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Showing 3431 - 3440 of 9281 results for "wealth"

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
... from financial abuse shared how planners can be part of the solution. Anne McGowan, chief executive of Protecting Seniors Wealth, started with practical advice: "Keep records of suspicious activity." She explained regulators around the world are waking ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... highlight individuals and businesses going above and beyond for their clients and the profession. Andrew Dunbar CFP® of Apt Wealth Partners has been recognised as the Certified Financial Planner of the Year, while Perth's Capital Partners Private ...

FASEA exam tips from those who passed

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
... the authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton, Kearsten James of Cooper Wealth Management and Paul Bradford, principal adviser at Mentor Financial Services Group who all recently passed the FASEA exam. ...

AFSLs show widespread non-compliance: ASIC

ELIZA BAVIN, JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... because we were already looking at the conduct of these institutions in relation to a range of issues, as part of ASIC's Wealth Management Project that commenced in 2014, and we were keen to test compliance by the broader industry beyond the major ...

Industry's Best of the Best celebrated

HARRISON WORLEY  |  THURSDAY, 28 NOV 2019
Leading wealth management organisations have been celebrated in Money magazine's Best of the Best Awards for 2020. Australia's longest-running and most-read personal finance magazine handed out more than 100 awards to leaders in the financial ...

Perpetual expands risk advisory capabilities

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2019
... given its trusted brand and deep client relationships," Smith said. "As a business, we are looking to lead the market in wealth advisory, trustee and professional services in our targeted client segments." Smith said Perpetual is focused on accelerating ...

BetaShares to list new diversified ETFs

ELIZA BAVIN  |  TUESDAY, 26 NOV 2019
... overseas exchanges. "We wanted to bring a solution to the ASX which would allow investors - regardless of age, experience or wealth - the ability to access a robustly constructed portfolio that simplifies the asset allocation process," Vynokur said. ...

Chief economist update: US consumer power

BENJAMIN ONG  |  MONDAY, 25 NOV 2019
... their personal financial situation, with gains expected across the entire income distribution, net increases in household wealth, the renewed appeal of price discounting, and reduced mortgage rates." While the annual growth in US personal spending from ...

Life risk insurance not profitable: KPMG

HARRISON WORLEY  |  FRIDAY, 22 NOV 2019
... Blight-Johnston - who joined the firm in October following stints at Challenger and AMP, including more than two years as head of the wealth manager's insurance and superannuation division - said there was "clearly" a large disconnect between the ...

Financial planning pioneer to speak at FPA Congress

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... and Deena Katz. Interestingly, the first student to graduate the course was an Australian, Glenn Malkiewicz of Endorphin Wealth. He says their work identified 65 life transitions that a person goes through, far beyond the four to seven that are used ...