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Showing 421 - 430 of 469 results for "Next Generation"

Macquarie Wrap launches model portfolios

ELISE BURGESS  |  THURSDAY, 2 DEC 2010
... dealer groups to test functionality and capabilities. The launch marks the first stage in the delivery of its next generation wrap platform, the Macquarie Wrap Model Portfolios, with each model holding up to 30 investments, which can be selected from ...

Advisers of tomorrow are 'choice architects'

ALEX DUNNIN  |  TUESDAY, 26 OCT 2010
... going into care but reaching out to and working with their families. "It enables advisers to leverage into the next generation of wealth. The client with the problem is often not the person going into care but their adult children," said Biti. Advisers ...

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 ...

Birth of the iPad adviser

MICHELLE BALTAZAR  |  WEDNESDAY, 8 SEP 2010
... setting a technological milestone in the planning industry. Some 50 financial advisers who are attending the group's Next Generation Training Conference, a conference for advisers under the age of 40, will receive an iPad as soon as they sign at the ...

More wealth mgmt on web

ELISE BURGESS  |  MONDAY, 30 AUG 2010
Next generation investors and retirees will be relying more on the web for 'rich media' updates on how their investments are faring, said a finance technology expert. Barbara Cooke, communications director at Thomson Reuters, told the attendees of last ...

Retirement specialist joins ING from BT

JOHN MCDULING  |  MONDAY, 30 AUG 2010
Patrick Clarke has been appointed head of next generation products and services, a newly created position responsible for developing and implementing new products, as well as running ING Australia's e-business, which includes Money One - the front end ...

Tower names chief underwriter, new mgr

JOHN MCDULING  |  THURSDAY, 26 AUG 2010
... protection. "This appointment recognises the role that Helen has performed in building and delivering Tower Australia's next generation life insurance platform, Accelerated Protection, and we look forward to her bringing further innovation across the ...

Should super go social?

MICHELLE BALTAZAR  |  WEDNESDAY, 28 JUL 2010
... working - about play, not business... dismissing social networking in this way is not only choosing to neglect your next generation of customers, but it is ignoring the very key to growing your business," she said. But she warned against jumping on the ...

Govt to inject $25m into 'best practice' regulation

MICHELLE BALTAZAR  |  WEDNESDAY, 12 MAY 2010
The government will pump up to $25 million over four years into a new centre that will teach and train the next generation of financial regulators in Australia while building ties with the regulatory powers-that-be in Asia. Speaking at a post-Budget ...

ME Bank inks Telstra deal

MICHELLE BALTAZAR  |  TUESDAY, 11 MAY 2010
... commitment to the financial services industry. The telecoms giant has been busy finding ways to reach out to the next generation of banking customers. Last year, the group published a detailed research showing how financial services providers can better ...