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Showing 7001 - 7010 of 9288 results for "wealth"

Olivia Maragna wins AFA 2012 Adviser of the Year Award

MARK STORY, MARK SMITH, LINDA HAUSKEN  |  WEDNESDAY, 31 OCT 2012
... Rando (Rando & Associates), David Clark (Clark Pacific), Jenny Brown (JBS Financial Strategists), Dennis Jones (Beacon Wealth) and Michelle Tate-Lovery (Unified Financial Services). "This journey has been both amazing and exhilarating and part of that ...

More young Americans worried about retirement

ALEX DUNNIN  |  MONDAY, 29 OCT 2012
... findings. The PRC analysis noted that the reason for the heightened fears of retirement income sufficiency is falling net wealth due the Great Recession (as the GFC is often referred to in the US). "The median net worth of this group has fallen at a ...

Centuria wins unlisted property fund of the year

BEN COLLINS  |  MONDAY, 29 OCT 2012
... commercial office buildings. "We are currently experiencing strong demand for our unlisted funds from individual investors and wealth management groups," said Huljich. "Investors are seeking opportunities that can provide strong income returns backed ...

Importance of company culture overlooked

MARK SMITH  |  MONDAY, 29 OCT 2012
... centre is too often overlooked by financial services companies, according to Kim Payne, managing director of Experience Wealth Consulting. Payne, a former adviser with more than 20 years experience, said that recognising a job well done, defining clear ...

ANZ to chase more China assets

MARK SMITH  |  FRIDAY, 26 OCT 2012
... could create a huge opportunity for the Australian banking sector." Despite a more sanguine result for ANZ's new global wealth and private banking division, Smith was positive about the performance prospects of the business next year. Profit growth remained ...

AMP net cash flows surge in Q3

LINDA HAUSKEN  |  FRIDAY, 26 OCT 2012
... flows of $605 million for the quarter compared to $335 million in the same period. Meanwhile, the Australian Contemporary Wealth Management AUM at 30 September 2012 was at $94.2 billion, up 14% on 1H 12. This includes $10 billion of AUM in AMP SMSF. ...

Infocus CEO steps down

LINDA HAUSKEN  |  THURSDAY, 25 OCT 2012
... of the business to set the direction of Infocus moving forward." Since commencing as a small start-up in 2001, Infocus Wealth Management is today ranked 31 out of the Top 100 Financial Planning Dealer Groups nationally.

SFG appoints head of B2B business

MARK SMITH  |  THURSDAY, 25 OCT 2012
... Dan Powell to lead Actuate Advice Solution, the group's B2B services business. Powell has over 25 years experience in the wealth management and financial services industry, and joins SFG Australia from AMP where he was director of corporate & IFA distribution ...

ING DIRECT names head of third party distribution

LINDA HAUSKEN  |  WEDNESDAY, 24 OCT 2012
... approach to the advice industry which is continuing to converge, and intends to take a more holistic approach to banking and wealth management to align with the changes already seen among many key aggregator partners and dealer groups.

BNP Paribas appoints relationship management head

MARK SMITH  |  WEDNESDAY, 24 OCT 2012
... have Katharine on board," he said. "She brings a successful track record in institutional relationship management and a wealth of knowledge of the superannuation sector." Seymour has almost two decades' experience in the fund management and superannuation ...