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Showing 6961 - 6970 of 9288 results for "wealth"

Industry funds to concentrate on direct distribution

BEN COLLINS  |  THURSDAY, 29 NOV 2012
... superannuation sector. With the cost of funding becoming more expensive, the big banks will start to put more effort into wealth management, including superannuation, Stewart told delegates at the conference. While Retail funds have the obvious advantage ...

Accounting firm takes on wealth management

STAFF JOURNALIST  |  THURSDAY, 29 NOV 2012
Accounting firm HLB Mann Judd Melbourne has joined with financial adviser Andrew Lord to create a new wealth management division. The division will operate under the name HLB Mann Judd (Vic) Wealth Management and will be headed by Andrew Lord who has ...

Market wrap AM

AAP  |  WEDNESDAY, 28 NOV 2012
... release data on construction work done for the September quarter. In equities news, ANZ Banking Group is scheduled to give a wealth strategy update and the National Australia Bank releases its quarterly online retail sales index. Qantas boss Alan Joyce ...

Flexibility not returns, drive SMSFs

ALEX DUNNIN  |  TUESDAY, 27 NOV 2012
... their fund more often than fortnightly and 51% review [it] more often than three monthly," noted the RWA report. While the wealth sector has major ambitions for penetrating the SMSF sector, Rice said SMSF trustees were ambivalent about using advisers ...

Aging SMSF trustees revert to managed solutions

MARK SMITH  |  TUESDAY, 27 NOV 2012
... trustee for over 16 years and has established a comfortable nest egg for retirement. With his focus shifting from building wealth to enjoying his retirement, he is now contemplating moving to a managed super fund. He is still interested in participating ...

TAL crowned life company of the year

MARK SMITH  |  MONDAY, 26 NOV 2012
... driving satisfaction among advisers with their life company in 2012, and rightly so," said Kristen Turnball, head of advice, wealth and super at CoreData. "The life companies with the highest adviser satisfaction this year are considered easy to do business ...

Yellow Brick Road targets Big Four bank employees

MARK SMITH  |  MONDAY, 26 NOV 2012
... drive. The financial services firm is looking for experienced finance industry professionals to fill posts for its new Wealth Agents business, aimed at providing a bespoke and flexible mobile financial advice service to mums and dads. The announcement ...

CBUS investments in CMFEU sights

ALEX DUNNIN  |  FRIDAY, 23 NOV 2012
... escalated beyond political rhetoric. However, any further intensification of protests could reinforce calls by sections of the wealth management industry for more independent trustees to be appointed to fund boards. The CFMFEU trustees on the board include ...

Super FUM up 13%

ALEX DUNNIN  |  THURSDAY, 22 NOV 2012
... funds, although this figure is likely to be an underestimate due to way retail funds are structured within their larger wealth group.

ANZ launches low-cost super fund

MARK SMITH  |  THURSDAY, 22 NOV 2012
... offers customers greater convenience and choice at half the price of the average superannuation fund," said ANZ global wealth and private banking CEO Joyce Phillips. With a single investment fee of 0.5% per annum and an annual administration fee capped ...