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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 ...

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Macquarie AM splashes billions on Applied Digital Corporation

MATTHEW WAI

Macquarie Asset Management (MAM) has pledged US$5 billion to NASDAQ-listed Applied Digital Corporation, which provides high-performance computing (HPC) data-centre solutions.

Subscription EVs attract HESTA, IFM interest

JAMIE WILLIAMSON

IFM Investors and HESTA, by way of its mandate with the former, will take a 49% stake in Splend Group, a provider of subscription electric vehicles.

Economist's wishlist: Lower tariffs, bond yields settling

ELIZA BAVIN

AMP deputy chief economist Diana Mousina has listed her top five wishlist items for 2025, with hopes for lower inflation and avoiding a trade war.

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA

MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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