Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 6431 - 6440 of 9288 results for "wealth"

EISS appoints CIO

JAMES FERNYHOUGH  |  TUESDAY, 8 APR 2014
... was deputy chief investment officer and head of manager research at van Eyk. "With more than 20 years' experience in the wealth management and financial services industries, Matt will bring quality insights and a significant depth of knowledge to the ...

Plato partners Milliman to offer retiree income solution

MARK SMITH  |  FRIDAY, 4 APR 2014
... impact retirees and how they should invest are substantially different from those investors focused on the accumulation of wealth. Our focus on after tax investment approaches was the first step in acknowledging these issues." Plato founder and managing ...

Incoming NAB CEO to look at "legacy issues"

ALICE URIBE  |  THURSDAY, 3 APR 2014
... fairness," he said. "With FoFA, I need to reacquaint myself with the Australian market. But our core strategy for retail and wealth franchises are having a relationship with customers which is based on fairness on quality and respect and that is what ...

NGS Super rebrands, launches new logo

STAFF WRITER  |  THURSDAY, 3 APR 2014
... members throughout their careers and into retirement. As their trusted adviser, NGS Super is dedicated to growing members' wealth, financial education and wellbeing," Rodwell- Ball said. "Every decision we make is a direct result of listening to our ...

FSC awards life insurance companies

LAURA MILLAN  |  THURSDAY, 3 APR 2014
... underwriting, new business and claims Tracey Crowe won the Leadership award. The Young Achiever award was handed to ANZ Wealth direct life insurance product manager Rajasree Variyar and Zurich Life & Investments research program was given the 'Big Thinking' ...

Praemium upgrades CRM planning software

LAURA MILLAN  |  WEDNESDAY, 2 APR 2014
Praemium has upgraded its WealthCraft CRM and financial planning software to the cloud-based Microsoft Dynamics CRM platform. The new user-friendly interface allows users to perform their usual business and financial planning tasks in one place. The ...

COIN migrates onto cloud

STAFF WRITER  |  MONDAY, 31 MAR 2014
... "Our client's choice is proof that the cloud is an industrial strength delivery model," he said. Rubik managing director Wealth, Wayne Wilson, said cloud technology overcomes inefficiencies that can accumulate when the software is hosted and supported ...

MLC GM to chair community foundation, focuses on mental health

STAFF WRITER  |  MONDAY, 31 MAR 2014
... has appointed Lara Bourguignon as its new chair taking effect from 1 April 2014. Established in 2008 as part of MLC, the wealth management arm of NAB, the Foundation provides support to Australian communities by investing in key areas of need and employee ...

Count and SPAA partner to provide SMSF training

LAURA MILLAN  |  FRIDAY, 28 MAR 2014
... be at the forefront of professionalism because that allows consumers to make more informed decisions and to build their wealth efficiently to meet their personal goals." Slattery said that the partnership with Count will also benefit SPAA's broader membership ...

AMP restructures sales teams, appoints new head

ALICE URIBE  |  FRIDAY, 28 MAR 2014
AMP has revamped its strategic marketing and sales division, bringing together its wealth management and insurance sales teams. Former head of wealth management sales Graham Burnard has now taken over the combined role of head of sales development ...