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Showing 1731 - 1740 of 2974 results for "Phil"

A sobering lesson from a social move gone wrong

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
The sacking of a financial adviser after he posted anti-Semitic comments on Twitter shows how social media can make or break an adviser's reputation - and career. Verante Financial Planning director Liam Shorte and his employees follow a strict social ...

VFMC appoints new chairman

DARREN SNYDER  |  TUESDAY, 30 JUN 2015
Victorian Funds Management Corporation (VFMC) recently appointed James MacKenzie as a director and chairman of the board. MacKenzie currently serves as a director of Melco Crown Entertainment; Melco Crown (Philippines) Resorts Corporation; Maurice Blackburn ...

Wilson to raise $550m for philanthropic LIC

LAURA MILLAN  |  MONDAY, 29 JUN 2015
Wilson Asset Management chairman Geoff Wilson wants to raise $550 million for a philanthropic listed fund, the largest float for a listed investment company (LIC) in Australia. The Future Generation Global Investment Company Limited (FGG) will have ...

ISA appoints retirement policy adviser

MARK SMITH  |  MONDAY, 22 JUN 2015
Industry Super Australia has appointed a specialist retirement policy adviser. Phil Gallagher is a statistician and policy modeller specialising in retirement incomes and population ageing. He has overseen quantitative analysis of Commonwealth social ...

Nominations open for AFA Adviser of the Year Award

STAFF WRITER  |  FRIDAY, 19 JUN 2015
Nominations for this year's Association of Financial Advisers (AFA) Adviser of the Year Award are now open. Advisers can nominate themselves, or may be nominated by their peers, their licensee or PDM/BDM. On launching the award, now into its 13th year ...

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
Philo Capital is investing in growth after being replaced by State Street Global Advisors (SSGA) to provide portfolio construction services for key client Centric Wealth. Philo had a fixed-term contract with Centric which ended around May. Parent group ...

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
On the back of its recent partnership, Sunsuper and the Association of Financial Advisers (AFA) have secured PortfolioConstruction Forum chief finology officer, Dr David Lazenby, to address the AFA National Roadshow in July. The US-based psychologist ...

SMSF allocation to Aussie equities hits year-low

LAURA MILLAN  |  THURSDAY, 11 JUN 2015
Self-managed super fund (SMSF) allocation to Australian equities has dropped to a year-low, as investment in international shares increases. The latest AMP-owned Multiport SMSF Investment Patterns Survey shows that allocation to Australian equities ...

Vale Phil Spathis

MARK SMITH  |  WEDNESDAY, 10 JUN 2015
Phil Spathis, the co-founder of the Australian Council of Superannuation Investors (ACSI), has died following a lengthy illness. Spathis was a driving force behind the organisation, establishing it alongside the late Michael O'Sullivan. He was the first ...

FEATURE: Defending wealth

STAFF WRITER  |  TUESDAY, 9 JUN 2015
Australia's retirees and those approaching retirement must fight harder than ever to protect their wealth. As rates fall and global growth slows, some are turning to riskier investments to preserve and guarantee their income in this unpredictable environment. ...