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Showing 51 - 60 of 1558 results for %22Terri Ho%22

UHNWs wealth in decline: Report

CHLOE WALKER  |  THURSDAY, 2 MAR 2023
Challenging markets saw most ultra-high-net-worth individuals' (UHNWI) wealth decline last year, with their collective wealth globally falling by 10% or $14.9 trillion, according to Knight Frank's 2023 Wealth Report. The report, now in its 17th ...

CountPlus appoints new chief risk officer

ANDREW MCKEAN  |  MONDAY, 20 FEB 2023
CountPlus has appointed a new chief risk officer from Australian Executor Trustees (AET). CountPlus appointed Lisa Chambers, with the company saying she brings significant commercial risk expertise and a strategic mindset. Previously a general manager ...

Adviser pay, incentives disparity revealed

KARREN VERGARA  |  FRIDAY, 17 FEB 2023
Experienced financial advisers working across major cities are earning as much as $150,000 per year, significantly more than their counterparts in smaller and regional hubs. According to consulting firm Business Health, which canvassed nearly 100 advice ...

Knight Frank, Berkadia form international alliance

CHLOE WALKER  |  THURSDAY, 16 FEB 2023
Together, Knight Frank and capital markets advisory firm Berkadia will partner to become one of the world's leading multi-family brokers. The new partnership will establish a premier global capital markets platform, providing clients with access to ...

Productivity Commission kicks off philanthropy review

CHLOE WALKER  |  MONDAY, 13 FEB 2023
The Productivity Commission review aims to boost donations to charities and meet the government's goal of doubling philanthropic giving by 2030. The Productivity Commission has been asked to consider the trends in philanthropic giving in Australia ...

Fiducian expands adviser base, increases FUA

KARREN VERGARA  |  MONDAY, 13 FEB 2023
Fiducian saw the number of its financial advisers grow from 66 to 84 representatives in the second half of 2022 and flagged that another five franchises are in the process of joining the fold. Releasing its half-year report on the ASX this morning ...

Countplus takes on regional firm

CHLOE WALKER  |  WEDNESDAY, 25 JAN 2023
Countplus' Moggs Accounting + Advisory (Moggs) has acquired Shepparton-based Timothy Trevor Gubbins. As part of the transaction, founder Timothy Gubbins is expected to remain with the business for a period of one year to help assist with an orderly ...

Australians are unprepared for retirement: Fidelity

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
A Fidelity International report found that many Australians are ill-prepared for retirement, lacking control in the retirement planning process. Fidelity's New Life Old Life report showed that a third of older Australians who planned their retirement ...

Don't miss out on deep value US stocks: GMO

CHLOE WALKER  |  THURSDAY, 12 JAN 2023
Otherwise known as the 'cheapest quintile', deep value stocks are the most attractive and underrepresented group within US equities today, according to GMO's asset allocation team. While value outperformed growth by a wide margin last year ...

2023 the year for fixed income: Schroders

CHLOE WALKER  |  THURSDAY, 8 DEC 2022
According to Schroders deputy head of fixed income Australia Kellie Wood, while 2022 was the year for investors to be out of fixed income, the year to be back in is 2023. "2022 has certainly been a very tough year for us as bond managers," Wood said. ...