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Showing 81 - 90 of 1606 results for %22Michelle Baltazar%22

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
The managed accounts industry is tipped to hit $60 billion by 2020, heavily disrupting traditional asset manager business models and driving the growth of financial advice groups, according to Morgan Stanley Research. In an extensive 75-page broker ...

Financial Standard to present at upcoming netwealth webinar

KERRIE SYDEE  |  FRIDAY, 29 JUL 2016
During next month's netwealth webinar, Michelle Baltazar from Financial Standard will explore how you can get better client outcomes and conversations through the use of managed accounts. You will learn about: * Key findings from the latest Financial ...

Industry leaders in sales and marketing recognised at MAX Awards

MARK SMITH  |  FRIDAY, 24 JUN 2016
... continue to spearhead investor-centric initiatives that are world-class, highly relevant and innovative," said Michelle Baltazar, director of media and publisher. More than 200 financial services professionals attended the awards dinner held at the Museum ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
Just over a decade ago, netwealth was a platform start-up with $500 million in funds under administration. This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model. At an annual client update ...

Nominations open for 2016 MAX Awards

MICHELLE BALTAZAR  |  THURSDAY, 24 MAR 2016
The financial services industry's marketing, advertising and sales excellence awards, the 2016 MAX Awards, will be held on the 23rd of June at the Museum of Contemporary Art in Sydney. Nominations are now open. The annual event is hosted by Financial ...

FICAP marks 10th anniversary with record fundraising

MICHELLE BALTAZAR  |  THURSDAY, 17 MAR 2016
The Financial Industry Community Aid Program (FICAP) celebrated its tenth year milestone last week by raising more than $200,000 at its annual 'Who Wants to be a RockStar?' fundraising night. More than 700 professionals from the financial services industry ...

SMAs driving growth at fund manager Altair

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
Australian shares and income fund manager Altair Asset Management are seeing more demand for its managed accounts solutions, signing two major planning groups in recent months and close to wrapping up one other. Founder and chief investment officer ...

HUB24 funds under administration to hit $3bn

MICHELLE BALTAZAR  |  MONDAY, 7 MAR 2016
There is no shortage of good news at listed company HUB24, which is forecast to almost double its funds under administration (FUA) within 12 months. The share price tells the story: From a 52-week low of just over a dollar, shares in the platform provider ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
Client data processing has always been a perennial pain in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that. Platform provider netwealth and software solutions ...

Funds under management to hit $8tr by 2035: research

MICHELLE BALTAZAR  |  FRIDAY, 19 FEB 2016
Competition will intensify among the country's largest fund managers as research forecast the size of the wealth management market to reach $8 trillion by 2035, at a bare minimum. In the latest Rainmaker Roundup report on funds under management (FUM) ...