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Showing 6141 - 6150 of 9286 results for "wealth"

SPAA "disappointed" by the FSI's SMSF borrowing recommendations

ALICE URIBE  |  MONDAY, 8 DEC 2014
... this would "fulfil the objective for superannuation to be a savings vehicle for retirement income, rather than a broader wealth management vehicle." It also said that over the past five years, the amount of funds borrowed using LRBAs increased almost ...

Australia's insatiable online appetite

ALEX DUNNIN  |  MONDAY, 8 DEC 2014
... of Australian consumers for internet and online services is increasing at ever faster rates, with huge implications for wealth managers and those battling to stay competitive. The Australian Communications and Media Authority (ACMA) released research ...

Murray calls for end to LRBAs

ALICE URIBE  |  SUNDAY, 7 DEC 2014
... this would "fulfil the objective for superannuation to be a savings vehicle for retirement income, rather than a broader wealth management vehicle." It also said that over the past five years, the amount of funds borrowed using LRBAs increased almost ...

Murray's FSI: consumers win round one

ALEX DUNNIN  |  SUNDAY, 7 DEC 2014
... investment pathways; so much for the view that Murray would protect his previous employer the Commonwealth Bank. For a wealth management sector that has for the last four years tied itself in knots over how to implement best interests duties for financial ...

Financial System Inquiry recommendations wrap

STAFF WRITER  |  SUNDAY, 7 DEC 2014
... resilience and fair treatment of the financial system. Read below the relevant recommendations for the superannuation, wealth management and funds management industries. Objectives of the superannuation system: Seek broad political agreement for, and ...

Perennial Australian equity trust rated by Lonsec

MARK SMITH  |  WEDNESDAY, 3 DEC 2014
Perennial Value's Wealth Defender Australian Shares Trust has been given a "Recommended" rating by Lonsec. The rating follows an earlier 'Recommended' rating from Zenith Investment Partners. The Wealth Defender trust is listed on the BT Wrap, Asgard ...

Centric Wealth adds Vinva to Australian equity portfolio

MARK SMITH  |  MONDAY, 1 DEC 2014
Wealth management firm Centric Wealth has added Vinva Investment Management to manage $100 million of its Australian Equities portfolio through the launch of the Australian Equities Extension Fund. The fund invests all of its assets in the Vinva Australian ...

Capital Group expands retail sales team

MARK SMITH  |  MONDAY, 1 DEC 2014
... Baker joins the company from Perpetual Investments and before that he worked with ANZ Banking Group. Waugh joins from NAB Wealth where he was a key account manager and investment specialist. Prior to 2014, Capital Group did not directly service the retail ...

Magellan expands chairman role, appoints CIO

JAMES FERNYHOUGH  |  MONDAY, 1 DEC 2014
... Douglass said of Cairns' appointment: "I am delighted that Brett has accepted the role as executive chairman. Brett brings a wealth of experience in financial markets, product structuring and risk management to Magellan. "Brett's appointment and additional ...

AWI laments 'bitterly disappointing' van Eyk investment

MARK SMITH  |  THURSDAY, 27 NOV 2014
Australasian Wealth Investments (AWI) has said its 'disappointing investment' in stricken research house van Eyk was a major contributor to the company recording a net loss of $6.7 million in the 12 months to 30 June. In March 2013, AWI acquired a 49.6% ...