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Showing 7501 - 7510 of 9290 results for "wealth"

Advisers demand platform opt-in support

ELISE BURGESS  |  THURSDAY, 21 JUL 2011
... to utilise their scale to assist advisers operating under the new requirements," said Kristen Turnbull, head of advice, wealth and super, CoreData. "Advisers are looking to their platform providers to help them retain their client base by offering cost ...

Older people seek more financial advice

ALISON BEVEGE  |  WEDNESDAY, 20 JUL 2011
... and are far more likely to use a planner than those under age 34, or women, latest figures show. The Superannuation and Wealth Management in Australia report, released last week by Roy Morgan Research, also surveyed respondents about their use of financial ...

PIMCO urges SMSFs to get active

MATT WOODINGTON  |  WEDNESDAY, 20 JUL 2011
... might be a sensible option for generating income and reducing portfolio volatility," said Peter Dorrian, head of global wealth management, PIMCO. Although fixed income indices make good benchmarks, they do not necessarily translate to the best investment ...

Certitude partners with Threadneedle on global fund

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
... Investments will distribute international asset manager, Threadneedle Investments, Global Equity Fund, targeting the high net wealth market and retail markets. The exclusive partnership formed after Certitude completed a 12 month review of 4000 funds ...

Yellow Brick Road seals deal with Nine

ALISON BEVEGE  |  MONDAY, 18 JUL 2011
Wealth management firm Yellow Brick Road will be promoted on television by the Nine Network at discounted rates after the media group formalised its purchase of 19.9% of the company today. Yellow Brick Road today announced it had entering into formal ...

Big six use advisers for sales while clients confused on independence

ALISON BEVEGE  |  THURSDAY, 14 JUL 2011
Financial advisers aligned to major wealth-management firms are continuing to direct the majority of the funds they establish to their parent fund manager, a study released today by Roy Morgan Research has found. The Superannuation and Wealth Management ...

Rainmaker reveals 2011 Sales & Marketing Excellence Awards

MATT WOODINGTON  |  THURSDAY, 14 JUL 2011
... Annuities. Australian Super's Brook Carter and Paul Schroder picked up awards for marketer of the year (superannuation) and wealth executive of the year, respectively. PIMCO's Peter Dorrian earned the Rainmaker marketer of the year in investment management ...

Planning group Genesys signs research deal with van Eyk

ALISON BEVEGE  |  TUESDAY, 12 JUL 2011
Financial planning dealer group Genesys Wealth Advisers has signed up for a further two years with research house van Eyk. Genesys had 283 financial advisers across the nation and a total of $8.9 billion in funds under advice as of May 31, the firm ...

Call for self-funded retirees inclusion

ELISE BURGESS  |  MONDAY, 11 JUL 2011
Sunday's carbon tax announcement has produced mixed results for pensioners with approximately 285,000 self-funded retirees to miss out on the compensation scheme for pensioners, according to the National Seniors Australia. As it stands now, pensioners ...

NGS Super sharpens planning focus

MATT WOODINGTON  |  MONDAY, 11 JUL 2011
... services to as many people as possible," he said. NGS said it would encourage its members to become engaged in their own wealth creation strategies and develop an online advice model, as well as stepping up its telephone and face-to-face services. Studdert ...