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

Search Results

Showing 7151 - 7160 of 9290 results for "wealth"

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 ...

Fitzpatricks Private Wealth builds advice profile

MELANIE TIMBRELL  |  THURSDAY, 28 JUN 2012
High net worth advisory firm Fitzpatricks Private Wealth has signed John McMurdo in the role of group managing director and added Chris Cuffe to its board of directors. McMurdo, who was formerly chief executive officer of Centric Wealth and managing ...

UK to ban platform payments

ALEX DUNNIN  |  THURSDAY, 28 JUN 2012
... from provider to consumers. The clumsy title hardly warns readers of the hard hitting recommendations that far exceed the wealth sector reforms now being rolled out in Australia. "The way in which the consumer currently pays for the platform service ...

FSC elects deputy chairman

BEN COLLINS  |  WEDNESDAY, 27 JUN 2012
... in the formation of industry policy and leadership." The FSC Board also appointed Commonwealth Bank's group executive of wealth management, Annabel Spring as a director of the Financial Services Council to fill a vacancy created by the resignation of ...

UHNWs target PE, commodities, real estate

BEN COLLINS  |  TUESDAY, 26 JUN 2012
... investment in private companies," Mindy Rosenthal, executive director, Institute for Private Investors (IPI), told the Private Wealth news service. According to the Family Performance Tracking survey conducted by IPI, 45% of respondents increased their ...

Philanthropy needs simpler support: Perpetual Private

MELANIE TIMBRELL  |  MONDAY, 25 JUN 2012
... Prescribed Private Funds there was a review that started at the end of 2008 and into 2009 where the headlines were all about the wealth of rich donors," Thomas said. "But really - these people would have been richer if they hadn't have given, so clearly ...

HSBC launches online trading platform

LINDA HAUSKEN  |  MONDAY, 25 JUN 2012
... partnered with Bell Direct to launch an online sharing trading platform. HSBC Online Share Trading will provide a range of wealth management solutions from non-advisory products and services and include financial planning and wealth protection. The share ...

AEI shareholders fight off board changes

BEN COLLINS  |  FRIDAY, 22 JUN 2012
... of opinion regarding how the fifth ranked $621 million ethical/SRI investment manager should respond to changes in the wealth management market, but in a way that would preserve the core beliefs that have made them arguably one of the most committed ...

CommInsure adds to restructured advice team

MELANIE TIMBRELL  |  FRIDAY, 22 JUN 2012
... Ben Bancroft as national accounts manager. Tony Smith, former head of national accounts departed CommInsure for ClearView Wealth in February, prompting a reshuffle. Olivia Sarah-Le Lacheur as new head of national accounts then took responsibility for ...

Census 2011: Australia is changing, and fast

ALEX DUNNIN  |  FRIDAY, 22 JUN 2012
... 27,000 census collectors. While the headline results present tremendous opportunities for Australia's superannuation and wealth management sector, they also present huge challenges for any sections of it unwilling to adapt. For example, Australians are ...