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Showing 81 - 90 of 138 results for Mark Story

Soft-skills critical to maximising adviser value-add

MARK STORY  |  WEDNESDAY, 31 OCT 2012
The only adviser role more important than helping clients at claim-time is the front-end work necessary to help them adequately protect for a myriad of life events directly outside their control, according to financial adviser David Baccinelli. Presenting ...

Prepare now for MySuper revenue siege: MLC's Doust

MARK STORY  |  TUESDAY, 30 OCT 2012
Given that MySuper is a major game-changer in the way corporate super advisers earn a living, Neale Doust head of sales and relationship management at MLC Business Super suggests they invest sufficient time working how they'll survive once the brave ...

Dean Lombardo wins AFA Excellence in Education Award

MARK STORY  |  TUESDAY, 30 OCT 2012
Dean Lombardo from Access Financial Management is the 2012 winner of the Association of Financial Advisers (AFA)'s Excellence in Education Award. Now in its fifth year, the award, recognises the best and brightest financial advice professionals entering ...

Wealth Enhancers appoints risk insurance adviser

MARK STORY  |  MONDAY, 22 OCT 2012
Former Zurich high flyer, Belinda Sirio joins fast-growing boutique firm Wealth Enhancers as their first dedicated risk insurance adviser. Building on the specialist model the firm has embraced from day one, CEO Finn Kelly said: "Belinda is an excellent ...

netwealth adopts Morphic Global Opps Fund

MARK STORY  |  FRIDAY, 19 OCT 2012
The recently launched Morphic Global Opportunities Fund (MGOF) has been adopted on its first multi-user investor platform following its recent link to the netwealth Accessible Managed Funds Menu. General manager of investment and distribution at netwealth ...

Future Fund 'under-resourced' on climate risks

MARK STORY  |  FRIDAY, 19 OCT 2012
Still smarting over a Senate Committee gruelling over its tobacco investments, the Future Fund - the largest fund in Australia - is being accused of insufficient transparency over climate-change risk mitigation within its portfolio. A FOI search two ...

SMARTpension receives five-star rating

MARK STORY  |  FRIDAY, 19 OCT 2012
SMARTpension, the pension division of industry super fund Professional Associations Super, has been awarded CANSTAR's five-star rating for "outstanding value" in 2012. One of only seven funds to receive a five-star rating for members with medium ($400,000) ...

Macquarie in bid for Robeco: Report

MARK STORY  |  THURSDAY, 18 OCT 2012
Rabobank's Robeco unit is expected to be sold later this month, and if recent reports by Reuters are correct, Macquarie Group and Japanese finance company ORIX Corp are now among the contenders. Included among recent bidders for the European asset management ...

Guidance sought on Wellington's share distrib plans

MARK STORY  |  MONDAY, 15 OCT 2012
The Australian Securities and Investments Commission (ASIC) has commenced proceedings in the Federal Court challenging whether Wellington Capital Limited (Wellington) is legally able to distribute shares, as opposed to cash, to the unitholders in the ...

Big data 'big headache' for super: J.P Morgan

MARK STORY  |  FRIDAY, 12 OCT 2012
Understanding the likely impact of "big data" is rapidly becoming a key differentiator for Australian super funds and other large financial institutions vying for customers, according to J.P Morgan. The asset servicing firm argues that those funds truly ...