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Showing 5811 - 5820 of 9286 results for "wealth"

Zurich launches planner client survey tool

ALEX BURKE  |  TUESDAY, 8 SEP 2015
Zurich has launched Wealth Index, a client-facing survey tool part of its robo-advice offering. Wealth Index is integrated into Zurich's Adviser Flipchart program, which, as reported in Financial Standard on July 15, allows advisers' clients to project ...

UK govt tempts super funds with real estate projects

MARK SMITH  |  FRIDAY, 4 SEP 2015
... in Australia to meet with chief investment officers and analysts from the nation's leading superannuation and sovereign wealth funds. "In a bid to intelligently match projects with institutional investors, we are looking for a list of ask criteria from ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... that they don't like them - they're not using a different form of investment; they're just not investing." While Hamilton Wealth Management chief executive Will Hamilton uses managed accounts (both IMAs and SMAs) for a similar proportion of his clients ...

Super funds need to compete globally

DARREN SNYDER  |  FRIDAY, 4 SEP 2015
... done to "overcome them and truly be global investors." "What's the pension fund in Toronto doing? What's the sovereign wealth fund in Beijing doing? What's the Central Bank doing in Europe? They're the people you're competing against for assets," McLaughlin ...

Member direct investment needs work

DARREN SNYDER  |  FRIDAY, 4 SEP 2015
... conference yesterday, Hostplus chief investment officer Sam Sicilia said MDIOs were in general "not good for your financial wealth". Sicilia said in December Hostplus will mark the second anniversary of its MDIO known as Choiceplus and "the party hats ...

HUB24 appoints former FSC director

ALEX BURKE  |  THURSDAY, 3 SEP 2015
... appointment as non-executive director strengthens the Board skills in financial planning, financial services and leadership in wealth management, especially considering Tony's track record in co-founding the Snowball Group and the successful merger with ...

Highest paid industry CEOs revealed

LAURA MILLAN  |  THURSDAY, 3 SEP 2015
... rewards received in a given year. Statutory reporting is, perhaps, disclosing only the tip of the iceberg in terms of the wealth accruing to senior executives," Davidson said. The highest paid executive in the financial services industry was former Westpac ...

Retirement income is not one-size-fits-all

DARREN SNYDER  |  THURSDAY, 3 SEP 2015
... funds will need more than one CIPR to cater for a range of retirement income needs. Investment Trends head of research and wealth management, Recep III Peker, said in gauging Australian's appetite for a default retirement option, a third of super members ...

Super doing its job: Actuaries Institute

MARK SMITH  |  WEDNESDAY, 2 SEP 2015
... 'For Richer or Poorer', analyses for the first time the role superannuation plays for Australians in different age and wealth brackets as well as well as with different genders and marital status. It concludes that the Age Pension remains an important ...

Lonsec appoints advice chief from MLC

ALEX BURKE  |  TUESDAY, 1 SEP 2015
... implementation of customer led advice models, stakeholder engagement, leadership, as well as strategy and business development. "His wealth of experience and deep understanding of the financial advice sector makes him well suited for the CEO role and ...