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Showing 4951 - 4960 of 9284 results for "wealth"

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
... including a decumulation specific risk profiler focused on investors seeking to draw-down from investments rather than grow wealth.

Government reform to close super gender gap

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
... key message shared by Minister for Financial Services and Revenue Kelly O'Dwyer in a video address to the Women, Super & Wealth Summit yesterday. O'Dwyer said enabling women to save more for their own retirement is critically important for Australia ...

CFS becomes PRI signatory

KARREN VERGARA  |  THURSDAY, 27 APR 2017
... management of ESG and climate change matters, the company said. The move comes as part of the broader Commonwealth Bank group's wealth management responsible investing initiatives. CFS head of investments Scott Tully commented: "For CFS, responsible ...

Millennials' financial heartache drives P2P lending

EMMA RAPAPORT  |  THURSDAY, 27 APR 2017
... "Millennial investors certainly don't have it easy," RateSetter chief executive Daniel Foggo said. "They are starting their wealth accumulation at a time of low interest rates, economic volatility and very high property prices. They need to be smart ...

Countplus chair steps down after 11 years

ALEX BURKE  |  THURSDAY, 27 APR 2017
... retiring today and his successor is stepping up to the plate. Barry Lambert, who established and chaired the ASX-listed wealth management firm as a subsidiary of the now CBA-owned Count Financial in 2006, said his resignation was effective immediately. ...

We must lead by example: Loane

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
... setting a good example in striving toward gender parity in the superannuation system. Addressing the inaugural Women, Super & Wealth Summit hosted by the Financial Services Council and the Self-Managed Super Fund Association in Sydney today, FSC chief ...

InFocus restructures to support growth

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
... additions to a restructured leadership team. Taking on the role of general manager, financial advice is former head of wealth management for Heritage Bank Richard Herbst. Having also previously served as national manager of wealth management at Suncorp ...

Markets ignoring climate crisis: Hewson

ALEX BURKE  |  WEDNESDAY, 26 APR 2017
... drive the change." The AODP consults with the top 500 asset owners in the world - comprising large pension funds, sovereign wealth funds, university endowment funds and insurance companies - representing $45 trillion. When the project was launched 10 ...

Twelve million Aussies see benefits of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
A new advertising campaign launched by the Financial Planning Association of Australia is attempting to bust the myth that financial advice is just for the wealthy. The nationwide initiative is designed to demonstrate the value of financial advice ...

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
A former national manager at BT Financial Group is now heading financial advice at Fortnum Private Wealth. Joining Fortnum as head of advice is Kerry Thomas. She was previously national manager, practice advice, at BTFG and has more than 15 years' financial ...