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Showing 11 - 20 of 631 results for Michelle Baltazar

FICAP launches 2019 program, names new charity

MICHELLE BALTAZAR  |  THURSDAY, 22 NOV 2018
The Finance Industry Community Aid Program (FICAP) is gearing up for its "Who Wants to be a Rockstar?" fundraiser, with the new charity announced this month. Last Thursday, the FICAP committee and the charity beneficiaries from this year's fundraising ...

Global tech wars disrupt $600m market

MICHELLE BALTAZAR  |  WEDNESDAY, 14 NOV 2018
The race is on for the most dominant financial services provider to the $600 million millennial market segment in Australia, with local players facing stiff competition from US and Chinese fintechs. At a banking technology conference session held in ...

Beware the fintech Ponzi scheme

MICHELLE BALTAZAR  |  FRIDAY, 26 OCT 2018
Not to rain on the fintech parade but financial advisers and investors in Australia must stay alert against Ponzi schemes posing as P2P platforms. In a paper released by the SWIFT Institute titled "Quo Vadis? A comparison of the fintech revolution in ...

Diversity is the answer to war for talent

MICHELLE BALTAZAR  |  FRIDAY, 26 OCT 2018
Experts say Millenials and the Gen Z generation are going to make the gender and race equality debate obsolete in the workplace, even in the hypermasculine sector of financial services. Speaking at SIBOS this week, Rachel Cooper, professor in Gender ...

The rise of challenger banks in Australia: SIBOS

MICHELLE BALTAZAR  |  THURSDAY, 25 OCT 2018
Challenger banks :86400, volt and xinja mount plans to disrupt the banking oligopoly in Australia. Speaking at the SIBOS Conference held in Sydney this week, senior heads at the three challenger banks spoke about how changing customer needs, fintech ...

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified ...

Can Hollywood turn advice mainstream?

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Call it the George Clooney effect. Motivational speaker Geoff Ramm told delegates at the AFA Conference that one way they can fend off competition is to treat each and every client as if they were a celebrity. The UK-based founder of OMG Marketing & ...

Banking remuneration practices to blame for misconduct

MICHELLE BALTAZAR  |  FRIDAY, 28 SEP 2018
The industry's remuneration practices and policies played a major role in the banking misconduct uncovered by the Royal Commission Inquiry, the interim report found. Governance and risk management practices failed to prevent the misconduct where ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
Financial Standard is calling on financial advisers to have their say in an annual managed accounts survey, after research shows a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth ...

Poor tech derails financial services marketing: Study

MICHELLE BALTAZAR  |  MONDAY, 30 JUL 2018
Inefficient marketing technology poses more roadblocks for financial services marketers than competitor products or management buy-in, a new study shows. Yell Creative found 32% of the marketers they surveyed in their annual 'Australian Finance ...