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Showing 121 - 130 of 330 results for "New Year"

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
... US-based wealth manager OppenheimerFunds wrote an article late last month on how financial advisers should ring in the New Year. While the article was for US-based advisers, the recommendations are just as relevant for local advisers. With a solid track ...

Will 2017 be a mirror image of 2016?

BENJAMIN ONG  |  MONDAY, 9 JAN 2017
... all, we'll either be caught in the crossfire or rejoice with the rising tide that lifts all boats. Here's to prosperous New Year (two fingers crossed).

2017 set for private equity buyout record

ALEX BURKE  |  THURSDAY, 5 JAN 2017
... equity products Christopher Elvin said it's likely 2017 will see an increase in both buyout numbers and total value. "The New Year seems likely to present a continuation of the levels of activity in the buyout and exit markets recorded in the past few ...

Mercer appoints chief customer officer

ALEX BURKE  |  THURSDAY, 22 DEC 2016
... million; and most recently it partnered Virgin Super with a view to creating a direct-to-consumer superannuation fund in the New Year.

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... technology and services and have a number of exciting new initiatives that we hope to roll out to adviser early in the new year." Earlier this month Netwealth partnered with wealth management firm Stanford Brown on another private label.

IOOF shifts senior staff to lead Bridges

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Bridges Financial Services will welcome two recruits in the New Year, both taking on newly-created roles. Joining the Bridges leadership team in the role of head of business support is Kate Anderson, currently head of technical services at IOOF. Anderson ...

Trump to boost Aussie commodities

JAMIE WILLIAMSON  |  TUESDAY, 20 DEC 2016
The squashed Australian commodity sector is expected to receive salvation from President-elect Trump come the New Year. That is a key takeout of State Street Global Advisors' latest report, 'After a Year of Unthinkables', which highlights the opportunities ...

The year that was and the year that will be

BENJAMIN ONG  |  MONDAY, 19 DEC 2016
... Europe and Japan) sent financial markets - equity, bond, commodity and currency - into a tailspin. It wasn't a happy New Year welcome to 2016. It was spooky - as the Australian Financial Review headlined on the 8 January, "George Soros see echoes of ...

Centrepoint driving adviser efficiencies

DARREN SNYDER  |  FRIDAY, 16 DEC 2016
Centrepoint will launch a range of back office solutions to its advisers in the New Year. The package will include para-planning, para-lending, life insurance health screening and varied administrative support options, including outsourcing particular ...

Financial Standard appoints editor, unveils new website

STAFF WRITER  |  FRIDAY, 16 DEC 2016
Financial Standard will welcome a new editor in the New Year, the first of several changes at the wealth management publication. Deputy editor Darren Snyder will step into the top role on 3 January, succeeding Mark Smith who departed in October. Coinciding ...