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

Search Results

Showing 6681 - 6690 of 9288 results for "wealth"

Plum launches free advice service

LAURA MILLAN  |  WEDNESDAY, 31 JUL 2013
... statements of advice were generated for members. Plum is a corporate superannuation provider of National Australia Bank's wealth division. It currently administers more than $14 billion in committed funds on behalf of more than 80 clients and more than ...

Fidelity joins Calastone's automated funds transaction network

MARK SMITH  |  TUESDAY, 30 JUL 2013
... and make the client experience slower and less transparent." Calastone plans to expand its Australian network to cover wealth software platforms and self-managed super funds in due course. "Better automation in processing will help improve the customer ...

Credit Suisse Asia Pac private banking chairman steps down

MARK SMITH  |  MONDAY, 29 JUL 2013
... internal memo issued in June. "He also drove the expansion of our Asian footprint into two of the region's largest domestic wealth markets of Australia and Japan. We thank Marcel for his significant contributions to building up our Private Banking Asia ...

Market Wrap

AAP  |  FRIDAY, 26 JUL 2013
... struggling, losing 99 cents to $43.66, a day after forecasting an annual profit rise which was below investor expectations. And wealth manager Perpetual lost 45 cents to $40.65 after revealing on Friday that its funds under management fell 2.7 per cent ...

Ex Genesys CEO joins boutique board

JAMES FERNYHOUGH  |  FRIDAY, 26 JUL 2013
... director. Kirk has executive experience across the financial services, including a period as chief executive of Genesys Wealth Advisers and the platform business Synergy Capital Management. Implemented Portfolios managing director Santi Burridge said ...

Post-Bernanke uncertainty

BENJAMIN ONG  |  FRIDAY, 26 JUL 2013
... friends' would see on my Facebook status from this day onwards. For how could you not 'like' something that increases your wealth by as much as 31.6% in one single day? Facebook scripts closed 29.6% higher last night to US$34.36 after hitting a session ...

Macquarie expects 2014 profit rise after strong quarter

MARK SMITH  |  THURSDAY, 25 JUL 2013
The strong performances of Macquarie Group's wealth divisions have led the financial services company to confirm it expects to report a year-on-year rise in profits for 2014. In a first quarter update ahead of the group's annual general meeting, managing ...

Legg Mason adds SIV funds

MARK SMITH  |  WEDNESDAY, 24 JUL 2013
... Legg Mason is packaging its four Significant Investment Visa (SIV) complying funds as a ready-made solution for private wealth advice firms. The fund manager has four funds that comply with SIV requirements - Australian cash, listed property, equity ...

'Business as usual' for Perennial despite legal bid

MARK SMITH  |  TUESDAY, 23 JUL 2013
... or if there was a change in control of IOOF. Crivelli, Patterson and Murray believed IOOF's 2008 merger with Australian Wealth Management triggered the change in control clause and first mounted legal action in the NSW Supreme Court in 2011, which they ...

Fraud and cybercrime biggest non-investment risks to family offices

MARK SMITH  |  TUESDAY, 23 JUL 2013
... are among the top non-investment risks faced by private families and the offices that serve them, according to The Family Wealth Alliance's 2012 Inaugural Security Study. For the study - which was conducted in two parts -- the US-based family office ...