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Showing 9771 - 9780 of 22150 results for "Tim"

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Nineteen Financial Planning Association members from across Australia completed a grueling seven-day, 726-kilometre fundraising ride in Hobart last week in the lead up to the 2017 FPA Professionals Congress and to help those in need. This year ten FPA ...

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Financial planners attempting to create a one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory ...

Fund managers should have personal stake: Poll

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Fund managers should 'put their money where their mouth is' and have a personal stake in the funds they manage, Financial Standard's weekly poll results show. About 80% of respondents either agree or strongly believe this statement, indicating portfolio ...

Sydney licensee caught out on conflicts

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
ASIC accepted an enforceable undertaking from a Sydney investment banking, stockbroking and research firm following an investigation into conflicts of interest. In July 2015 Foster Stockbroking was the sole lead manager for the initial public offering ...

New investment consultant for $2bn industry fund

EMMA RAPAPORT  |  MONDAY, 27 NOV 2017
An industry super fund with $2 billion under management has ended its nine-year relationship with JANA, seeing in the New Year with a new primary investment consultant. AvSuper, winner of this years' SelectingSuper Consumer Choice award, appointed Frontier ...

Aurora CFO terminated as $1m vanishes from listed trust

ALEX BURKE  |  MONDAY, 27 NOV 2017
Aurora Funds Management has terminated the employment of its chief financial officer after $1 million was withdrawn from the bank account of a listed Aurora vehicle over the weekend. Terminated chief financial officer Betty Poon's involvement in the ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Two FS Power50 advisers told an industry conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice ...

No big deal or not yet?

BENJAMIN ONG  |  MONDAY, 27 NOV 2017
Perhaps 'twas because of the Thanksgiving holiday or it could be that everybody and their dogs were busy gearing up for the Black Friday sale that the big drop in China's stock market last Thursday got just a little hoo-ha last week. Even the S&P/ASX ...

Superannuation savings reach $2.5 trillion

EMMA RAPAPORT  |  FRIDAY, 24 NOV 2017
Australian's superannuation assets have hit $2.5 trillion for the first time, according to the latest APRA statistics. Figures show an 8.7% increase over the 12 months from September 2016 from $2.3 trillion to $2.5 trillion in total superannuation assets. ...

Mercer assists super fund members experiencing domestic violence

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
A new framework outlining best practice for dealing with victims of family violence is now available free of charge to Australia's superannuation funds ahead of White Ribbon Day on Saturday 25 November. In the past two years Mercer Australia has received ...