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Showing 6411 - 6420 of 9288 results for "wealth"

Blue Sky launches first listed investment company

MARK SMITH  |  WEDNESDAY, 7 MAY 2014
... investors," he said. "The Blue Sky Alternatives Access Fund is removing these barriers and providing financial planning, private wealth, SMSF and retail investors with a simpler way to get exposure to Blue Sky's managed alternatives." In Australia, allocation ...

YBR poised to acquire mortgage aggregator

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
Wealth management firm Yellow Brick Road (YBR) will grow its distribution channel with 700 new mortgage broker groups, following the acquisition of Vow Financial Holdings. YBR is set to acquire the mortgage aggregator following the board's acceptance ...

Certitude appoints adviser relationship manager

MARK SMITH  |  TUESDAY, 6 MAY 2014
... best; across service, products and people. With his extensive experience in client relationship management, Tim brings a wealth of knowledge and capability that our clients will certainly benefit from. He is a great addition to an already robust and ...

Managed accounts take-up jump 63%: survey

STAFF WRITER  |  TUESDAY, 6 MAY 2014
... last month Colonial First State launched SMAs (separately managed accounts), signalling that one of the country's largest wealth managers is putting its stamp in the sector. "In the last six months, one in every two discussion we have with financial ...

Platform error forces NAB to pay further compensation

LAURA MILLAN  |  MONDAY, 5 MAY 2014
A review of NAB Wealth's Navigator platform has revealed that the bank made a mistake when calculating compensation to 43,000 clients in 2012. NAB Wealth expects the compensation to be less than $200,000, which adds to the $1.9 million that the bank ...

David Murray gives first insight into FSI

LAURA MILLAN  |  FRIDAY, 2 MAY 2014
... be," he added. Murray acknowledged that many submissions stressed that "our superannuation settings focus on maximising wealth creation during the accumulation phase, rather than the delivery of income at the time of retirement." "There is a paucity ...

Perpetual Private creates new head of investment research role

MARK SMITH  |  THURSDAY, 1 MAY 2014
... role to lead and develop a broader and deeper research platform. With his broad experience in institutional and retail wealth management, Kyle is well placed to lead the business in achieving our goals going forward and continuing to deliver exceptional ...

ANZ wealth division profits up 11%

MARK SMITH  |  THURSDAY, 1 MAY 2014
An 11% increase in ANZ's global wealth division's profit has contributed to the banking group's strong overall half-year result. In an announcement on the Australian Securities Exchange (ASX), the group reported a 15% climb in statutory profit to $3.4 ...

Future Fund and super returns on par

ALEX DUNNIN  |  TUESDAY, 29 APR 2014
The Future Fund has achieved rolling 3 year returns of about 9.5% pa, putting the de facto sovereign wealth fund on par with workplace super funds when the Future Fund's tax-free and member-free status is taken into account. The $98 billion Future Fund ...

Consumers reluctant to use online advice

LAURA MILLAN  |  WEDNESDAY, 23 APR 2014
... planner face to face. A Financial Services Council (FSC) research into consumers' digital engagement with superannuation and wealth management found that only 13% of Australians sought financial advice online, while 26% did it offline. However, more ...