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Showing 12511 - 12520 of 29106 results for "PRI"

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
It's that time of the year again where everyone gets to start with a clean slate. Ned Dane, head of private client group at US-based wealth manager OppenheimerFunds wrote an article late last month on how financial advisers should ring in the New Year. ...

Climate calling

DARREN SNYDER  |  MONDAY, 9 JAN 2017
Mercer's Alexis Cheang hears plenty of verbal commitment from Australian superannuation funds about the development and implementation of sustainable investment strategies. The continued aspiration is welcome, but Cheang believes proper execution and ...

Will 2017 be a mirror image of 2016?

BENJAMIN ONG  |  MONDAY, 9 JAN 2017
Out with defensives, in with risks and cyclicals. The year 2017 started where 2016 left off - good tidings and cheers on the global economy and risk appetites. If there are lessons that you, I and Irene should learn over the year just passed, it is ...

Trump keeping M&A on a leash

ALEX BURKE  |  FRIDAY, 6 JAN 2017
Global merger and acquisition activity is set for an uncertain year thanks to Donald Trump. This is one of the key messages from Mergermarket's 2016 full-year global and regional mergers and acquisitions (M&A) report. While the report noted strong activity ...

Asia driving infrastructure deal activity

ALEX BURKE  |  FRIDAY, 6 JAN 2017
Asia recorded US$131 billion in infrastructure asset deals in 2016, the highest of any region. Preqin research found the total value of infrastructure deals in 2016 reached an all-time high of US$413 billion, with Asia driving the majority of deal value. ...

Rejected TPD claims deemed fair

JAMIE WILLIAMSON  |  FRIDAY, 6 JAN 2017
An independent review of 141 rejected TPD claims has cleared BT Financial Group of any wrongdoing. The review, conducted by an independent law firm with oversight from EY, confirmed that none of the 141 Total and Permanent Disability claims made over ...

Property not the answer for passive

JAMIE WILLIAMSON  |  FRIDAY, 6 JAN 2017
Passive investors would benefit from reducing their exposure to property and low-growth large-caps. That is the central point of a new white paper published by Montgomery Investment Management warning investors in property and stocks of the looming ...

2017 set for private equity buyout record

ALEX BURKE  |  THURSDAY, 5 JAN 2017
It is early days but 2017 is set to become a record year for private equity-backed buyout deals, according to Preqin research. The research found that in 2016 there were 3985 deals recorded, representing a total value of US$319 billion. Preqin said ...

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
Brisbane-based wealth management consultancy Complete Financial Balance is being acquired by the Australian arm of Arthur J. Gallagher & Co. The transaction marks a continued Australian expansion for the US-owned AJG. The firm acquired Perth-based workplace ...

Advisers must be tribal: Stackpool

JAMIE WILLIAMSON  |  THURSDAY, 5 JAN 2017
Australia is facing a rising financial epidemic and advisers must do more to help combat it. Certainty Advice Group managing director and founder Jim Stackpool believes Australians are suffering with growing insecurities around their finances and advisers ...