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Showing 511 - 520 of 617 results for "Wealth manager"

Snowball acquires HNW wealth manager

RACHEL DAVIS  |  FRIDAY, 11 NOV 2011
Snowball has acquired a Melbourne based wealth management firm which specialises in providing family office services to high net worth clients. Jeena was established in 1991 by Pranlal Jeena and services a number of client families, managing approximately ...

Market Wrap - Midday

AAP  |  THURSDAY, 3 NOV 2011
... consumer caution was likely to be a factor for some time. ANZ shares were 23 cents lower at $20.67 at 1203 AEDT. Wealth manager Perpetual retreated 46 cents to $20.84 after it forecast a drop in first half underlying profit due to falling equity markets. ...

Wealthy prefer online shopping

ALEX DUNNIN  |  WEDNESDAY, 26 OCT 2011
New research into online shopping shows that men not women are driving the charge, that wealthy people do it more often and that the 'touch and feel' factor is no big deal. Real estate group CBRE surveyed 10,000 people across 10 European countries and ...

Market Wrap - Midday

AAP  |  THURSDAY, 13 OCT 2011
... to $4.20 after the bank said former Qantas chief financial officer (CFO) Colin Storrie had been appointed CFO of wealth manager AMP. Mr Storrie will replace AMP's current CFO Paul Leaming, who will retire at the end of the year after almost 14 years ...

Rice Warner: opt-in cost applies to advisers in regular contact

MATT WOODINGTON  |  TUESDAY, 30 AUG 2011
The $11 per client cost of opt-in is based on the assumption that advisers are already in contact with clients at least once every two years, according to Rice Warner who made the calculation. The government yesterday said that the $11 per client includes ...

YBR adviser awards announced

ELISE BURGESS  |  WEDNESDAY, 24 AUG 2011
... Victoria were all awarded the Yellow Brick Road Conference Branch Award in marketing and communications. The National Wealth Manager of the Year was awarded to Di Nocerino, branch principal at Southport. The State Award Winners for 2011 were presented ...

Star hire strengthens IOOF adviser drive

ALISON BEVEGE  |  WEDNESDAY, 3 AUG 2011
... has $25 billion in funds under management. Most recently Weldon helped launch MLC Wrap in his role as MLC & NAB Wealth manager of wrap. Renato Mota, IOOF general manager of distribution, said the appointment would reinforce the existing strategy following ...

Consumers flex social media muscle

ELISE BURGESS  |  MONDAY, 1 AUG 2011
In under 24 hours, over 4,000 people signed up to an online Big Bank Switch campaign by consumer group, CHOICE, reflecting the increasing power of social media as a form of communication. The big four banks, the main target of the campaign, were also ...

Praemium renews with MSSB

LOREN RUGEBREGT  |  FRIDAY, 22 JUL 2011
Portfolio provider Praemium has renewed its agreement with wealth manager Morgan Stanley Smith Barney for another three years. The extended agreement follows the release of Praemium's online software V-Wrap and SMARTwrap in conjunction with Morgan Stanley ...

New software simplifies front office broking

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
Technology services firm GBST has launched new software it says will simplify client relationship management for the Australian broking industry. GBST FrontOffice allows brokers to view all client information including portfolio value, cash balance ...