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Showing 161 - 170 of 213 results for "M2 Group"

Centric Wealth signs on XPLAN

COMPANY RELEASE  |  FRIDAY, 14 AUG 2009
Centric Wealth Advisers has entered into an agreement with IRESS to deploy the tech firm's web-based adviser desktop, XPLAN. "Following a strategic review of systems, extensive input from our adviser team, and a formal market analysis, IRESS was chosen ...

Officium Capital hires new 'best ideas' manager

MICHAEL HOBBS  |  THURSDAY, 6 AUG 2009
Officium Capital has selected Souls Funds Management to manage its concentrated best ideas fund after the previous manager, MMC Asset Management was sold last month. John Nunan, chief executive at Officium Capital, said the fund didn't want to leave ...

Market Wrap - Morning

AAP  |  TUESDAY, 28 JUL 2009
The Australian sharemarket is likely to open slightly higher after a moderately positive lead from Wall Street. At 0700 AEST on the Sydney Futures Exchange, the September share price index contract was five points higher at 4118. In economic news, Governor ...

Retirement platforms growing fastest

ALEX DUNNIN  |  TUESDAY, 30 JUN 2009
Eight of the ten fastest growing platforms are retirement products, confirming that the sector is fast becoming a wealth management heavyweight, reveals new research from Rainmaker. The findings are contained in the latest Rainmaker Advantage report ...

Plum members avoid switching

RUTH LIEW  |  FRIDAY, 22 MAY 2009
Bucking the trend of high volumes of super members switching to cash, Plum Financial Services has reported that less than 2 per cent of its assets were switched to cash in the last 12 months despite the market crash as members hang on to investments. ...

Market Wrap - Morning

AAP  |  WEDNESDAY, 25 FEB 2009
The Australian market has received a strong lead from Wall Street, although precious metals were down. Copper and oil both were up, however. At 0808 AEDT on the Sydney Futures Exchange, the March SPI futures index was 70 points HIGHER at 3,385. In economic ...

Paragem tips scales for small planners

MICHELLE BALTAZAR  |  FRIDAY, 20 FEB 2009
Small-size planning groups keen to cut their licensing and admin costs without sacrificing their independence and quality of service are driving the demand for the 'shared services' model, said Paragem's managing director Ian Knox. Knox said some planning ...

CAAM and Soc Gen merger good for Australia

RUTH LIEW  |  TUESDAY, 27 JAN 2009
Credit Agricole Asset Management's clients in Australia are expected to reap the rewards of enhanced investment expertise following the merger of Credit Agricole with French banking giant, Societe Generale. Credit Agricole released a statement yesterday ...

Asgard and IOOF add Patriot funds

RUTH LIEW  |  FRIDAY, 5 DEC 2008
While some fund managers are now struggling to get their business to advisers, the little publicised Aussie equities boutique Patriot Asset Management's products have won places on Asgard and IOOF's platforms. Melbourne-based Patriot is part of the ...

Market Wrap - Morning

AAP  |  FRIDAY, 28 NOV 2008
Australian markets have received no lead from Wall Street, closed as US markets were for Thanksgiving. At 0746 AEDT on the Sydney Futures Exchange, however, the December Share Price Index futures contract was up 32 points at 3,600. In economic news ...