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Showing 6541 - 6550 of 9288 results for "wealth"

Advisers still servicing few wealthy clients

LAURA MILLAN  |  MONDAY, 25 NOV 2013
Financial advisers are still servicing very few and very wealthy clients, despite the Future of Financial Advice (FoFA) reform's objective of bringing advice to more Australians. Only 15% of Australians use a financial adviser, the Global Investor Pulse ...

AIA adds Priority Protection range to three platforms

HARRY PAGE  |  THURSDAY, 21 NOV 2013
... insurance products as a complement to their clients' investments," Mu said. AIA has established eight new partnerships with wealth management platforms over the past two years, in the process becoming the biggest group life insurer by market share in ...

HESTA named Super Fund of the Year

ALEX DUNNIN  |  THURSDAY, 21 NOV 2013
... competition has come in superannuation as seven of the 12 fund-based awards were won by not-for-profit funds and five by retail wealth management groups. "The superannuation battleground is going heat up in 2014 with the full implementation of MySuper. ...

Jenny Brown named FS Smileys Scholar of the Year

MARK SMITH  |  WEDNESDAY, 20 NOV 2013

QSuper's Vilgan wins top business women's award

MARK SMITH  |  FRIDAY, 15 NOV 2013

TAL appoints head of retail claims

MARK SMITH  |  THURSDAY, 14 NOV 2013
... improved processes and customer outcomes. TAL's chief customer service and operations officer Penny Coates said Pugh brings a wealth of experience and know-how to TAL's newly centralised operational centre. "We are delighted to have someone of the calibre ...

ANZ partners with Swiss private bank

LAURA MILLAN  |  THURSDAY, 14 NOV 2013
... clients exposure to the Swiss private bank's investment solutions. Vontobel will also act as an adviser to ANZ's Global Wealth business in global asset allocation and equity investing. Full capabilities are expected to be made available to clients in ...

Sunsuper names new CEO

JAMES FERNYHOUGH  |  TUESDAY, 12 NOV 2013
... previous chief executive Tony Lally. Hartley's most recent role was as executive general manager, Corporate and Institutional Wealth, at NAB. Prior to that he held various positions within the NAB/MLC group. Commenting on his appointment, Hartley said ...

Advice insto ownership steps up post GFC

ALEX DUNNIN  |  MONDAY, 11 NOV 2013
... meanwhile been a big gainer while IOOF has remained about stable. Despite these aggressive M&A moves among various retail wealth management groups, not all have been able to yet assemble comprehensive national coverage - pointing to possible future acquisitions ...

UBS Australia to launch family office service

MARK SMITH  |  FRIDAY, 8 NOV 2013
... service the nation's wealthiest and most influential families. The business brings together the investment banking and wealth management arms of the Swiss financial services company and will be staffed by cross-business specialists, who will coordinate ...