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Showing 6461 - 6470 of 9288 results for "wealth"

Citi appoints head of consumer banking products

JAMES FERNYHOUGH  |  WEDNESDAY, 5 MAR 2014
Citi today announced the appointment of Deirdre Wroth as head of banking and wealth management products for its consumer bank in Australia. Wroth will be responsible for Citi's mortgage, deposit and insurance product teams, as well as the consumer bank's ...

LGS to white label MetLife's latest offering

JAMES FERNYHOUGH  |  WEDNESDAY, 5 MAR 2014
... annuity-type products like MetLife Max were not "silver bullets". "Nothing is a substitute for accumulating sufficient wealth prior to retirement to ensure that you can have a portfolio that can be reasonably robust." He said LGS has not done modelling ...

Gina gets richer but falls down list

AAP  |  WEDNESDAY, 5 MAR 2014
... Mining magnate Gina Rinehart has tumbled 10 places on a list of the world's wealthiest, despite getting richer. Rinehart's wealth is estimated to have increased in the past year by $786.65 million to $19.89 billion, but she fell from a ranking of 36 ...

YBR doubles wealth management revenue

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
Yellow Brick Road (YBR) has more than doubled its wealth management revenue in the six months to December 30, 2013. The company reported a 129% increase to $1.64 million in the first half of financial year 2014. However, the lending retail side of the ...

Advised pre-retirees more confident about retirement

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
Advised pre-retirees are more confident than non-advised that they will achieve the level of wealth they require in retirement, CoreData research found. The CoreData 2014 Post-retirement Report found that 65.1% of pre-retirees that do not seek professional ...

GPS Wealth launches a new MDA

HARRY PAGE  |  THURSDAY, 27 FEB 2014
Independently-owned dealer group GPS Wealth (GPS) has introduced a Managed Discretionary Account (MDA) which it said would cut investment fees in half. GPS also said it would transition away from wrap platforms and master trusts. According to GPS Wealth ...

Bennelong WP creates CIO position

HARRY PAGE  |  THURSDAY, 27 FEB 2014
Bennelong Wealth Partners, has appointed George Nassios to the newly created role of chief investment officer. He will report to Bennelong Wealth Partners chief executive Fiona Rowland. Nassios was previously the chief investment officer for Deutsche ...

AMP migrates platforms into North Online

LAURA MILLAN  |  WEDNESDAY, 26 FEB 2014
... to customers. "North supports customers from the early stages of life as they buy a home, raise a family and build their wealth - all the way through to retirement," she said. North was launched in 2007 as a capital guarantee solution and developed into ...

PROFILE: Centric Wealth CEO Phil Kearns

JAMES FERNYHOUGH  |  WEDNESDAY, 26 FEB 2014
Ex-Wallaby captain and chief executive ofA Centric Wealth Phil Kearns tells JamesA Fernyhough that there are more similarities between rugby and financial advice than first meet the eye. For a future Wallabies captain, Phil Kearns' rugby career did ...

EQT appoints portfolio manager

MARK SMITH  |  WEDNESDAY, 26 FEB 2014
... Trustees' advice and personal services team and his responsibilities will include communicating with private clients as well as wealth management partners about Equity Trustees' investment approaches and strategies. Based in Melbourne, he will report ...