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Showing 5311 - 5320 of 9286 results for "wealth"

Fund managers must offer genuine partnerships

MARK SMITH  |  WEDNESDAY, 14 SEP 2016
... "As an employee-owned firm, a meaningful portion of employees' incentive compensation as well as the majority of my own wealth will be invested alongside client funds. Personal securities trading by our employees is also prohibited," he explained. The ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... Incomes (CSRI) chief executive Patricia Puscuzzo believes that superannuation itself is too heavily-geared towards building wealth rather than drawing down on it - and this is despite the government recently enshrining superannuation's objective as being ...

Pitcher Partners enters into joint venture

ALEX BURKE  |  MONDAY, 12 SEP 2016
... Pitcher Partners Sydney partner Charlie Viola said. "The importance of insurance protection in any business undertaking or wealth creation aspiration cannot be underestimated. "However, insurance and its myriad of variations, options and offerings is ...

PIMCO hiring for 20 new roles in Asia expansion

ALEX BURKE  |  MONDAY, 12 SEP 2016
... Mogelof said the region "continues to be an important growth engine for PIMCO. We manage assets for both institutional and wealth management clients, with more institutional assets at present but a rapidly growing individual investor base." He added ...

Kina appoints Suncorp vet as director

ALEX BURKE  |  MONDAY, 12 SEP 2016
... joins Kina while serving as a non-executive director of Queensland Treasury Corporation, Stanwell Corporation, InFocus Wealth Management and the National Affordable Housing Consortium. She also sits on the Queensland Advisory board at AustralianSuper ...

Class integrates with startup to help advisers

JAMIE WILLIAMSON  |  FRIDAY, 9 SEP 2016
... visualisation capabilities, for both advised and unadvised clients. "Simply Wall St is another great example of innovation in the wealth management space, and we're excited to be part of this new integration," said Class chief executive Kevin Bungard. ...

Infocus sets sights on culture

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
Queensland based Infocus Wealth Management has launched a national masterclass, which focuses on client engagement and the delivery of quality advice. The on-going masterclass titled 'Building a High Performing Advice Business' has seen more than 100 ...

Deloitte partner moves to Trustee Partners

DARREN SNYDER  |  FRIDAY, 9 SEP 2016
... Partners' co-founder and managing director Phillip Kingston. Huppert has more than 25 years' experience in superannuation, wealth management and life insurance. His first 10 years were spent in a variety of actuarial roles at Colonial Mutual before moving ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... most of the money because they're going to live longer - that's just the reality. We will all be dealing with women as the wealth transfer happens with baby boomers."

ANZ COO departs in management restructure

ALEX BURKE  |  THURSDAY, 8 SEP 2016
... Furthermore, divisional chief operating officers will now report directly to the Australia, New Zealand, institutional and wealth businesses. Finally, deputy chief executive Graham Hodges will take over management of group hubs, enterprise services and ...