management, super funds have done far better than listed companies, but given the talent pool left untapped, trustees can do more to fix the gender gap within their ranks. Back in 2010, Financial Standard ...

Stella Network ramps up support for women in financial planning

MICHELLE BALTAZAR  |  FRIDAY, 13 FEB 2015
A networking group set up to support women in financial planning celebrated its one-year birthday this week with a string of good news for its members and supporters. On Wednesday night, the legendary Joan Sutherland Studio of the Opera Australia in ...

When Japan is blah, the Eurozone is ugh and China is wow

MICHELLE BALTAZAR  |  TUESDAY, 3 FEB 2015
The global economy will be better this year than last, but troubles in the Eurozone and the waning power of Abenomics mean investors will find better odds in the US and China, chief economists said at a Financial Standard forum last week. The videos ...