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Showing 401 - 410 of 486 results for "Centric"

Super funds mindshift imperative

ELISE BURGESS  |  FRIDAY, 26 AUG 2011
... according to financial services software group, IQ Business Group. Super funds have reportedly begun moving towards a member-centric focus in response to the ageing population and rising rate of decumulation. Graham Sammells, chief executive of the IQ ...

UniSuper chair to retire

ALISON BEVEGE  |  THURSDAY, 5 MAY 2011
... Colonial First State Investments and Challenger Financial Services Group. He is a director of other organisations including Centric Wealth and Social Ventures Australia. Cuffe said there would not be any change in board direction. "It's business as usual," ...

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
... indemnity insurance claims also occurring after the global financial crisis. Ben Graham, financial planning representative for Centric Wealth Advisers, said that setting clear expectations with the client can help planners offset the risk of compensation ...

HSBC targets super funds with China access

MATT WOODINGTON  |  FRIDAY, 1 APR 2011
Global banking powerhouse HSBC ramps up its local presence with the launch of Asia-centric products and a senior appointment. The main products it will be pushing are Asian equities, Asian Fixed interest and China A shares, "a highly differentiating ...

Adviser award highlights need for women-centric advice

MATT WOODINGTON  |  TUESDAY, 22 MAR 2011
Concerns about the number of Australian women lacking adequate insurance and retirement savings are behind a new award for female financial advisers. The Association of Financial Advisers will launch the AFA Female Excellence in Advice Award in conjunction ...

Centric Wealth reframes advice

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
Financial advisory firm Centric Wealth sets new benchmarks in its profession through a new platform that combines a 'real world' approach to risk management with best-practice investing and advice-focused technology. The firm has launched a new investment ...

RI Advice Group targets WA practices

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
... across 125 member firms as of 31 January. "They understood our strategy and there was cultural alignment with a 'client-centric' approach and absolute commitment to providing quality values based advice," said Troy MacMillan, Wealth Designers principal ...

Premium China expands fixed interest portfolio

ELISE BURGESS  |  MONDAY, 14 FEB 2011
... its fourth fund - a fixed interest fund - to be called the Premium Asia Income Fund, as an additional tool in its Asia-centric portfolio construction. "Fixed interest in China is something that no one else has really thought about. We are trying to invest ...

Busy year ahead for industry groups

ELISE BURGESS  |  MONDAY, 17 JAN 2011
... planners and self-managed super fund professionals have mapped out a schedule this year targeted at stronger consumer-centric advice campaigns and a bigger voice in Canberra. The Financial Planning Association (FPA) will pursue its focus on Future of ...

Centric Wealth gears up for acquisitions

RUTH LIEW  |  FRIDAY, 19 NOV 2010
Dealer group Centric Wealth's acquisition pipeline has more than quadrupled in the last five months, with more planners keen to join the group, thanks to big league M&As bubbling in the market. Mergers such as AMP and AXA's present rare opportunities ...