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Showing 141 - 150 of 358 results for "Friends"

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... Adult children are the most common perpetrators of elder financial abuse but McGowan said she's aware of cases where new friends suddenly come into the life of an elderly person and take advantage of their finances, or even where neighbours slowly gain ...

Vale David Smith

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
... profoundly saddened to learn of David's sudden passing and we want to extend our deepest sympathies to his family and friends at this incredibly difficult time," Blakey said. "David was an inspirational leader and advocate for both HESTA and ASU ...

Dealer group lead to depart

JAMIE WILLIAMSON  |  FRIDAY, 22 NOV 2019
The head of an IOOF-aligned dealer group will depart the business next week. Elders Financial Planning (EFP) has confirmed the resignation of Tony Beaven who has opted to return home to the United Kingdom. His departure, effective November 28, will ...

Adviser scammed family, friends

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
... million from investors who were told they'd see returns of 20% every two months. Part of the scheme, known as the Amongst Friends Investment Group, involved the sale of partnership interests in a fast food chain franchise. Amongst Friends Investment ...

Secrets to selling revealed

ELIZABETH MCARTHUR  |  MONDAY, 2 SEP 2019
... life, Hoskin added. Interestingly, one red flag for buyers is if an adviser says they are "just going to have coffee with friends and relax" once they sell their business. The buyer is likely to suspect the adviser isn't prepared to not be involved with ...

Risk commissions must be retained: MetLife

JAMIE WILLIAMSON  |  THURSDAY, 29 AUG 2019
... clients who have had a review within the last 12 months are 2.1 times more likely to refer their adviser to family and friends, the data showed. However, it also revealed that 30% of consumers and 50% of SMEs plan to change their current adviser or stop ...

Chief economist update: The fear of Brexit

BENJAMIN ONG  |  THURSDAY, 29 AUG 2019
... minister's hard deadline of a final divorce by 31 October 2019. "Groans and convulsions, and a discoloured face, and friends weeping, and blacks, and obsequies, and the like, shew death terrible." (Bacon - Francis, not Kevin) Woe to the UK. As 'The ...

Advisers band together: AFA Conference 2019 kicks off

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... "If not for the AFA conference I wouldn't have met amazing advisers from all over Australia who I can now call my friends," he said. "Conferences allow you to unplug from your day-to-day, press reset on some of your challenges, explore new opportunities ...

Banks sluggish on Indigenous financial inclusion

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2019
... revealing, but not unexpected, fact: that one in two experience financial stress. That is why 75% give money to family and friends. This research has the potential to reframe the conversation in Australia on what we truly value." Almost half of ATSI ...

Crypto scams bite UK

HARRISON WORLEY  |  TUESDAY, 21 MAY 2019
... The FCA said fraudsters then contact the victim, aiming to secure more funds and new targets in the form of the victim's friends and family. "However, eventually the returns stop, the customer account is closed and the scammer disappears with no further ...