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Showing 6391 - 6400 of 9288 results for "wealth"

Platforms pushed by utility as well as technology

ALEX DUNNIN  |  WEDNESDAY, 21 MAY 2014
... but features that actually improve investor's connectivity and usefulness. Speaking at the "Riding the digital wave: are wealth platforms about to take off or wipe out?" seminar that was arranged by the Australian Centre for Financial Studies, Jeroen ...

BT to manage $1.2 billion for People's Choice

LAURA MILLAN  |  TUESDAY, 20 MAY 2014
... access BT's investment platforms. The credit union will also be able to provide a full range of financial planning and wealth management options in addition to its banking services. People's Choice has a team of more than 30 financial planners and is ...

Equity trustees beds down ANZ Trustees with new appointment

ALICE URIBE  |  MONDAY, 19 MAY 2014
... income capability is needed to meet the requirements to take on the ANZ Trustees business," Equity Trustees head of private wealth services Geoffory Rimmer said. Pupelis will be responsible for overseeing the development of an in-house capability in ...

YBR acquires mortgage aggregator for $17.6 million

ALICE URIBE  |  MONDAY, 19 MAY 2014
Wealth management firm Yellow Brick Road (YBR) has received irrevocable acceptance from all 24 shareholders in Vow Financial Holdings for its offer to acquire 100% of the mortgage aggregator. The offer valued Vow at $17.6 million and shareholders have ...

Another Genesys executive leaves amid AMP restructure

LAURA MILLAN  |  MONDAY, 19 MAY 2014
Genesys Wealth Advisers head of leaders program and strategic alliances has left the AMP-aligned business, following the redundancies of five other managers in January. Andrew Kennedy has now left Genesys and started a new role as head of distribution ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 19 MAY 2014
... the new wave of unconstrained fixed income funds under the microscope. We also look at the 2014/15 budget means for the wealth management industry and profile netwealth head of advice Simon Micallef. We also speak to the Shadow Financial Services and ...

IOOF secures strong advice channel with SFGA bid

LAURA MILLAN  |  FRIDAY, 16 MAY 2014
... such as Westpac, NAB, Macquarie or ANZ would fall behind. SFGA managing director Tony Fenning described the business as a "wealth management and accounting services group that offers our clients an alternative to the major banks." IOOF managing director ...

Fostering ethical standards crucial to industry reputation: CFA

MARK SMITH  |  FRIDAY, 16 MAY 2014
... awful lot of good. It's helped prepare people for their retirement, helped them benefit from insurance and created a lot of wealth for a lot of people." Investor First Week is part of CFA Institute's global Future of Finance initiative, a long-term effort ...

Budget reply speech 2014 -15: Bill Shorten

Budget presents huge opportunity for wealth industry

MARK SMITH  |  WEDNESDAY, 14 MAY 2014
The two year increase in the Age Pension is likely to create a huge opportunity for the financial services industry as product and service providers devise ways to help fund people those additional years, according to Rainmaker Information director ...