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

Search Results

Showing 6871 - 6880 of 9288 results for "wealth"

AFA makes board and exec changes

ALEX DUNNIN  |  MONDAY, 4 MAR 2013
... National Committee member of the AFA's GenXt initiative and a senior financial adviser of his own practice, Experience Wealth which specialises in providing advice to Gen X and Y professionals.

Wealth Enhancers boosts team with AFL talent

LAURA MILLAN  |  FRIDAY, 1 MAR 2013
Financial advice firm Wealth Enhancers is focusing on working out a financial plan for professional athletes and has employed ex-footballer Ben Warren as relationship manager within the Sports and Entertainment department. Warren is also a finance student ...

Centric Wealth appoints new board member

MARK SMITH  |  FRIDAY, 1 MAR 2013
Centric Wealth has appointed Bonnie Boezeman to its board of directors. She has spent 12 years as managing director and chair of Time Life Australia and 23 years in international management with Time Warner. Boezeman also held the position of Chair ...

Two-thirds US clients don't understand fees

ALEX DUNNIN  |  WEDNESDAY, 27 FEB 2013
Two-thirds of US wealth management clients don't know how their financial product providers are paid, according to new research from Boston-based Cerulli Associates. The research shows how Australia is not the only nation debating investment, pension ...

ASIC speeds up misconduct probe

MARK SMITH  |  WEDNESDAY, 27 FEB 2013
... activity and anticipates its new enhanced market surveillance system will, in time, lead to greater efficiencies. Premium Wealth Management chief executive Paul Harding-Davis believes that the increased regulatory efficiency breeds a stronger industry. ...

CFS wins retail fund of the year award

MARK SMITH  |  WEDNESDAY, 27 FEB 2013
... year for CFS. It was awarded Best Fund Manager and ranked number one by advisers for overall platform satisfaction at the Wealth Insights - Service Level Survey Awards 2012. CFS also received Rainmaker Retirement Product of the Year 2012. Collecting ...

Perpetual shares comeback

BEN COLLINS  |  TUESDAY, 26 FEB 2013
... at the business have no doubt contributed to investor confidence, Perpetual's value - like all listed companies in the wealth management sector - is linked in to investment markets, which have improved in line with its share price, he said. With stocks ...

La Trobe scoops global awards

LAURA MILLAN  |  TUESDAY, 26 FEB 2013
... Trobe Financial was awarded with two prizes at the International Alternative Investment Review (IAIR) Global Awards for its wealth management, brokerage and asset management, the fund manager announced. The Australian-based fund was competing under the ...

SFG mulls merger with WHK

BEN COLLINS  |  MONDAY, 25 FEB 2013
SFG Australia has proposed a merger with rival WHK Group, days after it announced that wealth manager Lachlan Partners would be integrated into the company. After discussions began in October 2012, SFG Australia this morning said that a non-binding ...

IOOF posts $33.2m profit

BEN COLLINS  |  MONDAY, 25 FEB 2013
Listed wealth manager IOOF has announced a $33.2 million net profit after tax for the period to 31 December. "IOOF has delivered another solid underlying performance amidst an ever-changing financial and regulatory environment," said Christopher Kelaher ...