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Showing 2521 - 2530 of 3163 results for "Owner"

AIOFP appoints directors

MEDIA RELEASE  |  FRIDAY, 22 OCT 2010
Dennis Maddern and John Ardino have been appointed as new directors of the Association of Independently Owned Financial Planners (AIOFP) board. Maddern is president of Melbourne-based Maddern Financial Advisers and Ardino is the managing director of ...

Ironstone partners advisers in property

ELISE BURGESS  |  WEDNESDAY, 13 OCT 2010
The issue of investing in residential property, particularly through self managed super funds (SMSF), is highly problematic for financial advisers due to restrictions prohibiting them to offer property-related advice, according to Ironstone Group. Sean ...

Rise of the new rich

MICHELLE BALTAZAR  |  TUESDAY, 12 OCT 2010
Financial planners have a new tool on hand to work out how best to cater for their next generation of clients following a new wealth report that shows which countries are breeding more billionaires and how they are investing their money. For decades ...

Govt to offer more choices on FHSAs

RUTH LIEW  |  THURSDAY, 7 OCT 2010
First Home Saver Accounts (FHSAs) could become more appealing to first home owners following proposed changes released this week. The draft legislation announced by the deputy Prime Minister and Treasurer Wayne Swan offers more concessions that will ...

Russell readies for intra-fund advice

COMPANY RELEASE  |  WEDNESDAY, 6 OCT 2010
Russell Investments is on track to roll out intra-fund advice as part of its administration model upgrades. According to a press statement released this morning, Russell announced it would introduce intra-fund advice to support its member engagement ...

CalPERS shifts $1bn to GID

ELISE BURGESS  |  TUESDAY, 5 OCT 2010
US pension fund CalPERS has consolidated its $1.1 billion core multifamily apartment portfolio to long-term partner GID Investment Advisers LLC (GID). The California Public Employees' Retirement System (CalPERS) said that it made the decision to advance ...

LGS appoints managers

ELISE BURGESS  |  WEDNESDAY, 29 SEP 2010
... equities and direct property. In July LGS sold its half stake in admin and investment provider FuturePlus to its other half-owner Energy Industries Superannuation Scheme (EISS) with LGS stating at the time that it plans to internally manage the member-focused ...

Asia-Pac HNWI market approaches US$10 tn: report

JOHN MCDULING  |  TUESDAY, 28 SEP 2010
The combined wealth of Asia-Pacific's high net worth individuals (HNWI) surged almost 31 per cent in 2009 to US$9.7 trillion, erasing the losses recorded in 2008 and placing the Asian market above Europe for the first time on record, a new survey has ...

BT Wrap lifts fog on model portfolios

ELISE BURGESS  |  TUESDAY, 21 SEP 2010
Dealer groups can have a better understanding of how their financial advisers use 'model portfolios', cash and equities for their clients through key upgrades to BT Wrap this month. In a three-year project that's costing over $18 million, the team behind ...

Divorcing super

ELISE BURGESS  |  MONDAY, 20 SEP 2010
Divorce battle over self-managed super fund assets and art ownership within SMSFs raises tricky questions over what happens when only one of the splitting couple is a fund trustee. Many Australian couples are often unaware of the effect divorce can ...