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| | | ... Lachlan Partners has operated since 2008 and uses a fee for service model, offering business, accounting, financial advisory, wealth management and family office services. Many of the services are delivered in-house. Reflecting the change, Lachlan Partners ... |
| | | | ... agreed to leverage this rescue fund to a,-1 tril from a,-440 bil. To do this, they intend to tap the IMF and/or sovereign wealth funds and/or the BRICs. French head Sarkozy is reportedly already in negotiations with China - the country with loose change ... |
| | | | ... Michael Bargholz, former chief executive of AllianceBernstein Australia, and John Van Der Wielen, former managing director of Wealth at ANZ, who both recently resigned from the Board. "On behalf of the Board, I would like to thank John Van Der Wielen ... |
| | | | ... all-round practice and absolute commitment to excellence ultimately set him apart from his peers." MacMillan, from The Wealth Designers, said he was honoured by the award and to be part of the advice community. In an earlier address, MacMillan said his ... |
| | | | ... running a campaign against industry super funds," said Senator Cormann. "Industry super funds are well suited for part of the wealth management market. However, the regulatory arrangement has to be fair, it shouldn't be about the government of the day ... |
| | | | Mortgage aggregator Vow Financial has opened a new wealth management office in Parramatta following its recent move into the wealth management space. Vow Wealth Western Sydney will offer support and products to a select number of Vow Financial brokers ... |
| | | | Boutique wealth management firm Plan B Group Holdings has appointed Paul Cramer as group executive, product and distribution, as part of its overall expansion strategy. Based in Perth, Cramer will lead the firm in wealth management (advice) product ... |
| | | | ... across 10 European countries and while their research was focused on traditional retailing it has important lessons for wealth managers and super funds. Australian internet usage patterns being a few years behind European patterns also means the survey ... |
| | | | ... This year's award went to Finn Kelly, the 26 year old chief executive and founder of Victorian based financial advisers, Wealth Enhancers. Accepting his award, Kelly acknowledged the tough competition he had faced from his fellow nominees and urged delegates ... |
| | | | ... Chartered Accountants has launched a financial planning and advisory services division under the new brand Leenane Templeton Wealth Management. Andrew Frith, chief executive officer of the Newcastle based Leenane Templeton said the restructured group ... |
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