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Showing 961 - 970 of 2016 results for "WIS"

Shareholders need greater voice on ESG: ACSI

DARREN SNYDER  |  MONDAY, 30 OCT 2017
The Australian Council of Superannuation Investors believes the current framework for shareholder resolutions is flawed and needs reform. ACSI's latest report said Australia's corporate governance framework restricts an important right of shareholders ...

AFA praises FASEA's 'sensible' first priority

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
The Association of Financial Advisers believes the Financial Adviser Standards and Ethics Authority's decision to first clarify the education pathway for new advisers is an encouraging first step by the board. The move by FASEA has been welcomed by ...

Former Crestone CIO joins Aberdeen Leaders

ALEX BURKE  |  THURSDAY, 26 OCT 2017
The board of Aberdeen Leaders Limited (ALR) has appointed a joint chief executive and chief investment officer. David Sokulsky was previously chief investment officer of Crestone Wealth Management. Prior to that, he was head of investment strategy at ...

Crestone names new chief investment officer

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
The former chief economist at UBS Australia is Crestone Wealth Management's new chief investment officer. Regarded as one of Australia's leading investment experts, Scott Haslem will lead Crestone's investment team as of January 2018, replacing David ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
StatePlus has partnered with a specialist organisation to help mature age workers transition seamlessly and holistically to retirement. The collaboration with Perth-based Life Time Wise, a practice that coaches baby boomers on financial, workforce and ...

Macquarie Atlas Roads farewells chief executive

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2017
The chief executive of Macquarie Atlas Roads (MQA) will step down after eight years in the role. Peter Trent is exiting the role in February 2018 to be succeeded by current Macquarie Infrastructure Corporation (MIC) chief executive James Hooke. Following ...

Wills should be reviewed, not refuted: EQT

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
Financial advisers must ensure clients' estate plans are being regularly reviewed to avoid the potential diminishment of assets as a result of costly family drama when they're gone, Equity Trustees said. The asset management and estate planning experts ...

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
Financial advisers are now better equipped to help retiree clients ensure they won't run out of money with CommInsure expanding its range of retirement savings strategies through collaboration with a US academic. A new strategy, called Staggered Annuitisation ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
An international transition specialist believes a success marker for the Australian financial advice industry will be how it copes as the baby boom becomes a death boom. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Corgenius ...

Financial advice key for world in reverse: Geldof

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Sir Bob Geldof urged the financial advisers of Australia to proactively prepare for the significant generational wealth transfer that is approaching to ensure people continue to receive financial advice. The keynote speaker at this year's Association ...