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Showing 611 - 617 of 617 results for "Wealth manager"

Super choice will place more emphasis on planners' professional development

Mercer Wealth Solution has implemented five new professional development and compliance procedures after the wealth manager predicted the key to financial adviser survival in the choice of fund environment will be dependant upon his or her continual ...

NAB wins from advice driven financial planning

National Australia Financial Planning (NAFP) has achieved a 26 per cent increase in revenue and an average productivity gain of 21 per cent since implementing their new advice focused business model in April 2003. NAFP have reaped the rewards from introducing ...

Benchmarking costing investors millions: MLC

... rather than not hold stocks they don't like is costing Australian investors millions of dollars, Australian largest wealth manager said today. MLC said the common practice of benchmarking amongst Australian fund managers in many cases just doesn't make ...

Choice a good place to start: MLC

... Australians to take a greater interest in their superannuation, MLC said on Tuesday. But the country's largest wealth manager also said it thought the new regime which takes effect from 1 July next year unlikely to result in immediate large-scale switching ...

ING announces outsourcing of wrap service admin

AAP  |  THURSDAY, 25 MAR 2004
Wealth manager ING Australia has finalised an agreement with Macquarie Investment Management to outsource the systems and administrative functions of its wrap service, it said yesterday. ING Australia remains the legal responsible entity and will retain ...

Challenges ahead for wealth managers: survey

Australian private banking and wealth management organizations believe differentiation and customer service re-invention are primary strategies for competitive advantage, according to a new survey. But while the Asia-Pacific region offered strong growth ...

ING Australia in CEO change of guard

The Board of ING Australia has announced the appointment of Paul Bedbrook to succeed John Wylie as chief executive officer of ING Australia as of July 1 2003. Wylie will take up a general management role in the ING Asia Pacific regional office, with ...