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Showing 7051 - 7060 of 9288 results for "wealth"

Concentrated portfolios can benefit HNW

BEN COLLINS  |  THURSDAY, 13 SEP 2012
... which suit them, as most are designed for the institutional market and are not in the best long-term interests of private wealth holders," said PPM founder and chairman Hugh MacNally. According to Morningstar data, out of 109 international managed funds ...

Defensive investors may have traded risks

BEN COLLINS  |  WEDNESDAY, 12 SEP 2012
... have traded equity risk for interest rate risk, by switching into cash, said Doug Turek, managing director, Professional Wealth. "When people jump from growth to defensive, they place their savings in the hands of central banks," he said. Turek said ...

Sunsuper creates new product division

LINDA HAUSKEN  |  TUESDAY, 11 SEP 2012
... the need to enhance its product management capability in response to members' needs. "Andrew's extensive experience and wealth of business knowledge will ensure we are well-placed to manage the design and development of the fund's future product suite. ...

Lest we forget Lehman: Omgeo

MELANIE TIMBRELL  |  TUESDAY, 11 SEP 2012
... to hedge funds that previously have been reluctant to automate in the middle and back office. "Historically a sovereign wealth fund or family office or wherever the money was coming from would do its due diligence on a hedge fund purely on an investment ...

J.P. Morgan wins custodial services mandate

BEN COLLINS  |  TUESDAY, 11 SEP 2012
... number of additional Mosaic Portfolio Advisers (MPA) Limited funds. Mosaic is a wholly owned subsidiary of ASX - listed wealth manager SFG Australia, with which WSS has held a similar mandate with since 2011. The new mandates are part of the integration ...

Super concession cuts ignite SMSF debate

MELANIE TIMBRELL  |  MONDAY, 10 SEP 2012
... tax concessions because it is their super." Reynolds said that within the SMSF sector there is a large concentration of wealth owned by a very small number of Australians and that it is concessionally taxed for life where incentives really should remain ...

COIN software FoFA ready: Rubik

BEN COLLINS  |  MONDAY, 10 SEP 2012
... efficiency and client management whilst delivering an improved user experience," said Wayne Wilson, Rubik managing director - Wealth. "The changes will assist planners in being FoFA ready as efficiently as possible, and include improvements to workflows ...

Fund returns recover to 3.1%

ALEX DUNNIN  |  MONDAY, 10 SEP 2012
... and Chifley Super with 5.6%. The top five Personal super funds (by balanced options) over the 12 months were Perpetual Wealth Focus with 5.5%, Vision Super with 5.4%, OneAnswer with 5.3%, and CareSuper and First State Super both with 5.0%. The top five ...

netwealth adds TAL Accelerated Protection to LifeWrap

MARK STORY  |  MONDAY, 10 SEP 2012
... offer clients significant tax and cash flow advantages, and enables advisers to provide a comprehensive life insurance and wealth creation strategy on a single platform that meets both their clients' investment and protection needs," said Heine. "Because ...

BDO Wealth Mngt joins Fitzpatricks

LINDA HAUSKEN  |  FRIDAY, 7 SEP 2012
BDO Wealth Management in New South Wales has chosen to join Fitzpatricks Private Wealth, following an extensive one year national search for a firm who shares the same interests and values. Sidney Lim, former managing director of BDO Wealth Management ...