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Showing 6741 - 6750 of 9288 results for "wealth"

ClearView advisers up by 45%

LAURA MILLAN  |  WEDNESDAY, 19 JUN 2013
ClearView Wealth has increased the number of authorised financial advice representatives by 45% and boosted its in-force life insurance premiums over the last year. The dealer group went from 70 advisers in June 30, 2012, to 102 in May 31, 2013, according ...

Credit Suisse awarded best UHNW service provider

LAURA MILLAN  |  TUESDAY, 18 JUN 2013
... the award for best institution for its ultra high net worth (UHNW) service offering at the Australian Private Banking and Wealth Awards. Over the last 12 months, Credit Suisse has increased the number of relationship managers dedicated to the UHNW segment ...

Rubik completes Provisio takeover

MARK SMITH  |  MONDAY, 17 JUN 2013
... (Rubik), has completed its takeover of Provisio Technologies (Provisio). Rubik said the acquisition of the scaled and online wealth advice software provider marked an important milestone in Rubik's evolution. Provisio has clients including large industry ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
... management (CRM) solution for financial advisers. WealthCraft, integrates fully with Microsoft Outlook, enabling advisers and wealth managers to track and manage interactions with clients and helping them to meet their new Opt-in and Fee Disclosure Statement ...

CBA launches MySuper compliant product

ALICE URIBE  |  MONDAY, 17 JUN 2013
... will be rolled out to CBA's customers from July 1, and is a joint initiative between CBA's Retail Banking Services and its wealth management division Colonial First State (CFS). Its launch also coincides with the start date of the MySuper legislation. ...

Asian LGBT advice firm headhunts Aussie planners

MARK SMITH  |  FRIDAY, 14 JUN 2013
... Hong Kong-based Financial Partners, the advisory firm behind Asia's first LGBT (Lesbian, Gay, Bisexual and Transgender) wealth management business, is actively recruiting Australian financial planners to the specialist division. Financial Partners has ...

Former BT super head moves up Westpac ranks

MARK SMITH  |  FRIDAY, 14 JUN 2013
... services chief executive Brian Hartzer. Prior to this she headed up the superannuation and platforms business for Westpac's Wealth division, BT Financial Group. In her new role she will be responsible for driving the profitability of Westpac's mortgage ...

Boardroom cloud tech eases organisational burden

MARK SMITH  |  THURSDAY, 13 JUN 2013
... setting capabilities and online voting on resolutions. The financial organisation which make up the ASP are: AAS, AMP, ANZ Wealth, BT Financial Group, Colonial First State, Mercer, MLC, Pillar, SunSuper and Superpartners. Its role is to support the Federal ...

FUM breaks through pre-GFC barrier

ALICE URIBE  |  THURSDAY, 13 JUN 2013
... sector that has borne the worst brunt of post-GFC outflows and are now struggling to readjust to the restructuring of retail wealth management in Australia," noted Rainmaker in its report. Rainmaker's report also revealed the five fastest growing asset ...

Australian online broker market 'world's most highly concentrated'

JAMES FERNYHOUGH  |  WEDNESDAY, 12 JUN 2013
... change brokers, despite having comparatively low levels of satisfaction. The Global Online Broking Report, conducted by wealth researcher Investment Trends, surveyed 96,000 participants from six countries: France, Singapore, the US, Germany, the UK ...