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Showing 6421 - 6430 of 9288 results for "wealth"

Risk management top concern for sovereign wealth funds

JAMES FERNYHOUGH  |  WEDNESDAY, 23 APR 2014
The majority of sovereign wealth funds and central banks globally have said risk management is a major concern, according to a recent survey carried out by State Street Corporation. The 'New Horizons for Official Institutions' report, released today ...

Think tank calls to end super tax concessions

MARK SMITH  |  TUESDAY, 22 APR 2014
Australia's superannuation tax concession is too generous towards the wealthy and should be scrapped before it becomes an expensive drag on the country's finances, according to new research from the Australia Institute. The think tank said that tax ...

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
While debate in the US wealth management sector regarding improved fiduciary responsibilities for advisers appears to approaching resolution, the price of this resolution is that it has retreated back to just improved disclosure rules. The Wall Street ...

Younger Australians taking interest in superannuation

STAFF WRITER  |  TUESDAY, 15 APR 2014
Younger people are taking a more active interest in their superannuation, according to the latest quarterly MLC Wealth Sentiment Survey. In a break from tradition where younger people have typically been disengaged with their savings, the survey found ...

AMP Capital launches new adviser research tool

STAFF WRITER  |  MONDAY, 14 APR 2014
... Capital wants to support financial advisers in guiding their clients' decision making in order to help them achieve better wealth outcomes," AMP Capital head of retail and corporate business Craig Keary said. "The Adviser Resource Centre addresses myriad ...

Advisers at risk of losing three in 10 clients

MARK SMITH  |  MONDAY, 14 APR 2014
... Generation X, however Baby Boomers and Generation Y also expressing an interest. They are more likely to come from the lower wealth segments of mass affluent and mass market, suggesting affordable advice solutions would be appealing."

PIS adds consultants amid Centrepoint capital raising

LAURA MILLAN  |  FRIDAY, 11 APR 2014
... business consulting team, following a Centrepoint announcement that it will raise capital to create more opportunities for the wealth management business. PIS appointed Darren Black as head of national business consultancy manager, effective May 5, 2014. ...

EQT to buy ANZ Trustees for $150m

MARK SMITH  |  THURSDAY, 10 APR 2014
... to be invested in a range of specific growth and efficiency initiatives across the bank. ANZ chief executive of global wealth Joyce Phillips confirmed ANZ would retain its philanthropic advice, estate planning, investment management and alternative investment ...

SSFS appoints general manager to drive expansion

LAURA MILLAN  |  THURSDAY, 10 APR 2014
... services to institutional and corporate clients, aside from its traditional client base of public workers. "James brings a wealth of knowledge and expertise to this new role and we are pleased to welcome him to the senior executive team," Monaghan said. ...

CBA promoted Nguyen to keep him away from clients

LAURA MILLAN  |  THURSDAY, 10 APR 2014
... (CBA) promoted financial planner Don Nguyen, despite allegations of fraud. Speaking at the inquiry Commonwealth Bank (CBA) wealth management group executive Annabel Spring said:A "In this more senior position he would actually see fewer clients. He would ...