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Showing 281 - 290 of 507 results for "Davis"

Doubt over CGT relief delaying fund mergers

RACHEL DAVIS  |  MONDAY, 21 NOV 2011
Uncertainty over whether the Government will grant Capital Gains Tax relief for merging super funds is hampering consolidation across the super industry, according to the Australian Institute of Superannuation Trustees. Australian Institute of Superannuation ...

Centric Wealth taps Kearns for chief executive

RACHEL DAVIS  |  MONDAY, 21 NOV 2011
Centric Wealth has appointed senior Investec Bank executive, Phil Kearns, as its new chief executive officer, effective from 12 December. Centric Wealth has $4.9 billion in assets under advice (AUA). "The Board evaluated a number of outstanding candidates ...

Abbott: Coalition will not vote for SG but won't rescind it

RACHEL DAVIS  |  FRIDAY, 18 NOV 2011
Opposition leader, Tony Abbott, has made his position clear on the proposed rise in the superannuation guarantee to 12%. Abbott confirmed this morning at a Financial Services Council (FSC) breakfast in Sydney, that while his party will not vote in support ...

Investors at risk of disengaging from advice

RACHEL DAVIS  |  THURSDAY, 17 NOV 2011
A new survey has found that some investors who currently have a financial adviser are increasingly disengaged with the value of financial advice, with younger investors among the most dissatisifed. The Lifeplan ICFS Financial Advice Satisfaction survey ...

Challenger appoints head of Boutique Partnerships

RACHEL DAVIS  |  WEDNESDAY, 16 NOV 2011
Challenger Limited's funds management business has appointed Cathy Hales as its new General Manager, Boutique Partnerships. Hales joins Challenger from RREEF in New York, where she was Chief Operating Officer, Client Relations. Hales has also worked ...

ASFA: Retirement costs on the rise

RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
A couple looking to achieve a comfortable retirement will need to spend $55,316 a year, while those seeking a 'modest' retirement lifestyle need to spend $31,767 a year, according to new figures released today for the ASFA Retirement Standard. The updated ...

IRESS launches UK wealth management division

RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
IRESS has launched its Wealth Management division in the United Kingdom on the back of its selection as strategic supplier of wealth management advice technology by Sesame Bankhall Group, the largest distributor of retail financial advice in the UK. ...

Australia's retirement system the most sustainable in the world

RACHEL DAVIS  |  MONDAY, 14 NOV 2011
Australia has been ranked as having the best prepared retirement savings system followed by Sweden, Denmark, New Zealand and the Netherlands, according to Allianz Global Investors. The Allianz Global Investors Pension Sustainability Index (PSI) measures ...

Snowball acquires HNW wealth manager

RACHEL DAVIS  |  FRIDAY, 11 NOV 2011
Snowball has acquired a Melbourne based wealth management firm which specialises in providing family office services to high net worth clients. Jeena was established in 1991 by Pranlal Jeena and services a number of client families, managing approximately ...

Insto clients forecast a low growth world economy

RACHEL DAVIS  |  WEDNESDAY, 9 NOV 2011
Pessimism about the outlook for global growth has significantly worsened since March, according to a survey of institutional clients by global investment management firm PIMCO. PIMCO surveyed clients before its recent Macroeconomic Forum and asked respondents ...