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Showing 6701 - 6710 of 9288 results for "wealth"

Morningstar to provide share research to RBS Morgans

MARK SMITH  |  WEDNESDAY, 17 JUL 2013
... Australasia has expanded its partnership with RBS Morgans to provide international share research to the stockbroking and wealth management firm. RBS Morgans will have access to the research through the online tool, Morningstar Analyst Research Centre. ...

Former ANZ, UBS exec to head new Bennelong division

MARK SMITH  |  MONDAY, 15 JUL 2013
Bennelong Group has appointed Fiona Rowland to lead its new national wealth management and advisory business. The new business is aimed specifically at providing products and services to high net worth and ultra-high net worth investors. Bennelong intends ...

Workers should track down super when changing jobs

LAURA MILLAN  |  MONDAY, 15 JUL 2013
... financial year should keep track of their superannuation savings or they could end up with two funds. HLB Mann Judd Sydney wealth management partner Jonathan Philpot reminded that "unless action has been taken to transfer super from a previous fund to ...

Peace, be still

BENJAMIN ONG  |  FRIDAY, 12 JUL 2013
... rates and bond yields could slow the recovery in the housing market and restrain business expansion". It could reverse the wealth effect and the virtuous cycle the Fed has set in motion.

Women hit with double burden on retirement savings

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
... caring for their parents later in their life. "Women are being hit with a double burden," Equity Trustees head of Private Wealth Services Geoffrey Rimmer said. While there has been an intense debate over the fact that women pause contributions to their ...

Self-education cap to harm senior workers

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
... against mature aged workers," National Seniors chief executive Michael O'Neill said. "This is short sighted and ignores the wealth of knowledge and experience gathered over a lifetime," he said. O'Neill alerted that there is a risk that senior professionals ...

SMSFs urged to consider transparent alternatives to managed funds

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
... for more transparency, managed discretionary accounts are another good alternative to managed funds, according to Crystal Wealth executive director John McIlroy. "Trustees can see exactly what is in their equities' basket every day in an MDA," he said ...

Morningstar investment advice subsidiary makes four appointments

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
... client service officer for Merrill Lynch Portfolio Management in London and as a client service coordinator for NAB Private Wealth on the Gold Coast. Freeman has 12 years' industry experience and will deliver Ibbotson's service offering to new and existing ...

netwealth expands its board of directors

JAMES FERNYHOUGH  |  WEDNESDAY, 10 JUL 2013
Wealth manager netwealth Group has appointed a new board member in the shape of Kate Mulligan. Mulligan, who earlier this year founded King Irving Consulting Group, is the third non-executive director to join the netwealth board. Mulligan has served ...

Great rotation is all in the mind: PIMCO

JAMES FERNYHOUGH  |  TUESDAY, 9 JUL 2013
... that investor interest in bond funds is declining, but we don't believe this to be true," Peter Dorrian, head of global wealth management at PIMCO Australia, said. Harvey Kalman, head of Equity Trustees Limited corporate fiduciary and financial services ...