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Showing 231 - 240 of 320 results for "Dynamics 2015"

Family office model attractive to feuding families

MARK SMITH  |  WEDNESDAY, 7 MAY 2014
Balancing the diverse needs and desires of various family members can be made significantly more difficult when large amounts of wealth are involved, research from Deloitte shows. The report, 2014 Private Wealth Outlook Championing Growth, found that ...

Japan's 1997 deja vu

BENJAMIN ONG  |  TUESDAY, 29 APR 2014
Despite market optimism over 'Abenomics' and widespread expectations that the Bank of Japan (BOJ) would eventually announce further expansion of monetary policy, Japan's stock market continues to trend lower. The Nikkei-225 index has sunk by 11.4% so ...

Praemium upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ...

Less than 15% meet ASFA standard of retirement savings

LAURA MILLAN  |  MONDAY, 31 MAR 2014
Less than 15% of Australians aged 40 to 64 meet the standard set by Association of Superannuation Funds of Australia (ASFA) for retirement savings, according to a survey by Towers Watson and the University of Melbourne. The research has determined that ...

Henderson acquires hedge fund manager H3 Global Advisors

MARK SMITH  |  THURSDAY, 14 NOV 2013
Australian and UK-listed fund manager Henderson Global Investors has acquired Australian and London-based alternative investment manager H3 Global Advisors. Henderson has acquired 100% of the equity of H3 Global Advisors though the exact terms were ...

OS property no place for risk taking

ALEX DUNNIN  |  WEDNESDAY, 30 OCT 2013
As institutional investor interest turns global, a major property manager has cautioned that international property markets are no place for increased risk taking. Christopher Andrews, head of client relationships and marketing at M&G Real Estate, said ...

Funds market climbs 12.7% to $1.6tr

STAFF WRITERS  |  WEDNESDAY, 18 SEP 2013
Australia's locally sourced funds management market climbed 12.7% during 2012-13 to reach an all-time record high of $1.614 trillion. Driving the growth was the 24% ASX return, the 33% return from international equities and an estimated $139 billion ...

Wonderully dreadful set of numbers

BENJAMIN ONG  |  THURSDAY, 5 SEP 2013
It's a wonderful set of numbers. Well...errr, it depends.A It depends whether you're an Abbott supporter or anti-Rudd crusader.A Whoops!A That means the same thing. Nah! That's not a Freudian slip.A I'm still deciding whether to go with the Australian ...

FUM breaks through pre-GFC barrier

ALICE URIBE  |  THURSDAY, 13 JUN 2013
It's taken five long years but Australia's funds under management (FUM) market has finally recovered all the FUM that was lost during the global financial crisis. Research released by the Rainmaker group in their March 2013 Roundup report reveals the ...

Volatile safe-haven bonds

BENJAMIN ONG  |  THURSDAY, 30 MAY 2013
Times like these, I really wish I had a twitter account and most importantly...know how to use it. Then I could just hashtag "what I said yesterday" and I'm done. Finito. Wall Street closed down overnight from up the night before. Like I said, markets ...