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Showing 6111 - 6120 of 9286 results for "wealth"

Future Fund smashes its performance target in 2014

ALEX DUNNIN  |  THURSDAY, 5 FEB 2015
... investments and alternative assets. According to the Future Fund's latest portfolio update, the Australian de facto sovereign wealth fund earned 13.2% for the 12 months to end December compared to the 8.3% delivered by the SelectingSuper Workplace default ...

Succession planning major issue for advisers

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
A significant amount of financial advice practices have no effective succession plan in place, according to the Rubik Wealth/Business Health Future Ready VI report. The report aims to comprehensively analyse the health of Australian financial advice. ...

Industry insurance report to focus on advice remuneration model

LAURA MILLAN  |  FRIDAY, 30 JAN 2015
... group. The working group's members are FSC chief executive Sally Loane, Suncorp Life chief executive Geoff Summerhayes, NAB Wealth group executive and MLC chief executive Andrew Hagger, AFA chief executive Brad Fox, AFA NSW state director Jeff Thurecht ...

Centric selects Maverick Capital for $50 million allocation

ALEX BURKE  |  FRIDAY, 30 JAN 2015
Findex-owned Centric Wealth (Centric) has invested $50 million in international equities with Maverick Capital following a global equity manager review, it announced today. Maverick Capital, based in the US, was founded in 1993 and has over $9 billion ...

APRA-ABS super surveys to commence Jan 2016

ALEX DUNNIN  |  THURSDAY, 29 JAN 2015
... pension funds and the superannuation industry to GDP, to national, sector and industry measures of income, savings and wealth and to indicators of financial exposure and risk.". The enhanced statistics should also facilitate international comparisons ...

Spike in SMSF borrowing breaches

MARK SMITH  |  FRIDAY, 23 JAN 2015
... There has been a spike in the number of self-managed super fund (SMSF) breaches related to borrowing, research by Partners Wealth Group shows. The number of SMSFs requiring a contravention report to be lodged with the ATO has fallen over the past year ...

Advisers help construction workers build their wealth

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
The end of the mining boom has sparked the need for construction workers to seek financial advice to build their wealth, with a number of financial planning firms already targeting them. "We're talking about people who are really busy all the time ...

IOOF hires sales manager from BT

LAURA MILLAN  |  FRIDAY, 23 JAN 2015
... key account manager at BT Financial Group, where he worked for a total of six years. Prior to that, he worked at Asgard Wealth solutions. His previous roles include practice management, platform and investment sales, and key account management.

AMP's Hillross crowns best advisers

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
... advice to reach your true potential," Hillross managing director Michael Guggenheimer said. Sue Morris of Hillross Northern Wealth, in Sydney, was awarded the New Adviser of the Year. A graduate of AMP's Horizons Academy, Morris started working at Hillross ...

Perpetual reveals institutional, platform mandates

LAURA MILLAN  |  THURSDAY, 22 JAN 2015
... Diversified Income Fund and Australian Share Fund were added to "a newly launched limited menu platform offered by a leading wealth management organisation." Similarly, Perpetual's Pure Equity Alpha Fund and Pure Microcap Fund were added to the investment ...