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Showing 7581 - 7590 of 9290 results for "wealth"

RI Advice partners with Tas bank

ELISE BURGESS  |  MONDAY, 9 MAY 2011
ANZ Wealth's RI Advice Group has furthered its strategy of aligning with local groups to expand business, partnering with Tasmanian financial institution B&E Personal Banking. Bringing to the alliance some 36,000 Tasmanian members, the partnership between ...

Market Wrap - Midday

AAP  |  MONDAY, 9 MAY 2011
... June share price index futures contract was 46 points higher at 4,789, with 22,619 contracts traded. Macquarie Private Wealth adviser Helen Spencer said the better than expected jobs data, released on Friday night local time, had boosted investor sentiment. ...

Winton Capital wins Future Fund mandate

ALISON BEVEGE  |  MONDAY, 9 MAY 2011
... appreciation of asset values. Winton's mandate was one of five new mandates given by the world's 13th largest sovereign wealth fund in the March quarter. It is not known how much the mandate was for. According to Rainmaker research, four mandates went ...

New Russell manager to tackle prac management

ELISE BURGESS  |  MONDAY, 9 MAY 2011
... In addition to his role at Ipac, Nolan's previous roles include senior positions with AMP Financial Planning and Asgard Wealth Solutions. The RPM service has already been released for some time in other overseas markets including America, Canada and ...

NAB grows FUM despite tough times

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
MLC & NAB Wealth increased their funds under management by 6.8 per cent to $121.9 billion in the year to March and added 241 financial advisers to its ever-growing network, according to half-yearly results released yesterday. The National Australia ...

Innovative platforms create $397 bn industry

ELISE BURGESS  |  FRIDAY, 6 MAY 2011
... developing the new MLC Wrap platform," said Michael Clancy, executive general manager of investment platforms for MLC & NAB Wealth. MLC Wrap and Navigator have a combined FUA of $14.5 billion as at 30 April 2011. The top five full function platforms ...

AFA award launched to encourage female financial planners

RACHEL DAVIS  |  FRIDAY, 6 MAY 2011
... AFA Female Excellence in Advice Award in Sydney last night. Tackling the gender gap that exists in retirement savings, wealth protection and life insurance- the AFA's Female Excellence in Advice Award (Award) is designed to promote financial advice as ...

AMP reports subdued Q1 cashflows

MATT WOODINGTON  |  THURSDAY, 5 MAY 2011
... management of $99.8 billion as of March 31 2011, up 3 per cent for the twelve months. AMP Financial Services Contemporary Wealth Management's AUM was at $55 billion. Meanwhile, AXA Australian wealth management, acquired by AMP in March, reported net ...

UniSuper chair to retire

ALISON BEVEGE  |  THURSDAY, 5 MAY 2011
... First State Investments and Challenger Financial Services Group. He is a director of other organisations including Centric Wealth and Social Ventures Australia. Cuffe said there would not be any change in board direction. "It's business as usual," he ...

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
... experts said at the Financial Standard Managed Accounts forum. James Mirams, financial adviser and director of Paradigm Wealth Management, is a strong advocate of the sector and sees managed accounts as the "only option" in presenting advice to his clients. ...