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Showing 791 - 800 of 1850 results for "Mind"

What the RC can teach us about trust: Deloitte

DARREN SNYDER  |  MONDAY, 29 OCT 2018
One of the big four accounting and professional services firms is seizing the financial services Royal Commission as an opportunity to better understand how trust works in Australian banks. Launching its first trust index for Australia's banking ...

Downsizer scheme gains ground

JAMIE WILLIAMSON  |  WEDNESDAY, 24 OCT 2018
... in determining eligibility and applying this strategy, it makes sense to seek professional guidance for help and peace of mind." Clients can make multiple contributions from the sale of the primary residence, provided it doesn't total more than $300,000 ...

Reforms impact adviser mental health

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
Financial advisers must band together to support their peers who are struggling to cope with the immense change occurring in the industry. Speaking at the AFA National Adviser Conference, Mindstar chief executive Aaron Williams said an increasing number ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
... receive advice. "Most people responding to the survey, 79.4%, either agree or strongly agree that they feel more peace of mind since receiving advice," Kewin said. "One of the key findings from the white paper was that in general, people who receive ...

Cbus invests in UK infrastructure

KANIKA SOOD  |  FRIDAY, 12 OCT 2018
The $47 billion industry fund has taken a direct stake in a UK ports company in which First State Super also holds a share. The investment in Forth Ports is Cbus' first direct offshore investment in infrastructure. It takes Cbus' infrastructure ...

Are ETFs really the next smartphones?

DARREN SNYDER  |  FRIDAY, 12 OCT 2018
Investment in exchange-traded funds can no longer be "phoned in" especially when the products are viewed as a transcendent technology that will reshape the traditional fund landscape. Using the analogy that smartphones have become less about calling ...

Aged care RC will spook Aussies into advice

HARRISON WORLEY  |  THURSDAY, 11 OCT 2018
... up in this situation,' so I actually think it will increase demand for financial advice, because they want that peace of mind," he said. Aged Care Steps director and fellow panellist Assyat David agreed, adding she thinks the inquiry will begin a conversation ...

Advice is a sea of sameness

HARRISON WORLEY, MICHELLE BALTAZAR  |  WEDNESDAY, 10 OCT 2018
Addressing the AFA National Adviser Conference, chief executive and founder of Don Connelly & Associates, Don Connelly said financial advisers should look to differentiate themselves in a "sea of sameness." Connelly compared picking an adviser to selections ...

Random questions forge deep connections

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... forge deeper client connections. "They (clients) are coming to you for so many different things, and a lot of it is peace of mind," Bennett said. "You can really build deep connections with your clients, just by asking these kind of questions." AFA national ...

Former Perpetual staffer joins Nanuk

HARRISON WORLEY  |  TUESDAY, 9 OCT 2018
Nanuk Asset Management appointed a veteran analyst and portfolio manager to its Sydney-based team. Jane Henderson has come on board as an investment analyst, with a remit to help the firm find and invest in companies befitting the boutique's unique ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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