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Showing 4671 - 4680 of 9284 results for "wealth"

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
... must have access to the same information as their client's doctor if they are to develop effective estate planning and wealth protection strategies. Haskew believes all advisers should be across their clients' physical and mental health as well as recreational ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
... alongside a financial return as they prepare to shift control to the next generation. This increased adoption, according to UBS Wealth Management head of global family office APAC, Anurag Mahesh, is motivated by the need to satisfy the mindset of the ...

AFA can contribute to draining the swamp: George

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
The chief executive of ANZ Wealth has called on the Association of Financial Advisers to contribute to mandatory reference checking of advisers that frequently change licensee. Speaking as part of a panel discussion at the AFA's National Adviser Conference ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
... recognise their role in the event of client deaths, and in some cases prospective client deaths, protecting an individual's wealth and an adviser's business might become easier. "People will forget what you said. People will forget what you did. People ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Sir Bob Geldof urged the financial advisers of Australia to proactively prepare for the significant generational wealth transfer that is approaching to ensure people continue to receive financial advice. The keynote speaker at this year's Association ...

Suncorp appoints new wealth and life intermediaries head in executive reshuffle

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
Suncorp has named a new head of wealth and life intermediaries. Dan Waller, who has been acting head since June, has now been appointed permanently to the role. He has more than 28 years' experience in the financial services industry, joining Asteron ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... about integrating fees into risk advice practices on Friday. Speaking at the session is AMP national development manager - wealth protection, Melinda Fox. She says as the Life Insurance Framework (LIF) looms, many advisers are currently reviewing business ...

Alpha FM awards Indian equities mandate

ALEX BURKE  |  THURSDAY, 12 OCT 2017
An Indian equities boutique has won a mandate from Infocus Wealth Management multi-manager subsidiary Alpha Fund Managers. Alpha has taken a stake in India Avenue Investment Management's India Avenue Equity Fund, which currently invests in 51 listed ...

Christian Super names new chief executive

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
... 2005 and 2010, he was the head of corporate risk at Macquarie Group. Christian Super chair Neville Cox said Piper brings a wealth of strategic and operational experience across multiple sectors. "His expertise and skills will be invaluable to Christian ...

BlackRock boosts Australian distribution footprint

KARREN VERGARA  |  THURSDAY, 12 OCT 2017
... and corporate and institutional banking. Jeannie Bredberg is a director for the retail client business, responsible for wealth advisory sales across Victoria, South Australia, Tasmania and Western Australia. Based in Melbourne, she reports to Stuart ...