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Showing 6791 - 6800 of 9288 results for "wealth"

SFG pursues mergers on WHK suspension

ALICE URIBE  |  WEDNESDAY, 8 MAY 2013
... any other party." In February this year SFGA announced the merger proposal with rival WHK, days after it announced that wealth manager Lachlan Partners would be integrated into the company. After discussions began in October 2012, SFGA said that a non-binding ...

FFMA is on track to break $100bn barrier

ALEX DUNNIN  |  TUESDAY, 7 MAY 2013
... pecentage points to the cost structure of a typical super fund. Reflecting the Future Fund operating as a de facto sovereign wealth fund, combined with imputation credits being no use to it, only 12% of its funds under management (FUM) is invested into ...

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH  |  TUESDAY, 7 MAY 2013
... looking after their clients and grow their businesses," Chun said. FirstChoice was ranked number one overall in the 2013 Wealth Insight Platform Service Level Survey, up from second in 2012.

Perpetual to acquire The Trust Company

MARK SMITH  |  TUESDAY, 7 MAY 2013
... represents a compelling growth opportunity and further progresses Perpetual's vision of becoming Australia's largest independent wealth manager of choice," Perpetual chairman Peter Scott said. "Like Perpetual, The Trust Company has a longstanding history ...

Warren Buffett praises Fed stimulus measures

MARK SMITH  |  MONDAY, 6 MAY 2013
Legendary investor Warren Buffett praised the US Federal Reserve's monetary stimulus measures at the Berkshire Hathaway annual shareholder meeting in Nebraska. Buffett, who is chairman and chief executive of the global conglomerate, said that the decision ...

Mortgage Choice teams up with Allianz to provide insurance

LAURA MILLAN  |  MONDAY, 6 MAY 2013
... provide general insurance. Mortgage Choice goal is to broaden its customer proposition by providing financial services and wealth solution before officially launching its financial planning business in the new financial year. The group will refer customers ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  MONDAY, 6 MAY 2013
In the new edition of Financial Standard, we look at how the wealth management industry is racing to plug the gap in aged care advice, the lingering questions about what MySuper will mean for Australia's financial services industry and the critical ...

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
The wealth management industry has been slow to keep pace with the growing demand for aged care advice and those that have taken steps early in the game are already reaping the benefits. Mounting data suggests the next big trend in financial planning ...

BT Financial boosts Westpac result

MARK SMITH  |  FRIDAY, 3 MAY 2013
... increase in cash earnings for the half-year. In an announcement on the Australian Securities Exchange (ASX) the bank said the wealth arm had benefited from strong flows onto platforms, growth in superannuation, stronger financial planning revenue and ...

ANZ appoints global banking MD

MARK SMITH  |  FRIDAY, 3 MAY 2013
... appointed Manfred Liechti as managing director global private banking. Starting today, he will report directly to global wealth chief executive Joyce Phillips. Liechti has more than 25 years banking experience in Switzerland, London, Sydney and Singapore ...