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Showing 7401 - 7410 of 9290 results for "wealth"

Macq seals landmark $8.7bn admin deal with Perpetual

ELISE BURGESS  |  WEDNESDAY, 5 OCT 2011
Perpetual will outsource the administration services for its $8.7 billion private wealth administration platform to Macquarie Investment Management with plans for new adviser-focused features and broader market appeal. Macquarie will provide all back ...

SPAA rallies against off-market trading ban

MATT WOODINGTON  |  TUESDAY, 4 OCT 2011
... documents, which would have helped to regulate all parties," said John Hewison, chief executive officer, Hewison Private Wealth. "Overall, this additional red tape goes against the grain of a simplified superannuation system, particularly when there ...

ANZ Wealth appoints head of advice delivery

RACHEL DAVIS  |  FRIDAY, 30 SEP 2011
ANZ Wealth has appointed a new head of advice delivery to provide dealership services to its advice businesses. Raelene Seales has been appointed head of advice delivery for ANZ Wealth. In her new role, Seales will establish and lead the Advice Delivery ...

Market Wrap - Midday

AAP  |  FRIDAY, 30 SEP 2011
... less-than-expected response to Germany's approval to beef up Europe's rescue fund to stave off a second global recession. Wealth Within analyst Janine Cox said she had expected shares to lift higher than they did after Germany's parliament ended weeks ...

Boutique focus with new super product: Bendigo Wealth

ELISE BURGESS  |  FRIDAY, 30 SEP 2011
Bendigo Wealth has set its sights on independent financial advisers with its new super investment product with ten active and index funds, a cash option, one admin fee of $98 and fully flexible insurance options. The Bendigo SmartStart Super, to be ...

Second generation platform consolidation push

ELISE BURGESS  |  FRIDAY, 30 SEP 2011
... comparable, according to software provider, Bravura Solutions, with next generational platform and wrap models across the wealth management industry now being forced to update to survive. The Cooper Review and the European Retail Distribution Review ...

Call for realism on planner services

MATT WOODINGTON  |  WEDNESDAY, 28 SEP 2011
... potential clients, as the direct link between service and cost becomes more tangible. According to Philip Galagher, head of wealth management at Equity Trustees, the debate around adviser fees and commissions has wrongly skirted around the issue of improving ...

Westpac launches virtual planning service

ELISE BURGESS  |  WEDNESDAY, 28 SEP 2011
... branches using the infrastructure which is already in place," said Coombe. Mark Spiers, general manager advice of Westpac's wealth management arm BT Financial Group said the initiative was part of the group's ultimate goal to bring specialist advice ...

Banned adviser faces jail term

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... three Australian financial services licensees including Financial Wisdom, Financial Planning Services Australia and Genesys Wealth Advisers between 21 June 2004 and 20 May 2010. Between June 2004 and August 2007, Carll was employed by Port Pirie-based ...

Family office aligns with hedge fund

ELISE BURGESS  |  TUESDAY, 27 SEP 2011
... advisers HLB Mann Judd Sydney, said family trusts are once again proving popular thanks to their ability to offer benefits in wealth accumulation and intergenerational wealth transfer, despite the uncertainty around its tax rules. "It is true there has ...