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Showing 531 - 540 of 617 results for "Wealth manager"

Self-directed investors challenge industry giants

MICHELLE BALTAZAR, ALEX DUNNIN  |  MONDAY, 14 FEB 2011
Wealth managers already struggling to defend their business models against intra-fund advice and MySuper reforms are set to be confronted by even bigger challenges - this time from a new breed of product providers built solely to cater for self-directed ...

Banking on a super precedent

ALEX DUNNIN  |  MONDAY, 13 DEC 2010
Treasurer Wayne Swan's banking reform is also a warning of what could be in store for superannuation. Yesterday the Treasurer released his long awaited reform package and while it wasn't aimed at super funds and wealth managers, if some of the key consumer ...

AWM advisers join AFA

MEDIA RELEASE  |  FRIDAY, 19 NOV 2010
More than 300 Australian Wealth Management financials advisers have signed up to the Association of Financial Advisers - bringing the industry association's membership to approximately 7,000 advisers. Four licensees including Bridges Financial Services ...

Infocus awards advisers

ELISE BURGESS  |  MONDAY, 8 NOV 2010
Financial planning network Infocus Money Management has acknowledged its top advisers at its annual conference and gala awards held 28 October. The awards, presented in front of delegates from Queensland, NSW, Victoria, South Australia and Western Australia ...

Sustainable investing gathers steam in Europe

NEWS RELEASE  |  FRIDAY, 10 SEP 2010
The share of sustainable investments in European High Net Worth Individuals' (HNWIs) portfolios has increased since the GFC, a news study has found. Sustainable investments now account for approximately 11 per cent of Europeam HNWI's portfolio's, or ...

Market Wrap - Midday

AAP  |  WEDNESDAY, 4 AUG 2010
... worst performer on the S&P/ASX100 was AXA Asia Pacific, which was off 2.78 per cent, or 15 cents at $5.25. The wealth manager reported a 19 per cent drop in first half net profit. The major retail banks were also down at 1215 AEST. ANZ had fallen 15 ...

Singapore HNWs to pour funds into equities

PRESS RELEASE  |  FRIDAY, 18 JUN 2010
Singapore-based fixed income fund managers could be on notice after research of local high net worth (HNW) investors found they're preparing to reallocate funds out of cash to equities and alternative investments. Datamonitor research found fixed income ...

Market Wrap - Midday

AAP  |  MONDAY, 3 MAY 2010
Confusion over the impact of the government's proposed tax changes on resources companies has kept the Australian share market in negative territory at noon. But strength among banks and financial stocks have prevented sharper falls. At 1200 AEST, the ...

Commissions by another name

ALEX DUNNIN  |  WEDNESDAY, 28 APR 2010
Luke Hartsuyker, opposition spokesperson for superannuation and corporate law, has labelled fee-for-service advice fees no better than commissions and said they wouldn't fix conflicts of interest. Hartsuyker made the statements while attempting to attack ...

Macquarie launches lifetime income product

COMPANY RELEASE  |  MONDAY, 29 MAR 2010
Macquarie has joined the growing number of product providers offering longevity products with the launch of the Macquarie Lifetime Income Guarantee Policy. Macquarie Funds Group launched the product which gives investors a guaranteed minimum level of ...