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Showing 7551 - 7560 of 9290 results for "wealth"

NAB Private Wealth winners at private banking awards

RACHEL DAVIS  |  FRIDAY, 3 JUN 2011
NAB Private Wealth has received multiple accolades at the Australian Private Banking Council 2011 Awards ceremony in Sydney, topping the awards table by winning more categories than any other private bank. Private bankers from National Australia Bank ...

Plum has members in its sights with new appointment

RACHEL DAVIS  |  FRIDAY, 3 JUN 2011
Tony Stewart has been appointed Head of Member Services for Plum and the MLC Group's Corporate and Institutional Wealth division. The announcement follows a number of recent appointments in Plum's Education team who will focus on working with clients ...

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
Financial planning firm Wealth Management Partners plans to tap into the growth in SMSF property investment by agreeing a deal with new property advisory service REaffirm. WA based Wealth Management Partners's investment will enable it to integrate ...

AMP targets lost super to attract members

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
... service designed to help AMP superannuation customers consolidate their super into a single account. In addition to this, the wealth management giant will also use the service to encourage its super customers to speak to a financial planner about fees ...

Rejoice for May has gone away

BENJAMIN ONG  |  WEDNESDAY, 1 JUN 2011
... He said that, " Every single economic statistic is weaker than expected." But Mike Ryan, chief investment strategist for Wealth Management Americas, captured the mood of the day. "Economic data has been patchy. The apparently much more mixed picture ...

MLC hands planners client engagement tool

MATT WOODINGTON  |  TUESDAY, 31 MAY 2011
... with clients and kick off a further advice needs conversation," said Richard Nunn, EGM of advice & marketing for MLC & NAB Wealth. MLC said that to date 1850 advisers had connected to My Client Leads with 137,000 leads sent to advisers. The tool is available ...

New software simplifies front office broking

ALISON BEVEGE  |  TUESDAY, 31 MAY 2011
... said. GBST provides front and back office technology to broking houses. It also provides wrap and platform technology to wealth managers such as Macquarie, BT and Oasis (ING). Orrock said the financial services world had change vastly in the last 30 ...

Boutique incubator targets Asian wealth

MATT WOODINGTON  |  MONDAY, 30 MAY 2011
Investment boutique incubator Ascalon Capital Managers is looking to tap into the $1.3 trillion offshore pool of high alpha investors by launching in Asia. Ascalon will establish distribution hubs in Hong Kong and Singapore for its existing boutiques ...

Signature scam adviser banned for life: ASIC

ALISON BEVEGE  |  FRIDAY, 27 MAY 2011
... been brought against King, ASANDAS, Stripe Capital and margin lending firm Leveraged Equities, which is part of Bendigo Wealth, a subsidiary of Adelaide and Bendigo Bank. Leveraged Equities is understood to have had no relationship with the other entities ...

Australian market to shrug off Greek woes

MATT WOODINGTON  |  FRIDAY, 27 MAY 2011
Australian wealth managers believe that the worsening European debt crisis, with Greece seemingly on the brink of default, will have no major long-term impact on the global financial recovery. Greece is estimated to have unsustainable debt of $456 billion ...