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Showing 421 - 430 of 1225 results for "Story"

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... refresh their thinking around how they are delivering advice, and consider how it could be done in a better or different way. Story Wealth Management partner Anne Graham, who will also be presenting at the Congress on winning business ideas, said one ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... without the necessary understanding is not in the best interests of the client or adviser. This is an extract of a news story first published in the latest issue of Financial Standard. You can view the full article on our free iPad app.

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... rather to complement it, says Pettit, who is also managing director of Advocate Private Wealth. This is an extract of a news story first published in the latest issue of Financial Standard. You can view the full article on our free iPad app.

Pension fund consortium acquires renewable energy portfolio

KARREN VERGARA  |  THURSDAY, 26 OCT 2017
... operation, construction and development. GIP chair and managing partner Adebayo Ogunlesi said: "Equis Energy is a unique success story in the APAC region as it has systematically executed its growth strategy since its founding five years ago." The transaction ...

Macquarie wins $50m small cap mandate

ALEX BURKE  |  FRIDAY, 20 OCT 2017
... backing of the investment team and our high conviction investment approach," Hodgens said. The news follows another mandate story this week that saw BT Funds Management New Zealand award a $500 million mandate to a manager of global sovereign debt. Winning ...

Jobs galore

BENJAMIN ONG  |  FRIDAY, 20 OCT 2017
... year-on-year growth over the past 20 years (1.9%)." But it's not only the trend, the seasonally adjusted numbers tell the same story. The annual growth in total employment surged to 3.1% in September from 2.7% in the previous month. This is the fastest ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
... three years ago the industry has grown immensely, but it's still finding its feet," he said. This is an extract of a news story first published in the latest issue of Financial Standard. You can view the full article on our free iPad app.

Taking advice to the streets

JAMIE WILLIAMSON  |  THURSDAY, 12 OCT 2017
... empathising with our clients' life stories, is the first step in the client adviser journey together. What we do with that story to empower our clients is the next step. If my clients walk away feeling in control of their financial decisions I have succeeded," ...

Advisers underrated at claim time

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... of benefits." The Perth-based consultant will present at the AFA 2017 National Adviser Conference where he'll use a claim story to pinpoint the several aspects of a claim and the processes that an adviser can adopt to make a difference, both for the ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
... save working to the end only to offload their business at a fire sale price, Sinclair advised. This is an extract of a news story first published in the latest issue of Financial Standard. You can view the full article on our free iPad app.