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Showing 5871 - 5880 of 9286 results for "wealth"

Class supports nabtrade data feed

STAFF WRITER  |  TUESDAY, 28 JUL 2015
... investing in international equities," nabtrade head of SMSF solutions Gemma Dale said. The service will be available on Class' wealth accounting cloud software platforms Class Super and Class Investment Reporter. "As SMSF trustees and investors realise ...

SIV opens door to China for fund managers

MARK SMITH  |  MONDAY, 27 JUL 2015
... it has recently appointed former NSW deputy premier Andrew Stoner to promote its products in the region. "Andrew has a wealth of Chinese connections and is a great salesman for Australia in China because that was his job for the government for many years," ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... formerly with Perpetual Private and TAL, and since rebranding itself and hiring former chief executive of Macquarie Private Wealth North America Earl Evans, Shaw and Partners has recruited Macquarie veterans to bolster its new wealth management team. ...

NAB refunds $25m to Navigator Wrap customers

ALEX BURKE  |  FRIDAY, 24 JUL 2015
... counted as part of any NAB Group business' assets. The average customer pay-out will be $400, including interest. "NAB Wealth has applied significant focus to our breach identification and reporting processes, which is what led to NAB originally reporting ...

Australians making more money from investing than working

ALEX DUNNIN  |  FRIDAY, 24 JUL 2015
... their super makes more money than they do. These national average metrics of course paint a distorted picture of national wealth but it nevertheless illustrates the changing income mix of many Australians, their growing sensitivity to factors likely ...

SMSFs keeping cash for better markets

DARREN SNYDER  |  FRIDAY, 24 JUL 2015
... time when trustees are increasingly concerned about financial markets," Bowerman said. Investment Trends head of research wealth management, Recep III Peker, said although it looked like the SMSF growth rate had slowed, "it's just an indication of how ...

Accountants flood independent licensee

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... group has seen 30 accounting practices join in the last year as the limited and full advice licenses gain momentum. GPS Wealth said that so far the limited license has been the most popular option for accounting practices joining the advice group over ...

Macquarie pays $11m advice compensation so far

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... advice by the group's financial planners. The program was part of an enforceable undertaking (EU) with Macquarie Private Wealth (MPW) in place since January 2013. At the time, Macquarie's compensation program was considered the most comprehensive within ...

Power in super advertising

DARREN SNYDER  |  THURSDAY, 23 JUL 2015
... operates or "what we do for our customers." It is no secret data analytics teams at super funds hold much power with a wealth of information at their fingertips. Combine this with marketing teams that can visually analyse when, where and why advertising ...

Perpetual, TAL advisers join independent firm

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
... Manly Financial Services (MFS) is aiming to maintain the current client growth of 30%, following the purchase of Augeo Wealth Management in 2014. The Sydney-based firm has appointed former Perpetual Private risk adviser Scott Anderson and TAL national ...