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Showing 6381 - 6390 of 9288 results for "wealth"

WB Financial launches SMA service with Praemium

LAURA MILLAN  |  TUESDAY, 27 MAY 2014
Wealth management firm WB Financial has relaunched its Agentia separately managed account (SMA) service on the Praemium platform. The service is available in super and non-super structures and it includes 11 new diversified model portfolios. The models ...

Baby boomers account for four in five dollars under advice

MARK SMITH  |  TUESDAY, 27 MAY 2014
... five dollars under advice, the latest report from researcher Investment Trends shows. An aging population and generational wealth differences have made retirees and pre-retirees the pre-eminent markets for financial planners - and, according to Investment ...

Dancing with digital: MAX

STAFF WRITER  |  TUESDAY, 27 MAY 2014
... from his seminal report titled 'The Digital Investor'. The report will make for confronting reading with statements like 'wealth managers are holding financial advisers back' and research that half of the so-called 'digital affluent' go to YouTube for ...

EQT strengthens estate planning team

LAURA MILLAN  |  MONDAY, 26 MAY 2014
... Anna Hacker. Elverson will be based in Sydney and she previously worked at National Australia Trustees, within NAB Private Wealth. She focused on providing legal advice to high net worth individuals and their families regarding personal and corporate ...

Market Wrap AM

AAP  |  MONDAY, 26 MAY 2014
... last month or so. "The fact of the matter is we are in a bull market," said Tom Cahill, portfolio strategist at Ventura Wealth Management. "Nothing has really changed. Valuations are getting a little bit stretched, but by the same token, there is nothing ...

Kearns steps down as Centric Wealth CEO

JAMES FERNYHOUGH  |  THURSDAY, 22 MAY 2014
Phil Kearns has announced he will step down as chief executive of advice group Centric Wealth two months after the company was acquired by fellow non-aligned advice group Findex Australia. Kearns, who joined Centric in June 2011, will be replaced by ...

OneVue adds former IOOF exec to leadership team

ALICE URIBE  |  THURSDAY, 22 MAY 2014
... of compliance functions following the merger of companies including IOOF, Skandia, Select Managed Funds and Australian Wealth Management. He also spent time as compliance manager for Citibank and held various senior compliance roles within ANZ Investments. ...

Equity Trustees Limited creates risk role

HARRY PAGE  |  THURSDAY, 22 MAY 2014
... position as a provider of related client and trustee services. Equity Trustees provides asset management, private client wealth management and superannuation to its corporate and private clients.

Kerr Neilson: Against the grain

MARK SMITH  |  THURSDAY, 22 MAY 2014
... the sheer level of competition that has arisen as a result. To read the rest of the article click through to FS Private Wealth. To get articles like this delivered to your inbox, subscribe to our monthly newsletter.

Franklin Templeton nabs Deutsche AWM bond specialists

JAMES FERNYHOUGH  |  WEDNESDAY, 21 MAY 2014
... Franklin Templeton has added two Australian fixed income specialists to its investment team, both coming from Deutsche Asset & Wealth Management. Chris Siniakov will join Franklin Templeton as managing director, fixed income, while Andrew Canobi will ...