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Showing 1561 - 1570 of 3163 results for "Owner"

The 50 names you need to follow

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
... Michael Nowak said the conference has always been about growing his network and capabilities as an adviser and practice owner. "As an adviser, my first AFA was in Melbourne in 2006, I left that conference with a head full of ideas to better my advice ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... mental health and wellbeing. "Many financial advisers run small businesses so you have the stresses of a small business owner," he said. The association offers support via AFA Care. 9.45am - Lea Schodel wins the 2017 AFA Excellence in Women Awards. She ...

J.P. Morgan remains largest custodian

DARREN SNYDER  |  WEDNESDAY, 4 OCT 2017
Assets under custody in Australia grew 6.4% in the first half of 2017, reaching more than $3.2 trillion. J.P. Morgan remains the largest overall provider in the Australian custody market with $641 billion in assets under custody as at 30 June 17. This ...

FPA celebrates World Financial Planning Day

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
The Financial Planning Association of Australia (FPA) is today helping celebrate World Financial Planning Day by raising awareness about the importance of investor education and protection. FPA chief executive Dante De Gori said the initiative will ...

Digital assets overlooked in estate planning

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
Research from two Australian universities found that overlooking digital assets in estate planning could have dire implications for business owners. Most Australians (71%) are unaware of what would happen to their digital assets when they pass away ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
Financial planning business owners must consider succession planning as another element of their customer service, according to Mentor Education. Mentor Education Group chairman Jim Taggart said true financial advice is an end-to-end commitment that ...

AMP Capital invests in US telecoms giant

JAMIE WILLIAMSON  |  TUESDAY, 3 OCT 2017
AMP Capital closed a US$200 million mezzanine debt investment in the US' largest private owner and manager of communication infrastructure. AMP Capital's infrastructure debt team secured the investment in Vertical Bridge, which owns or leases towers ...

Intergenerational business succession failing: Report

KARREN VERGARA  |  FRIDAY, 29 SEP 2017
Australian private and family business owners are about twice as likely to sell than hand over the reins to the next generation when compared to the global average, a report by PwC Australia found. But of the 38% that want the next generation to take ...

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
... retirement goals - something that is now recognised as a genuine staff benefit. Advisers are encouraged to ask business owner clients about the financial wellness of staff members, namely because highly engaged employees can help deliver higher levels ...

Frontier Advisors chief executive resigns

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
... challenges from imminent superannuation fund mergers, increasing internalisation of the investment function within asset owner organisations, and an increase in competition within the consulting sector. He was given the job of transforming the business ...