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Showing 6481 - 6490 of 9288 results for "wealth"

EQT hires AMP exec to target financial adviser relationships

MARK SMITH  |  TUESDAY, 18 FEB 2014
... investment research analyst and business development consultant, and at ANZ as a financial planner. "Mani brings a great wealth of technical investment knowledge to the role, with insight across all asset classes, as well as asset allocation and creating ...

Van Eyk expands research team

STAFF WRITER  |  TUESDAY, 18 FEB 2014
... and retail investors. Prior to that, Asken was a portfolio analyst at Perpetual. Naomi Acton has joined van Eyk from NAB Wealth & MLC, where she held a variety of roles. Acton was most recently with MLC Private Equity. Graduate Adam Congiusta has also ...

FEATURE: The cost of cash

MARK SMITH  |  FRIDAY, 14 FEB 2014
... 2.2% to 2.7% in December means that investors holding cash in term deposits are seeing virtually no real increase in their wealth. Aside from the knock-on impact on consumer confidence, a risk-free rate near zero means savings are going sideways. The ...

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH  |  FRIDAY, 14 FEB 2014
Rubik Financial Limited has launched an interface integrating its wealth planning software COIN with Stargate Technologies'A loan management tool, SymmetryCRM. Rubik said this would allow financial planners using COIN and brokers using Symmetry to push ...

CommInsure appoints head of investment strategy

LAURA MILLAN  |  FRIDAY, 14 FEB 2014
... his role, Craig will be responsible for developing, implementing and reporting on investment strategies." "Craig brings a wealth of hands-on investment management and advisory experience covering asset/liability management as well as a wide range of ...

BT announces upgrades to ageing Wrap platform

MARK SMITH  |  FRIDAY, 14 FEB 2014
... chief executive Brad Cooper said the new integrated platform would transform how customers build, manage and protect their wealth. The upgrades are aimed at further integrating banking and wealth services offering single sign-on, mobile access and transactional ...

Strong demand for online education: Wealth Know How

HARRY PAGE  |  FRIDAY, 14 FEB 2014
... Lucas and former Australian editor James Dunn have joined forces to launch an independent video-based website focused on wealth creation education. The free site, Wealth Know How, anticipates supporting investors at all stages of their financial education ...

Myer named top Australian family office

MARK SMITH  |  THURSDAY, 13 FEB 2014
... Myer Family Office has been named the best family office service in Australia in the annual Euromoney Private Banking and Wealth Management Survey. Myer took home the award for the second year running ahead of Goldman Sachs. The Myer Family Company was ...

Australian operations boost GBST

MARK SMITH  |  THURSDAY, 13 FEB 2014
... States," GBST managing director Stephen Lake said. He added that the lift in profits came despite a challenging environment. Wealth management sales grew in Australia and the United Kingdom but competition also increased, Lake said. Product development ...

Altair launches two funds for retail investors

MARK SMITH  |  WEDNESDAY, 12 FEB 2014
... various investment backgrounds. "For Altair, it's all about creating the right investment solution to meet our clients' wealth objectives," Parker said.