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Showing 501 - 510 of 617 results for "Wealth manager"

SMSFs need better access to alternatives: BlueSky

MELANIE TIMBRELL  |  FRIDAY, 6 JUL 2012
The focus by fund managers on the 'big end of town' has negatively impacted SMSFs, who have missed out on quality options for alternative returns, according to BlueSky Alternative Investments. This is despite SMSF significant cash weighting making them ...

As many smartphones as people

ALEX DUNNIN  |  MONDAY, 18 JUN 2012
Half the Australian population is now using smartphones, a shift that is expected to ratchet up pressure on superannuation funds and wealth managers to use the emerging channel to communicate with members and distribute information. Market research ...

Market Wrap

AAP  |  THURSDAY, 14 JUN 2012
... cent, to $23.62 by 1218 AEST. The Australian Financial Review reported a private equity player was targeting the wealth manager and may make a takeover offer of around $30 per share. Telstra firmed 0.5 cents to $3.615. The spot price of gold in Sydney ...

UHNW households top global growth: BCG

MELANIE TIMBRELL  |  FRIDAY, 1 JUN 2012
Ultra high net worth households topped global private wealth growth in 2011, according to Boston Consulting Group, with a further 8% rise in segment wealth predicted over the next five years. Wealth held by ultra-high net worth (UHNW) households, defined ...

BT launches no margin call loan

LINDA HAUSKEN  |  TUESDAY, 1 MAY 2012
... response to renewed investor interest, due to low volatility in the Australian share markets. The Westpac-owned wealth manager is offering investors the BT Professional Investment Loan, a fixed five year loan that that promises no margin calls during ...

JBWere partners with Swiss bank

MELANIE TIMBRELL  |  THURSDAY, 22 MAR 2012
JBWere has entered into a partnership with family-owned Swiss private bank Lombard Odier to deliver international trading capabilities. Available to investors in Australia and New Zealand with more than $1 million to invest, the partnership allows JBWere ...

Genetics not education drives investor behaviour

ALEX DUNNIN  |  WEDNESDAY, 14 MAR 2012
Genetic predisposition rather than lack of knowledge or financial education is the biggest hurdle confronting super fund trustees, wealth managers and financial advisers trying to help fund members and investors make better investment decisions, reveals ...

Market Wrap

AAP  |  THURSDAY, 16 FEB 2012
... Corporation's first-quarter cash profit fell slightly due to a fall in income from its markets-related business. Wealth manager and life insurer AMP reported an 11 per cent fall in its full-year net profit to $688 million. Its shares opened 13 cents ...

Perpetual resources focus looks offshore

ELISE BURGESS  |  THURSDAY, 17 NOV 2011
... resilient, said one portfolio manager. James Bruce, portfolio manager, Perpetual's global resources team, said the wealth manager had reallocated its own resources stock offshore over the past 12 months. "We have moved money into the US, Canada and Europe ...

MLC MasterKey fees cut, new features

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
... MasterKey Fundamentals platform has been reshaped with new investment options and the cutting of fees, a move the wealth manager said will benefit clients and advisers. The MasterKey Fundamentals platform, which has been in operation since 2006, will ...