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Showing 111 - 120 of 667 results for Michelle Baltazar

High-calibre superannuation: 2014 CIO and COO Award recipients announced

MICHELLE BALTAZAR  |  WEDNESDAY, 3 DEC 2014
Leading superannuation fund executives were recognised at the 2014 Chief Investment Officer (CIO) and Chief Operating Officer (COO) Awards held in Melbourne last night. When Sam Sicilia's name was announced as this year's recipient of the annual Chief ...

Who should be in the 2014 #fsPower50?

MICHELLE BALTAZAR  |  FRIDAY, 3 OCT 2014
Who will make it to this year's list of the top 50 social media influencers in financial services? The search begins. Last year, Financial Standard launched the inaugural Financial Standard Power 50 (#FSPOWER50) : our list of 50 financial services professionals ...

Age of the billion-dollar financial adviser

MICHELLE BALTAZAR  |  MONDAY, 18 AUG 2014
From modest beginnings with no precedent to rely on, Paul Crowne, principal adviser at Centric Wealth, is today one of the leading proponents of managed accounts in a business that looks after $5 billion of client portfolios using MAs. Crowne is the ...

Digital advice to jumpstart $5.6 trillion land grab

MICHELLE BALTAZAR  |  MONDAY, 11 AUG 2014
The next big wave of advice will come from a business model that is gaining traction overseas, but is yet to be fully embraced in Australia. For the early adopters, it could be the foundation of a sustainable and exciting growth for their practices. ...

In the throes of change

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
From the Financial Systems Inquiry to the value of vertical integration and post-FOFA advice, next week's Financial Services Council (FSC) conference will tackle issues that will shape the industry in future years. The annual FSC conference is unique ...

Understanding Managed Accounts

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
Today is the last day to participate in the 2014 Financial Standard Managed Accounts Survey for Financial Advisers. Share your views for a chance to win a $300 Myer Gift Voucher. All participants get a copy of the survey findings. Your participation ...

The 60-year-old investing idea that keeps on giving

MICHELLE BALTAZAR  |  FRIDAY, 18 JUL 2014
An investment product that rose out of a fund manager's 60 year mortgage lending experience has just notched up its fourth positive research recommendation. The La Trobe Financial Pooled Mortgages Option (PMO) has just been rated 'recommended' by Zenith ...

Health and wealth go hand in hand: Survey

MICHELLE BALTAZAR  |  THURSDAY, 26 JUN 2014
One financial adviser says helping his clients meet their financial and fitness wishlist can be the right tonic for their long-term financial ails. Senior financial planner Michal Bodi from Sydney Financial Planning is a big fan of behavioural finance. ...

2014 MAX Award Winners and Finalists

MICHELLE BALTAZAR  |  MONDAY, 23 JUN 2014

Race among the advice giants: MAX

MICHELLE BALTAZAR  |  MONDAY, 16 JUN 2014
AMP, ANZ Wealth and Commonwealth Bank are the formidable trinity of industry consolidators in financial planning, according to the latest mergers and acquisitions report by Rainmaker. Rainmaker Research has collected data on the mergers and acquisitions ...