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| | | 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
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