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Showing 6531 - 6540 of 9288 results for "wealth"

Financial execs have poor ethics, little regulatory knowledge

LAURA MILLAN  |  TUESDAY, 3 DEC 2013
... (42%), Asia-Pacific (34%) and North America (20%). Respondents belong to asset management firms, banks, insurance firms and wealth management firms.

Super returns climb to 16.1pct, ahead of pre-GFC glory days

STAFF WRITER  |  TUESDAY, 3 DEC 2013
... balanced options) over the 12 months were HOSTPLUS with 21.0%, Mercer with 20.9%, IOOF Portfolio Service with 19.8%, Perpetual Wealth Focus with 19.6% and legalsuper with 19.3%. The top five public offer Retirement funds (by balanced options) over the ...

OneVue appoints senior distribution executive

MARK SMITH  |  MONDAY, 2 DEC 2013
... Management where he was state manager for New South Wales and the Australian Capital Territory. He also worked at Citibank Wealth Management where he was head of financial planning and Citicorp Investment Limited where he was regional business manager. ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
... seeking the diversification and performance benefits of a firm of its caliber." Independent financial advisory firms Centric Wealth and Shadforth Financial Group have included the fund in their client model portfolios for some time. Commenting on the ...

Performance, fees still major retention risk

ALEX DUNNIN  |  FRIDAY, 29 NOV 2013
... funds changing employers is the biggest risk to retention, reveals the latest Roy Morgan Research's superannuation and wealth management report. Dissatisfaction with performance and fees was, however, also a major factor with industry fund members as ...

ING Direct to target advisers with new model

LAURA MILLAN  |  THURSDAY, 28 NOV 2013
... products to financial advisers. The bank has appointed Charles Smith to the newly-created role of key account manager for Wealth, a position that falls under the umbrella of its third party distribution team. Smith will be in charge of managing the relationship ...

Market Wrap AM

AAP  |  THURSDAY, 28 NOV 2013
... governor Philip Lowe is scheduled to deliver the keynote address at an International Association for Research on Income and Wealth (IARIW) and University of New South Wales (UNSW) Conference. In equities news, Aristocrat Leisure is expected to post full ...

New index offers chance to invest like a billionaire

MARK SMITH  |  WEDNESDAY, 27 NOV 2013
The launch of a new index opens the door for anybody to invest like the world's most successful wealth builders - billionaires. The New York Stock Exchange and iBillionaire have launched the iBillionaire Index, which tracks the blue-chip stock holdings ...

BetaShares set to increase adviser focus

LAURA MILLAN  |  TUESDAY, 26 NOV 2013
... continue to deliver value for them and their clients," BetaShares managing director Alex Vynokur said. "I'm confident her wealth of experience in the industry will prove valuable as we continue to invest in the ETF education process." Vynokur explained ...

Perpetual and Thorney "instrumental" in OneVue IPO talks

MARK SMITH  |  MONDAY, 25 NOV 2013
... Securities Exchange (ASX) were driven by Perpetual and Thorney after the two companies became major shareholders last week. The wealth managers invested $6.75 million in the financial services administration platform business in exchange for a combined ...