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Showing 231 - 240 of 364 results for "Friends"

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 ...

Low-cost super awash with inflows

DARREN SNYDER  |  MONDAY, 18 MAY 2015
... which now has 300,000 members - can be put down to a couple of key drivers. "Recommendations or conversations amongst friends are one of the things that drives engagement with or activation of this product," Englund said. "[What] has really driven success ...

PROFILE: PGI chief executive Grant Forster

LAURA MILLAN  |  FRIDAY, 8 MAY 2015
... leaving his job and choosing to do something completely different. "I was 23 or 24 and my mindset was different from my friends who went to uni. When they finished, they didn't have any money and they couldn't wait to get a job. But I had been getting ...

Solid growth in ING DIRECT super business

MARK SMITH  |  MONDAY, 23 MAR 2015
... the Net Promoter Score, which scores banks on the number of customers who are likely to recommend the bank to family and friends.

Gen Y saving habits reveal advice opportunity

MARK SMITH  |  WEDNESDAY, 28 JAN 2015
... McAweeney said, adding that it is, therefore, little wonder they are feeling stressed. Almost a quarter (24%) used family, friends or colleagues for financial advice in 2014, compared to 16% of total respondents. "It's encouraging to see that Gen Ys ...