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Showing 5691 - 5700 of 9286 results for "wealth"

NAB Wealth Advice hires growth manager

MARK SMITH  |  FRIDAY, 4 DEC 2015
NAB Wealth Advice has appointed a former ING DIRECT executive to the role of business growth manager, strategic alliances and growth. Charles Smith has 25 years of experience within the wealth management industry, having held senior roles with ING DIRECT ...

No change to super tax subsidy measure

ALEX DUNNIN  |  FRIDAY, 4 DEC 2015
... measure the cost to the Commonwealth Budget of tax concessions by taxpayers. Superannuation lobby groups aligned to the wealth management sector have long argued that the TES significantly overestimates these costs in relation to superannuation and earlier ...

Australians turning to super funds for financial advice

ALEX BURKE  |  THURSDAY, 3 DEC 2015
... growing, there are still a number of barriers holding back the take-up of advice. "Notably, many feel they have insufficient wealth to justify the cost of advice despite seeing the value in seeking advice." Given this, an increasing number of Australians ...

Two IPAC advisers join independent firm

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
Independent advice firm Fitzpatricks Private Wealth has recruited two senior advisers from IPAC to its AFSL in Victoria. Bev Manallack and Heather Boughton join the company on 7 December from IPAC and will operate out of Fitzpatricks' Collins Street ...

Hedge funds under cost pressure from brokers

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
... and will need to rely on communications from the manager to understand the full effect on the fund's performance," EY's wealth and asset management leader for the Oceania region, Antoinette Elias, said. "In the Australian market we are seeing a range ...

La Trobe Financial Standard Philanthropy Awards judging panel announced

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
... helping family businesses through his business, Pointmade, and was appointed executive chairman of PwC's family, business and wealth practice in private clients in June. A qualified economist, O'Neill is president and chief executive of La Trobe Financial ...

Seniors react to Commission's retirement housing idea

DARREN SNYDER  |  WEDNESDAY, 2 DEC 2015
... said some smart thinking is needed about how to remove impediments to allow retirees to make better use of their housing wealth. The institute will soon issue its own policy paper on home equity that will contain specific policy recommendations dealing ...

Retirees should draw on home equity: Productivity Commission

DARREN SNYDER  |  TUESDAY, 1 DEC 2015
... Commission report released today. The report, Housing Decisions of Older Australians, suggests most older Australians' wealth is in the family home but it remains an untapped source of retirement income. Commissioner Karen Chester said when faced with ...

PIMCO launches new digital platform

MARK SMITH  |  TUESDAY, 1 DEC 2015
... underscores its commitment to the Australian and New Zealand institutional market and continued expansion of the firm's wealth management distribution model in Australia. "We have significantly expanded our focus on the retail segment through building ...

HNW advice group faces licence conditions

LAURA MILLAN  |  TUESDAY, 1 DEC 2015
... recommendations Morgans does not propose to implement and provide reasons for any such decision. Morgans operates a stockbroking and wealth management business. It provides execution and settlement services, as well as personal and general financial ...