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Showing 221 - 230 of 358 results for "Friends"

Standard Life Investments sponsors 2017 Lions tour

MARK SMITH  |  TUESDAY, 12 JAN 2016
Standard Life Investments will be the principal sponsorship partner for the 2017 British & Irish Lions tour of New Zealand. The global asset manager will sponsor the famous red jersey of the combined England, Scotland, Wales and Ireland rugby union ...

Super switches estimated at $35 billion

DARREN SNYDER  |  THURSDAY, 7 JAN 2016
... adviser and 8.2% asked an accountant. The remainder of Australians sought advice from employers, financial institutions, and friends or family. The survey estimates $35 billion in super is being switched annually or 3.2% of superannuation products. Roy ...

IOOF division launches philanthropy services

LAURA MILLAN  |  THURSDAY, 10 DEC 2015
... were available through philanthropy to the less fortunate," he added. "Because philanthropy often engages relatives and friends of a client it can lead to the adviser building relationships - especially with the next generation," he said. AET currently ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
A global survey shows that Australians are twice as likely to turn to family and friends for financial information as they are to seek advice from a professional. The survey was conducted by global research firm GfK on behalf of the Financial Planning ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... in under that program because the principal of my firm had said to me, 'By all means, you're doing well, but I've got friends in finance who are remunerated the equivalent of what you're getting - and they're not dealing with problems all the time. And ...

Paris adds to the "why nots" for a December lift-off

BENJAMIN ONG  |  MONDAY, 16 NOV 2015
... Friday the 13th continues to this day. We extend our deepest sympathies and prayers to all Parisians - their families, friends and loved ones - and other citizens of the world affected by this brutal crime against humanity. The Paris carnage added renewed ...

Women to inherit 70% of intergenerational wealth: report

MICHELLE BALTAZAR  |  MONDAY, 26 OCT 2015
... 'rewards'. Broadly speaking, men make swift decisions while women prefer to think things through and consult with family and friends. You have to consider these differences when working with a female client, said George. "The good news is, women's wealth ...

Adviser input key to super fund switch: report

LAURA MILLAN  |  THURSDAY, 9 JUL 2015
... getting advice from a professional. The report found that 28% of super fund members did not seek advice from planners, friends, family or employers when they wanted to change funds. The research also confirmed that people with high superannuation balances ...

APAC fastest growing region for millionaire investors

LAURA MILLAN  |  THURSDAY, 18 JUN 2015
... social impact, with 92% viewing it as important to do so. HNWs turn mainly to wealth managers (30%), family (27%) and friends (22%) for advice on social impact opportunities and approaches. The World Wealth Report includes findings from primary research ...

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 ...