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Showing 6221 - 6230 of 9288 results for "wealth"

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
Melbourne-based advisory firm Paradigm Wealth Management has almost doubled its funds under advice to $350 million following the acquisition of independent planning practice, Portfolio Managers. The acquisition, which was completed recently following ...

ANZ Wealth research manager departs

MARK SMITH  |  FRIDAY, 3 OCT 2014
ANZ Wealth research manager Jason Coggins has left the company after serving just over three and a half years. Coggins was responsible for the delivery of research services across ANZ Wealth and its aligned advice businesses; RI Advice, FSP, millenium3 ...

Instos get serious about climate change

JAMES FERNYHOUGH  |  FRIDAY, 3 OCT 2014
... that it was divesting from fossil fuels - a tremendously symbolic gesture, given that the endowment fund was founded with wealth from John D. Rockefeller's Standard Oil. These events were the climax of a year in which many Australian investors put their ...

Global re-regulation takes shine off investment banks

ALEX DUNNIN  |  MONDAY, 29 SEP 2014
... issues are bigger in Europe because of what is known as the 'GFC affect." But Lars added that the outlook for the retail wealth management sector of financial services is more positive although it makes stock selection paramount given the disruption ...

Family offices returned 9% in 2013

MARK SMITH  |  FRIDAY, 26 SEP 2014
... largest ever survey of the sector reveals. More than 200 family office principles from over 40 countries completed Campden Wealth Research's survey, representing $180 billion in private wealth. The Global Family Office Report 2014, published in partnership ...

FSC advice regulation plan leaves AMP cold

LAURA MILLAN  |  THURSDAY, 25 SEP 2014
... register of advisers has stirred controversy among industry stakeholders. While AMP has seemingly rejected the idea, NAB wealth group executive Andrew Hagger was in favour: "We support the Financial Services Council's proposal, as one of the practical ...

Alibaba co-founder tops China rich list

STAFF WRITER  |  THURSDAY, 25 SEP 2014
... billion, according to a new survey. Ma, who founded the Chinese e-commerce giant from his apartment, reached the top of the wealth list by Hurun Report for first the first time, Fortune magazine reports. He beat out Wanda Group chairman Wang Jianlin ...

How to understand emerging markets

STAFF WRITER  |  THURSDAY, 25 SEP 2014
... classes, in that they tend to create a less volatile economic environment," he said. "As a result, smart money - sovereign wealth funds in particular - are seeking a more focused exposure to this region."

Cbus, NZ Super join Mercer climate change risk study

JAMES FERNYHOUGH  |  TUESDAY, 23 SEP 2014
... carbon investment opportunities. It also comes two days after the Rockefeller Brothers Fund - an endowment fund founded with wealth from John D. Rockefeller's Standard Oil - announced it was joining the Divest-Invest movement.

Arnhem IM appoints senior BDM

LAURA MILLAN  |  FRIDAY, 19 SEP 2014
... cap, long short and small cap funds to the market. He was previously employed as a business development manager for Asgard Wealth Solutions, managing relationships with independent financial advisers, dealer groups and private banks, and prior to that ...