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Showing 7131 - 7140 of 9290 results for "wealth"

Hunter Hall appoints ex-Perpetual CEO

MELANIE TIMBRELL  |  TUESDAY, 17 JUL 2012
... strong fundamentals as motivation for the move, Deverall said he believed Hunter Hall was well positioned for growth. "The wealth management industry is constantly evolving in response to changes in investor behaviour, government policy, and competitor ...

ClearView rejects PE bid

BEN COLLINS  |  TUESDAY, 17 JUL 2012
The board of ClearView Wealth Limited has rejected an "Unsolicited" takeover bid by private equity manager Crescent Capital Partners. In a statement to the ASX this morning, the ClearView Board said it had considered the conditional unsolicited offer ...

Macquarie Private expands adviser team

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
Macquarie Private Wealth has appointed 13 new advisers across six state offices in a drive to expand the national team, drawing strongly on the three-year-old Morgan Stanley Smith Barney network. The Queensland team has received the most significant ...

Plan B board accepts IOOF offer

BEN COLLINS  |  MONDAY, 16 JUL 2012
... for their shares, while Plan B clients and employees will benefit from a partnership with Australia's leading non-aligned wealth management provider." The offer is expected to be put before shareholders for acceptance until 11 September 2012. "The acquisition ...

BT hones tech for advice scale

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
BT Financial chief Brad Cooper's strategic focus on cross-selling wealth products to Westpac customers will be helped by a multi-pronged technology-based approach. Mark Spiers, BT's general manager of advice said technology will be a key battleground ...

NAB launches margin loan product for SMSFs

LINDA HAUSKEN  |  FRIDAY, 13 JUL 2012
NAB Wealth has launched NAB Super Lever, a standard margin loan product that lets SMSF investors borrow money to invest in listed shares and unlisted managed funds. The product allows self managed super fund (SMSF) investors to borrow a minimum of $20,000 ...

Dodd-Frank sees rise in virtual family offices

MELANIE TIMBRELL  |  FRIDAY, 13 JUL 2012
... Offices (MFOs). Handler Thayer noted. Richard Wilson, president of the US-based Family Offices Group said more high-end wealth managers are taking a family office approach to managing a wealthy family's financial exposure rather than focusing just on ...

BT flags wealth "land grab"

MELANIE TIMBRELL  |  THURSDAY, 12 JUL 2012
... Butterworth's comments followed an analyst briefing yesterday morning in which BT chief executive Brad Cooper described the wealth sector as the key to banks' growth over coming decades. ''There's a land grab going on for that market share in the next ...

PE firm makes ClearView bid

BEN COLLINS  |  THURSDAY, 12 JUL 2012
An Australian private equity manager has made an off-market takeover bid for all shares in ClearView Wealth Limited. In a statement to the Australian Stock Exchange this morning (ASX), Crescent Capital Partners (CCP) Management said it would make an ...

Liars' Club

BENJAMIN ONG  |  THURSDAY, 12 JUL 2012
... Francois Hollande's reason for raising the marginal tax rate to 75% on incomes above a,-1 million and introducing a one-off "wealth tax", ending the payroll tax holiday and plans to impose an extra tax on company dividends. And guess what? The pro-austerity ...