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Showing 7141 - 7150 of 9289 results for "wealth"

Fractional prop trading platform gets AG backing

LINDA HAUSKEN  |  TUESDAY, 10 JUL 2012
... property. The foundation partners are Lifespan Financial Planning, Grosvenor Pirie Management and property advisory firm Blue Wealth. Giving the deal weight is that their combined FUA is approximately $1.5 billion. "We are delighted to welcome our first ...

'Brownfield' infra better suited to pension funds

MELANIE TIMBRELL  |  MONDAY, 9 JUL 2012
... for quality European infrastructure projects among pension funds in the current macro-environment. "The Chinese sovereign wealth fund just bought a stake in a French infrastructure company and we're seeing a lot of activity by Asian investors in various ...

Morphic Asset Management opens for business

LINDA HAUSKEN  |  MONDAY, 9 JUL 2012
... individual stock research and economic 'top-down' analysis. "Despite market chaos, equities are one of the few ways to protect wealth and so if you combine research with flexible hedging strategies, then global equities are going to represent the wisest ...

AMP Capital, Aberdeen score Advance mandates

BEN COLLINS  |  MONDAY, 9 JUL 2012
... director of Aberdeen's Australian business. In December 2008 Advance became a member of the BT Financial Group - Westpac's wealth management arm.

SMSFs need better access to alternatives: BlueSky

MELANIE TIMBRELL  |  FRIDAY, 6 JUL 2012
... leading investment platforms have a strong preference for investments that have daily liquidity. Financial planners and wealth managers are therefore limited to products with this liquidity profile, which excludes nearly all alternative assets. "Is it ...

Regulation biggest concern for SFOs

MELANIE TIMBRELL  |  THURSDAY, 5 JUL 2012
... of family members (5%) and family discord (4%) ranked lower down the list. The research found 73% considered preserving wealth the most important component in investment management, with only 22% identifying maximising returns as highly important. In ...

Falling bond yields, low growth, subdued returns

ALEX DUNNIN  |  WEDNESDAY, 4 JUL 2012
... looked to as an indicator of future economic conditions, with surprising accuracy," said Peter Dorrian, head of global wealth management at bond manager specialist PIMCO. "The current record low bond yields - coupled with the likelihood that cash rates ...

Super fund returns almost flat

ALEX DUNNIN  |  TUESDAY, 3 JUL 2012
... months were (again) Vision Super with 3.8%, EquipSuper with 2.7%, Quadrant with 2.3% and AustralianSuper and Perpetual Wealth Focus both with 2.2%. There are three master trusts in the Workplace top 10 but none in the Personal top 10.

Avenue joins Lonsdale

ALEX DUNNIN  |  MONDAY, 2 JUL 2012
... chose to partner with us, as I can already see an alignment in our values and advice philosophy." Adviser groups owned by wealth management institutions now oversee 78% of all advisers.

DomaCom to offer advisers free software

LINDA HAUSKEN  |  FRIDAY, 29 JUN 2012
... tax, superannuation and Centrelink rates, rules and calculations, and it produces the requisite SOA as well as a raft of wealth and cash flow reports. The financial planning software will be delivered to advisers free of charge by relying on the internet ...