The latest issue of Financial Standard now available as an e-newspaper
|Showing 11 - 20 of 22 results for "WealthFocus"|
|... by payments every six months as the books mature. Perpetual's Wholesale Monthly Income Fund, Monthly Income Fund, WealthFocus Super and Pension Fund's Mortgage Option, WealthFocus Investments Mortgage Fund and Private Investor Mortgage Fund will all ...|
|... was ranked first for platforms sales in 2008 (Wealth Insights Survey) and attained a top 10 market share ranking for Wealthfocus. Meanwhile Paul Norris has been appointed general manager - sales superannuation and investment solutions, replacing Mckinnon. ...|
|... more than five per cent over a two month period to January. It is available on the BT, Asgard, Aventeos, Perpetual Wealthfocus, Tower and IOOF platforms.|
|Advisers looking for an edge around CGT costs can now access Perpetual's WealthFocus Investment Advantage - a new non-super product that allows switching investment options without incurring capital gains tax. Eric Wang, Perpetual group executive of ...|
|Perpetual has upgraded its WealthFocus platform enabling advisers to automate the processing of a type of death benefit called 'anti-detriment payments', with the end result of a bigger lump sum payment for the benefit recipient. An anti-detriment payment ...|
|... instrumental in improving our platform offering and developing a best practice sales and marketing program for Perpetual's WealthFocus platform. "With more than 15 years' experience in the wealth management industry, Gai brings to Perpetual extensive ...|
|The British pensions regulator, Her Majesty's Revenue and Customs, has awarded Perpetual Wealthfocus 'Qualifying Registered Overseas Pension Scheme' (QROPS) status as part of recent legislative changes. This recognition means that UK expatriates will ...|
|... over the last three years and 19.9 per cent over the last 12 months. In the Australian equities category Perpetual's WealthFocus Super Plan - Geared Australian Fund took top honours, returning a stellar 43.9 per cent over three years and 50.8 per cent ...|
|... Perpetual Investments have appointed a former Credit Suisse AM platform manager as the new head of their retail platform WealthFocus. Before joining Perpetual, Barry Porter was responsible for CSAM's MasterWrap. He also worked as the manager of Investment ...|
|... Gullo says. In addition to the international options for Fidelity Perpetual's wholesale, pooled superannuation trust, WealthFocus allocated pension all being placed on hold the split growth, diversified growth and balanced growth options for the three ...|
A former New South Wales Treasury Corp executive has joined the prudential regulator as head of investment risk.
MLC Life has been handed a new group insurance mandate from a retail superannuation provider.
Pinnacle Investment Management has made a $3 million cornerstone investment in OpenInvest.
The Federal Reserve is restricting the investing activities of policymakers and senior staff, including banning them from holding or trading individual stocks and bonds.
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