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Showing 7481 - 7490 of 9290 results for "wealth"

Mercer chief scores plum promotion

ALISON BEVEGE  |  TUESDAY, 2 AUG 2011
... services and consulting group Mercer has promoted its global chief operating officer to the plum role of global head of wealth management consulting. London-based Cara Williams previously spent six years as global chief operating officer of Mercer's ...

DKN suffers drop in platform flows

MATT WOODINGTON  |  MONDAY, 1 AUG 2011
... fall to "lower investor confidence, uncertainty arising from impending regulatory changes and the loss of one medium-sized wealth management practice from the network." DKN will keep its current Lonsdale operating model including its current platform ...

State winners named in AFA excellence awards

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... director, Taggart Nominees for NSW, Kyle Thompson, financial planner, AON for QLD, Shaun Hunt, financial planner, Genesys Wealth Advisers for SA, Matthew Hawkins, financial planner, Financial Services Partners for Tasmania, Finn Kelly, practice owner ...

Planners unprepared for second stage clients

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... when they retire and those who are now approaching 70 years old who have different needs," said Philip Galagher, head of wealth management, EQT. "There is a whole new set of needs that comes it focus and this has not been addressed by the financial planning ...

Consumers flex social media muscle

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... target of the campaign, were also among the early adopters of social media as a way of communicating with their customers. Wealth managers have been slower to engage. "We are working in a much more consumer orientated world, said Robert Wollan, Accenture's ...

CBA insurance premiums rise

MATT WOODINGTON  |  FRIDAY, 29 JUL 2011
Commonwealth Bank of Australia reported a 3% rise in its wealth management division for the June 2011 quarter, while the appreciating Australian dollar caused a slight drop in its funds under administration and management. CBA's insurance inforce premiums ...

Macquarie backs annuity income as contributions drop

MATT WOODINGTON  |  THURSDAY, 28 JUL 2011
... July 2010. The division contributed net profit of $275 million, for the full year 2011, up 5% on 2010. Macquarie private wealth reported a 5% rise in retail turnover on the prior quarter, although it fell 4% on Q1 2011. Macquarie's share price was down ...

Industry uncertainty limits MDAs

ELISE BURGESS  |  THURSDAY, 28 JUL 2011
... introduction of the FOFA reforms, but that this interest was hampered by a lack of understanding and clarity in the wider wealth management market. Toby Potter, IMAP chair, said there was little understanding of the MDA services available, and as such ...

Time for super to step up

ALEX DUNNIN  |  THURSDAY, 28 JUL 2011
... the Australian economy. "We need to begin a dialogue about how super funds can engage with fund managers to protect the wealth of our members. We can then use this position to help Australia take a lead role around the world." Superannuation's authority ...

Super Choice did not change super habits

ALISON BEVEGE  |  WEDNESDAY, 27 JUL 2011
... made little impact on the way Australians choose superannuation, a report has found. The Roy Morgan Superannuation and Wealth Management in Australia report for July 2011 found that while those who buy managed funds excluding super rely on financial ...