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

Search Results

Showing 7011 - 7020 of 9288 results for "wealth"

Tax-efficient giving advice missing: Macquarie

MARK SMITH  |  WEDNESDAY, 24 OCT 2012
... now make it increasingly easy for financial advisers to outsource propositions. Bruce Christie, an adviser for Centric Wealth, says he is more than happy to let specialist companies with the required expertise manage his clients' philanthropy needs for ...

ING DIRECT names head of third party distribution

LINDA HAUSKEN  |  TUESDAY, 23 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. She noted that ...

ClearView announces further board changes

MARK SMITH  |  TUESDAY, 23 OCT 2012
... Sue Thomas, our managing director Simon Swanson and the new directors who join the ClearView Board today. They bring a wealth of experience across many facets of the industries in which we operate and share a commitment to our long term strategy." Elections ...

AustEthical ready for business

ALEX DUNNIN  |  TUESDAY, 23 OCT 2012
... office service standards. It's understood that these changes were necessary to help the manager expand into the broader wealth management market to recapture former growth that once saw it the third largest ethical manager in its sector. Australian Ethical ...

Next-gen platforms cater for wealth management renaissance

ALEX DUNNIN  |  MONDAY, 22 OCT 2012
... trend-line within this research points to a profound shift away from group to personal portfolio management. "We call it a wealth management renaissance as we enter the Web 3.0 era. "In the Web 3.0 world it's all about personalisation where the experience ...

Latest Financial Standard iPad edition available now

MARK SMITH  |  MONDAY, 22 OCT 2012
... Financial Standard we feature a special report on cash flow management and an education feature focusing on upskilling for wealth creation professionals, as well as latest news, views and regular features. Financial Standard's latest edition of the iPadA(C) ...

Wealth Enhancers appoints risk insurance adviser

MARK STORY  |  MONDAY, 22 OCT 2012
Former Zurich high flyer, Belinda Sirio joins fast-growing boutique firm Wealth Enhancers as their first dedicated risk insurance adviser. Building on the specialist model the firm has embraced from day one, CEO Finn Kelly said: "Belinda is an excellent ...

Self managed super a furfie

ALEX DUNNIN  |  FRIDAY, 19 OCT 2012
... social media investment platforms like Covestor and Selfwealth that are expected to launch in Australia soon. However, wealth groups must adapt to the new technology and develop ways to integrate it into how investors want to work with their advisers ...

Macquarie in bid for Robeco: Report

MARK STORY  |  THURSDAY, 18 OCT 2012
... recent years, buying US firm Delaware Investments in 2009 for $US428 million. In 2009, Macquarie also acquired Canadian wealth management business Blackmont Capital and US boutique investment bank Fox-Pitt Kelton Cochran Caronia Waller. Initially sceptical ...

Advisers force life premiums down

MARK SMITH  |  WEDNESDAY, 17 OCT 2012
... private client adviser at Shadforth Financial Group, agrees: "Life insurance is an important component in every Australian's wealth protection package," he said. "Whilst there has been a significant increase in the number of clients taking out life cover ...