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Showing 7231 - 7240 of 9290 results for "wealth"

Future First joins Paragem

ELISE BURGESS  |  THURSDAY, 5 APR 2012
... the addition of Future First, Paragem's AFSL now holds over $1.3bn under advice. The practice uses a fully diversified wealth management fee-for-service model and has already adopted Paragem's business model and non-conflicted advice proposition. Luke ...

WealthSure selects OneVue UMA platform

MELANIE TIMBRELL  |  WEDNESDAY, 4 APR 2012
... most, which enables our advisers to differentiate their service and provide clients with a complete view of their total wealth position as all assets and liabilities can be viewed in the one place," Pawski said. "This platform is also beneficial as it ...

Former minister joins Cbus

MELANIE TIMBRELL  |  WEDNESDAY, 4 APR 2012
... statement announcing the appointment. Dawkins' private sector experience includes directorship of Sealcorp Holdings, now Asgard Wealth Solutions and chairmanship of Elders Rural Bank, a joint venture between Elders and Bendigo Bank now known as Rural ...

Alphington wins corporate super mandate

ELISE BURGESS  |  WEDNESDAY, 4 APR 2012
Alphington Private Wealth is the corporate super adviser for SMEC Super Fund, after being awarded a $45 million mandate. Under the mandate, Alphington will work with SMEC Super Fund staff and management to deliver wealth management, consulting and financial ...

ASIC strikes against currency trader

MELANIE TIMBRELL  |  TUESDAY, 3 APR 2012
... Pivotal Financial Advisers Ltd, Guardian FP Ltd, AAA Shares Pty Ltd, AAA Financial Intelligence Ltd and most recently, 101 Wealth Solutions, who revoked Mr Hassell's authorisation on 28 March 2012.

ClearView moves on IFA market

MELANIE TIMBRELL  |  MONDAY, 2 APR 2012
... independent advisers," he said. ClearView is the result of the 2010 acquisition of Bupa Australia's Life Insurance and Wealth Management businesses by MMC Contrarian Limited (MMC), after which it changed its company name to ClearView Wealth Limited to ...

More wealth beyond resources

ELISE BURGESS  |  FRIDAY, 30 MAR 2012
Investors who rely on natural efficiency improvements to protect their resources portfolio may lose out, according to one UK fund manager. Once seen as 'nice to have', environmental resources are now viewed as limiting factors on economic growth in ...

Macquarie launches EM fund

MELANIE TIMBRELL  |  FRIDAY, 30 MAR 2012
... the long term, the returns that shareholders receive are dependent on the performance of the companies themselves - the wealth these businesses generate," said Roy Leckie, director of global fund manager Walter Scott & Partners who are partnered with ...

IOOF cuts DKN platform fees

ELISE BURGESS  |  FRIDAY, 30 MAR 2012
... "IOOF through DKN, remains committed to providing quality and cost effective business and platform solutions to boutique wealth management practices and their clients," said Mota.

Prime Value adds portfolio manager

ELISE BURGESS  |  THURSDAY, 29 MAR 2012
... Lee and Leanne Pan, Prime Value's co-chief investment officers. Prior to this, Wong was head of investments for national wealth management firm Xantias Financial Management, where he managed active Australian equities portfolios. He also has experience ...