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Showing 471 - 480 of 617 results for "Wealth manager"

SFG pursues mergers on WHK suspension

ALICE URIBE  |  WEDNESDAY, 8 MAY 2013
... other party." In February this year SFGA announced the merger proposal with rival WHK, days after it announced that wealth manager Lachlan Partners would be integrated into the company. After discussions began in October 2012, SFGA said that a non-binding ...

Perpetual to acquire The Trust Company

MARK SMITH  |  TUESDAY, 7 MAY 2013
... compelling growth opportunity and further progresses Perpetual's vision of becoming Australia's largest independent wealth manager of choice," Perpetual chairman Peter Scott said. "Like Perpetual, The Trust Company has a longstanding history of acting ...

UK to tax platform rebates as income

ALEX DUNNIN  |  TUESDAY, 23 APR 2013
In a shock decision, the UK taxation authority has issued a ruling that declares some platform rebates to be de facto income on which investors will have to pay tax. The ruling has caused outrage among the UK wealth management community that has claimed ...

Rainmaker appoints brand and media strategist

LAURA MILLAN  |  MONDAY, 22 APR 2013
Rainmaker Group has appointed financial services brand and marketing veteran Bronwyn Delaney as Brand and Media Strategist. In this newly-created role, Bronwyn will be responsible for providing a strategic facility for Rainmaker clients who are seeking ...

SFG mulls merger with WHK

BEN COLLINS  |  MONDAY, 25 FEB 2013
SFG Australia has proposed a merger with rival WHK Group, days after it announced that wealth manager Lachlan Partners would be integrated into the company. After discussions began in October 2012, SFG Australia this morning said that a non-binding ...

IOOF posts $33.2m profit

BEN COLLINS  |  MONDAY, 25 FEB 2013
Listed wealth manager IOOF has announced a $33.2 million net profit after tax for the period to 31 December. "IOOF has delivered another solid underlying performance amidst an ever-changing financial and regulatory environment," said Christopher Kelaher ...

AMP Capital posts strong earnings

BEN COLLINS  |  THURSDAY, 21 FEB 2013
... investment markets have helped AMP's funds management arm (AMP Capital) post a strong increase in operating earnings. Wealth manager AMP released its results this morning, which show that AMP Capital's operating earnings are up 42% for the second half ...

Portfolio management tool launched

LAURA MILLAN  |  THURSDAY, 14 FEB 2013
Wealth management technology provider Financial Simplicity has launched a new tool that uses graphical interpretations of data to manage and analyse tailored portfolios. The release is a response to the industry's demand for more consumer interaction ...

Super fund return expectations unrealistic

MARK SMITH  |  WEDNESDAY, 13 FEB 2013
Superannuation funds expecting to achieve 3-4% above inflation on their typical balanced options are likely to be disappointed, according to Credit Suisse Private Banking's David McDonald. The head of strategy and research for Australia told journalists ...

Anova wins tech industry recognition

MARK SMITH  |  THURSDAY, 7 FEB 2013
DST Global Solutions' Anova investment data software has been named 'best-in-class' in the CEB TowerGroup Wealth Management report. To compile the report CEB TowerGroup collected qualitative and quantitative data from interviews with industry experts ...