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| | | ... tool also replays the services that the client has received in the past and alerts the adviser of future appointments or major developments in the client's agenda. "Normally advisers record major activities, but they are not able to pull the information ... |
| | | | ... as it develops. "The cash account is the hub of any platform; it is where all the transactions go in an out and it is a major part of running an SMSF." NextGen is expected to work as a complement of the current platform BT Wrap and will be rolled-out ... |
| | | | ... people talk about how much money has flowed into the asset class, that's still just the tip of the ice berg," he said. "Most major institutional investors still only have their toe dipped in the water with 1%-2% allocations. We believe there is still ... |
| | | | ... widely expecting the cash rate to stay unchanged at three per cent when the central bank meets on Tuesday afternoon. But major bank stocks opened weaker, with the Commonwealth Bank shedding 0.5 per cent to $71.31, Westpac losing 1.15 per cent to $32.78 ... |
| | | | ... 3,392.97. Trading was subdued amid a lack US economic data, in sharp contrast to Friday when a strong April jobs report drove major gains in the leading indices. Stocks also got an upward boost from fresh comments by European Central Bank President Mario ... |
| | | | ANZ has appointed Manfred Liechti as managing director global private banking. Starting today, he will report directly to global wealth chief executive Joyce Phillips. Liechti has more than 25 years banking experience in Switzerland, London, Sydney ... |
| | | | ... Minerals dived seven cents, or 1.69 per cent, to $4.06 and Newcrest tumbled 20 cents, or 1.22 per cent, to $16.25. The four major banks also had a negative start after recent gains. ANZ lost 15 cents to $31.54, National Australia Bank dropped 11 cents ... |
| | | | ... actively managing real estate investments, worth approximately GBP 42.7 billion in Asia, Europe and the US and across the major real estate sectors. |
| | | | ... steering committee. QIC's assets under management at end December 2012 was $69 billion, according to Rainmaker. QIC is the major funds manager used to manage Qsuper's superannuation assets, although in recent years it has been successfully expanding ... |
| | | | ... politicians were supported by only 14%. Norman Morris, Roy Morgan industry communications director, said at a time when the major financial institution are all building up their planner numbers, more attention will now need to be given to improving the ... |
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