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Showing 9491 - 9500 of 21783 results for "Dec"

Former Moneywise duo launch advice firm

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
Two former Moneywise executives have launched a new financial advice business with a focus on authenticity and a mission statement to make advice easier to understand for those who need it. Licensed through Charter Financial Planning, former Moneywise ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
After 25 years Financial Recruitment Group founder Judith Beck will no longer recruit, opting to instead focus her energy on the rapidly growing association Financial Executive Women. Beck said FRG will continue to consult directly to organisations ...

The Fed's aware of building imbalances

BENJAMIN ONG  |  TUESDAY, 28 NOV 2017
Watching Wall Street break one record high after another make it very tempting to join the herd or raise allocation of US equities in portfolios. There's the fear of missing out (FOMO) and then there's the shorts that, time and again in the current ...

Industry fund chair steps down after three decades

EMMA RAPAPORT  |  MONDAY, 27 NOV 2017
Chair of industry super fund BUSSQ is stepping down after 33 years of service to the building, construction and civil services industry. Bob Lette, who has served on the board since the fund's inception in 1984, will be remembered for making a major ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise. According to Australian Unity Trustees, Australia's ageing population ...

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
The rise of the "algorithmic advisers" requires a change in attitude and mindset from the financial advice and planning communities. Futurist and chief executive of global consultancy firm Tomorrow, Mike Walsh, told the 2017 Financial Planning Association ...

Big bedrooms pose challenge for planners

DARREN SNYDER  |  FRIDAY, 24 NOV 2017
More pillows in Australian bedrooms means there are consequences for financial planners across Australia as they try to match the lifestyle demands of clients. On top of residential property booms in Sydney and Melbourne, the 'pillowfication' of Australian ...

Fintech expands with eight new appointments

EMMA RAPAPORT  |  THURSDAY, 23 NOV 2017
A Sydney fintech is responding to growing demand for its suite of financial management solutions with eight to appointees to its account management and client service teams. Moneysoft, founded in 2012 by former financial adviser Peter Malekas to help ...

Leading asset consultant makes specialist hire from NAB

ALEX BURKE  |  THURSDAY, 23 NOV 2017
One of Australia's largest asset consultants has named a new specialist hire. Nam Tran joins Frontier Advisors as specialist consultant from NAB, where he held multiple roles, most recently as associate director, institutional banking. Prior to that ...

The price is not right

BENJAMIN ONG  |  THURSDAY, 23 NOV 2017
Quo vadis inflation? The minutes of the Fed's 31 October - 1 November FOMC meeting revealed Yellen & Co's continued confusion over the unresponsiveness of consumer price inflation to undeniably solid growth in the economy. According to the minutes ...