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Showing 3941 - 3950 of 8611 results for "DIF"

Executives have 90 days to make impact

KARREN VERGARA  |  THURSDAY, 24 AUG 2017
Newly appointed executives have only 90 days to make a valuable impact and set themselves up for success as leaders, says a finance expert. For those stepping into a new leadership positions, it is critical to think about "how you'll behave differently ...

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
Financial advisers relying solely on psychometric risk tolerance assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk. While risk tolerance tools are a great first step ...

Infocus subsidiary adds to multi-manager suite

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
A subsidiary of Infocus Wealth Management expanded its multi-manager suite through an investment in an ESG-aligned Australian equities fund. Alpha Fund Managers, which also recently partnered with Investors Mutual and Folkestone, invested in Australian ...

Advice at any age will enhance retirement: Sunsuper

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
More than half of Australian adults say they want to spend retirement travelling, yet two thirds don't have a plan for how they will live in retirement, according to Sunsuper. More than 70% believe they will rely on the Age Pension, while 40% don't ...

Advice demand lags behind SMSF growth

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
The number of self-managed superannuation funds with unmet financial advice needs is at record highs, and yet this is not translating to greater use of financial advice, with trustees citing difficulty in finding advisers who can meet their needs. Research ...

Complex operations leaving life customers confused

KARREN VERGARA  |  FRIDAY, 18 AUG 2017
Operational complexities are holding life companies back from improving and modernising the life insurance industry, and leaving customers very confused as to exactly what they are insured for, a public hearing found. TAL group chief executive and managing ...

Housing affordability depresses confidence: Westpac

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
Aspiring first home buyers remain fearful of their financial futures with new research showing the housing affordability crisis is impacting financial confidence. The survey, commissioned by Westpac, found the majority of first home buyers are not feeling ...

Investors short on tax-effective structures: Centuria Life

EMMA RAPAPORT  |  THURSDAY, 17 AUG 2017
Changes to superannuation and news Bill Shorten has discretionary family trusts in his sights is making investors worried about their investment future. Centuria Life general manager Neil Rogan says if family trusts are taxed at 30%, as per Bill Shorten's ...

Uniformity required to combat cyber threats

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
Greater collaboration between regulators across Asia-Pacific is needed to combat an increasing threat of cyber-attacks to financial services organisations. According to Deloitte, despite the frequency of global cyber-attacks increasing and becoming ...

Numbers and needs of female HNWs set to grow

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
Female entrepreneurs represent both a growing demographic in Australia and an attractive business opportunity for wealth managers capable of offering bespoke services. Though women represent less than 10% of Australia's high-net-worth community, they ...