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Showing 7341 - 7350 of 9290 results for "wealth"

Lookin' for trouble

BENJAMIN ONG  |  TUESDAY, 22 NOV 2011
My mother once - yes, only once - told me that if you go out looking for trouble, you're gonna find one. That's exactly what happened in the financial markets while we were sleeping. Not content with the troubles plaguing Europa, investors looked to ...

Centric Wealth taps Kearns for chief executive

RACHEL DAVIS  |  MONDAY, 21 NOV 2011
Centric Wealth has appointed senior Investec Bank executive, Phil Kearns, as its new chief executive officer, effective from 12 December. Centric Wealth has $4.9 billion in assets under advice (AUA). "The Board evaluated a number of outstanding candidates ...

FPA award winners embrace FOFA

ELISE BURGESS  |  MONDAY, 21 NOV 2011
... Money Sense Financial Group, Gippsland Gregory Cook CFP, Eureka Financial Group, Sydney Greg Tindall CFP, Macquarie Private Wealth, Sunshine Coast James Harris CFP, Brown & Bird Financial Planning, MacKay James Kenny CFP, Tupicoffs, Brisbane Peter Roan ...

Perpetual resources focus looks offshore

ELISE BURGESS  |  THURSDAY, 17 NOV 2011
... to be resilient, said one portfolio manager. James Bruce, portfolio manager, Perpetual's global resources team, said the wealth manager had reallocated its own resources stock offshore over the past 12 months. "We have moved money into the US, Canada ...

Flight to quality boosts PIMCO inflows

CLAIRE MCGREAL  |  THURSDAY, 17 NOV 2011
... portfolio stabilisation benefits when combined with more risky assets such as shares," said Peter Dorrian, head of Global Wealth Management, PIMCO. "Australian and global fixed income remain the core allocation of fixed income portfolios but there has ...

Challenger appoints head of Boutique Partnerships

RACHEL DAVIS  |  WEDNESDAY, 16 NOV 2011
... RREEF in New York, where she was Chief Operating Officer, Client Relations. Hales has also worked across the funds and wealth management industry at Deutsche Asset Management, Colonial First State and BT Financial Group. "We are delighted to appoint ...

ANZ Wealth provides succession support for planners

CLAIRE MCGREAL  |  WEDNESDAY, 16 NOV 2011
... looking to retire can now avail of a new package aimed at helping them to develop a successful succession plan. The ANZ Wealth succession package gives planners a range of tools including a loan facility for business growth through acquisition or buying ...

MLC MasterKey fees cut, new features

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
... MLC's MasterKey Fundamentals platform has been reshaped with new investment options and the cutting of fees, a move the wealth manager said will benefit clients and advisers. The MasterKey Fundamentals platform, which has been in operation since 2006 ...

Market Wrap - Midday

AAP  |  TUESDAY, 15 NOV 2011
... turnover was 768.2 million securities worth $1.4 billion, with 340 stocks up, 431 down and 351 unchanged. Macquarie Private Wealth division director Lucinda Chan said although the Australian market represented good value at these levels, the uncertainty ...

IRESS launches UK wealth management division

RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
IRESS has launched its Wealth Management division in the United Kingdom on the back of its selection as strategic supplier of wealth management advice technology by Sesame Bankhall Group, the largest distributor of retail financial advice in the UK. ...