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Showing 6801 - 6810 of 9288 results for "wealth"

Elana Rubin appointed MLC director

LAURA MILLAN  |  THURSDAY, 2 MAY 2013
Former AustralianSuper chair Elana Rubin has been appointed as non-executive director to the board of National Wealth Management Holdings and will serve as MLC director as well as other related companies. Rubin will take up the board position on May ...

Superfund Wholesale's new tool cuts SMSF set-up to 20 mins

MARK SMITH  |  WEDNESDAY, 1 MAY 2013
Self-managed super fund (SMSF) administrator Superfund Wholesale has launched a new cloud-based application designed to help financial advisors establish an SMSF in less than 20 minutes. The new iSystem application was designed create a closer collaboration ...

ANZ grows adviser base

MARK SMITH  |  TUESDAY, 30 APR 2013
ANZ Bank grew its adviser base by 9% in the first half of 2013 in what was a strong result for the group's wealth division. The division also saw productivity in Australia boosted by a 21% increase in risk sales per adviser and a 6% increase in investment ...

ASIC MDA review requires further clarity: IMAP

ALICE URIBE  |  TUESDAY, 30 APR 2013
... MDA, on outsourcing arrangements and on how the MDA contract might be terminated. At the time operators such as Crystal Wealth have welcomed the release and said: "We may see some platforms withdrawing this type of discretionary service for advisers ...

Countplus makes expansion plans

ALICE URIBE  |  MONDAY, 29 APR 2013
... the benefit to Count Financial when it listed Countplus". Countplus is an ASX listed company that provides accounting and wealth advisory services.

ASIC winds up 3 fraudulent QLD financial services companies

LAURA MILLAN  |  MONDAY, 29 APR 2013
... and individuals will have to pay ASIC's costs. ASIC carried out an investigation into an entity called Secured Private Wealth that used cold calling and a website to induce investors to deposit funds into the accounts of Secured Collateral, Diversified ...

Patience with underperforming managers urged: NAB

MARK SMITH  |  MONDAY, 29 APR 2013
NAB Private Wealth has warned its clients that jettisoning a managed fund for recent underperformance could be an unsatisfactory strategy. Citing a recent US study into the behaviour of retail investors, the bank's private banking division said that ...

EQT appoints interim CIO

LAURA MILLAN  |  WEDNESDAY, 24 APR 2013
... chief investment officer pending the outcome of EQT's takeover offer for The Trust Company. Boubouras joins EQT from UBS Wealth Management where he was head of investment strategy and consulting and responsible for research and investments across all ...

UK to tax platform rebates as income

ALEX DUNNIN  |  TUESDAY, 23 APR 2013
... platform rebates to be de facto income on which investors will have to pay tax. The ruling has caused outrage among the UK wealth management community that has claimed it acts as a significant disincentive to save and also because the implementation ...

Facebook users moving on

ALEX DUNNIN  |  TUESDAY, 23 APR 2013
Just as wealth management and superannuation marketers have begun adapting to social media platforms such as Facebook, signs are emerging that the consumer market may already be moving on. The Socialmedia Today forum in the US has just published an ...