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Showing 1571 - 1580 of 3163 results for "Owner"

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...

Neuberger Berman acquires $2.5 billion firm

ALEX BURKE  |  FRIDAY, 22 SEP 2017
An investment team presiding over $2.5 billion in client assets will join up with Neuberger Berman later this year. Canadian firm Breton Hill Capital was launched in 2011 and specialises in alternative risk premia and multi-factor solutions across equities ...

Hastings names new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 22 SEP 2017
A former chief financial officer of Westpac's institutional bank will be the next chief executive of Hastings Funds Management. Hastings chairman Brian Scullin has confirmed that current chief executive Andrew Day will leave the business at the end ...

Untouched super sits at $18 billion: ATO

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
Some of Sydney's blue-chip suburbs are among the top postcodes missing out on $18 billion in unclaimed superannuation. Latest figures from the Australian Taxation Office show more than 6.3 million lost and ATO-held super accounts, with $14.12 billion ...

CBA mulls CFSGAM IPO, head of wealth departs

KARREN VERGARA  |  THURSDAY, 21 SEP 2017
Commonwealth Bank announced its asset management arm, Colonial First State Global Asset Management, is undergoing a strategic review and could potentially list as a public company. CFSGAM, with $219 billion in assets under management, has "achieved ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement. Tynan Connect Financial Service Brokers chief executive Paul Tynan said ...

Peak iron ore?

BENJAMIN ONG  |  WEDNESDAY, 20 SEP 2017
... optimism over the international and domestic economies and the property market - "although the composition had shifted towards owner-occupiers, with higher interest rates for investors in housing reflecting the ongoing effects of APRA's recent measures ...

Lack of expertise driving down competition: APRA

ALEX BURKE  |  MONDAY, 18 SEP 2017
In its submission to the Productivity Commission, APRA called out a lack of expertise and systems capabilities as hindering competition in the Australian financial sector. Noting the high levels of concentration in many financial industry sectors, measured ...

Super fund property manager leads global sustainability ranking

EMMA RAPAPORT  |  MONDAY, 18 SEP 2017
Superannuation backed unlisted property fund manager ISPT is celebrating after two of its funds achieved strong results in the Global Real Estate Sustainability Benchmark. GRESB ranked ISPT's 50 Lonsdale Street Property Trust (50 Lon) in the top 10% ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
A record attendance is expected at the upcoming Best Practice Forum in Managed Accounts, hosted by Financial Standard. More than 300 people have registered for the event which has drawn strong interest from financial advisers, many of whom are preparing ...