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Showing 7561 - 7570 of 9290 results for "wealth"

Merged planning groups plot Snowball effect

MATT WOODINGTON  |  THURSDAY, 26 MAY 2011
... financial planning industry stalwart John Godfrey. The two non-aligned financial advice groups will form a $14.3 billion wealth management business with multiple business models and 188 financial advisers nationally. "This is a seminal deal for the industry. ...

Online SMSF training centre opens for trustees, advisers

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
... calculators, educational videos and podcasts. The move comes at a time when increasing numbers of Australians are pouring their wealth into superannuation and advisers are seeking to help them navigate the complex web of regulations surrounding the space. ...

Advisers hampered by conflicted platforms

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
... providers. Those three were HUB24, OneVue and netwealth. The others were all owned by product providers such as MLC and NAB Wealth (National Australia Bank), AXA/AMP, Colonial First State or BT Financial Group (Westpac). Connie McKeage, chief executive ...

Fixed interest ETFs to fill "massive hole"

MATT WOODINGTON  |  TUESDAY, 24 MAY 2011
... Australia. The arrival of fixed income ETFs would mean that both growth and defensive assets would be available on the market. "Wealth management companies could produce low cost, balanced, multi asset class portfolios through a collection of ETFs only," ...

Diamonds are a fund's best friends

ALISON BEVEGE  |  TUESDAY, 24 MAY 2011
... yellow diamond called the "Yellow Rose". Steve Shafer, chief investment officer for Covenant, said an enormous transfer of wealth was taking place from West to East and that moving money into diamonds was a way to profit from this trend. "Western sellers ...

Genworth Financial names Aust director

ELISE BURGESS  |  TUESDAY, 24 MAY 2011
... mortgage finance. He is also currently a member of several financial institution and charity boards. "Tony Gill brings a wealth of extensive commercial, finance and marketing experience gained from senior banking roles and board positions with several ...

Bravura's new CEO eyes Aus wealth market

MATT WOODINGTON  |  FRIDAY, 20 MAY 2011
Wealth management software provider Bravura Solutions has appointed Tony Klim as its new chief executive officer, based in London. Klim has been with the company since February 2008 as chief executive officer for Europe, Middle East and Africa, where ...

JBWere new chair

ELISE BURGESS  |  FRIDAY, 20 MAY 2011
... Australia and New Zealand after the planned departure of Michael Ullmer in July. Joiner's extensive global experience in the wealth management markets includes his current roles as executive finance director, chief financial and board member at NAB ...

Planners eye SMSF property

MATT WOODINGTON  |  THURSDAY, 19 MAY 2011
... a planner." Investors are keen to combine the tax benefits of super with the power of leverage, which can be a powerful wealth creator but can magnify losses as well as gains. Trustees are currently not allowed to renovate properties, nor would they ...

Merged planning group to meet new client needs

MATT WOODINGTON  |  WEDNESDAY, 18 MAY 2011
... AMP Horizons to source new talent. Eluvia plans to add one more adviser in the employer super space, two in the private wealth and retail sector and one in the debt space. O'Leary said that a joint venture with a specialist in the mortgage space was ...