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Showing 7111 - 7120 of 9288 results for "wealth"

UK consumers won't pay for advice

ALEX DUNNIN  |  WEDNESDAY, 1 AUG 2012
Fee for service will increase the UK's 'advice gap', said consultancy firm Deloitte after analysing the results of a consumer survey into whether consumers would be willing to pay up-front for advice. The research was based on a survey of more than ...

Julius Baer, BOC in private wealth JV

MELANIE TIMBRELL  |  FRIDAY, 27 JUL 2012
... available to clients worldwide. Julius Baer also said it was in talks with Bank of America Corporation on buying the non-US wealth management operations of Merrill Lynch. The Swiss bank reckons that there are more high net worth individuals in Asia Pacific ...

AMP updates Ascend SMSF

LINDA HAUSKEN  |  FRIDAY, 27 JUL 2012
... Services' aligned financial planning network comprises AMP Financial Planning, Charter Financial Planning, Hillross, Genesys Wealth Advisers and ipac.

Redundancies tipped at Plan B

BEN COLLINS  |  FRIDAY, 27 JUL 2012
Job cuts are predicted at Perth-based boutique wealth manager Plan B, if IOOF's proposed bid is successful. The Plan B board has unanimously recommended that shareholders accept the IOOF offer for 60 cents per ordinary share, in an off-market takeover ...

Stammer joins Centric Wealth investment committee

ALEX DUNNIN  |  THURSDAY, 26 JUL 2012
High end wealth advice group Centric Wealth has appointed Dr Don Stammer to its portfolio construction committee. Dr Stammer's involvement with Centric Wealth will include working with the principals of Philo Capital Advisers, where he works as a non-executive ...

Family office tech suitability highlighted

MELANIE TIMBRELL  |  WEDNESDAY, 25 JUL 2012
... whitepaper on Technology Implementation and the Family Office which will appear in the next quarterly issue of FS Private Wealth.

Tyndall AM restructures distribution

MELANIE TIMBRELL  |  WEDNESDAY, 25 JUL 2012
... development functions to increase focus on the institutional and intermediary markets, including creation of a private wealth business. As part of the change Matt Russell, previously head of institutional business at Tyndall, has been promoted to a new ...

OneVue names chief executive

LINDA HAUSKEN  |  WEDNESDAY, 25 JUL 2012
... OneVue has appointed Mark Frost to the newly created position of chief executive of direct services. Frost has been in the wealth management industry for 20 years and was formerly a vice president and client relationship manager at Bank of America Merrill ...

ING Direct prepares for retail super foray

MELANIE TIMBRELL  |  TUESDAY, 24 JUL 2012
... acquisition in addition to cross-selling to existing banking clients. BT chief executive Brad Cooper recently described the wealth sector as the key to banks' growth over coming decades, flagging a coming "land grab" in market share for superannuation ...

Ernst & Young appoints Nick Sherry

MELANIE TIMBRELL  |  TUESDAY, 24 JUL 2012
... Minister for Small Business and Minister Assisting Deregulation and Public Sector Superannuation. "Nick brings with him a wealth of knowledge and understanding of the Australian superannuation system," said Graeme McKenzie, Ernst & Young's Oceania asset ...