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Showing 231 - 240 of 662 results for Michelle Baltazar

AFS deal raises Asian opportunities

MICHELLE BALTAZAR  |  FRIDAY, 7 MAY 2010
Dealer group Australian Financial Services Group (AFS) remains mum on the identity of its potential buyer but said the deal could potentially open up its financial planners to clients and products outside Australia, particularly in the broader Asian ...

INGIM builds distribution from ground up

MICHELLE BALTAZAR  |  WEDNESDAY, 5 MAY 2010
ING Investment Management (INGIM) is in the market for more staff, including BDMs, as it rolls out an ambitious wholesale distribution strategy to be led by former Genesys deputy head Jim McKay. McKay's appointment was announced today, less than a week ...

Savings boost for GenX and GenY

MICHELLE BALTAZAR  |  MONDAY, 3 MAY 2010
The government's proposed reforms to compulsory super give financial planners more reason to look after their next generation of clients. The recommended SG lift from 9 per cent to 12 per cent by 2019/20 will, unfortunately, mean little for those who ...

MLC launches high income protection

MICHELLE BALTAZAR  |  FRIDAY, 30 APR 2010
MLC raises the stakes in income protection with its new product designed for high income earners, offering financial planners the choice to give their HNW clients as much as double the industry standard in monthly benefits. White collar professionals ...

Instos switch $100bn mandates

MICHELLE BALTAZAR  |  THURSDAY, 29 APR 2010
More than $100 billion of assets changed hands last year as institutional investors dump poor performing fund managers, re-negotiate fees and exploit asset class-specific opportunities, a new report found. Mercer has released its 2009 Global Manager ...

Trust advocates long-term staff incentives

MICHELLE BALTAZAR  |  WEDNESDAY, 28 APR 2010
Listed financial services group Trust hopes to take its 125-year-old operations into the next century through a staff incentive program that is better aligned with long-term shareholder and client interests. Chief executive John Atkin said that starting ...

NAB/AXA merger not anti-competitive: research

MICHELLE BALTAZAR  |  FRIDAY, 23 APR 2010
Researcher Roy Morgan joins the chorus of dissenting voices on ACCC's reasons for blocking the NAB bid for AXA, releasing a report that shows a combined NAB/AXA or AMP/AXA would have the same impact on industry competition. Roy Morgan Research said ...

Wingate slams Everest governance, wants board out

MICHELLE BALTAZAR  |  THURSDAY, 22 APR 2010
Wingate Group wins a small victory in its campaign to oust the Everest board due to poor governance after Everest said it will not award an options package to its chief executive Jeremy Reid. The Everest board said Reid has elected not to take up the ...

The upside of a downside fund

MICHELLE BALTAZAR  |  THURSDAY, 22 APR 2010
Boutique fund manager Instreet has developed a new product that helps financial planners and their investors protect their Australian equity portfolios from market swings - without having to switch their equities allocation to cash. The product, Link ...

Securitor awards top practices and advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 21 APR 2010
Westpac-owned dealer group Securitor caps its annual conference this month with the handing of awards to their best practices and financial advisers in 2009. Brad Cooper, chief executive of BT Financial Group, the wealth management business of Westpac ...