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Showing 7621 - 7630 of 9290 results for "wealth"

Nine to propel YBR into retail sector

MATT WOODINGTON  |  FRIDAY, 8 APR 2011
Wealth management firm Yellow Brick Road (YBR) and media company Nine Entertainment have agreed to form strategic alliance to create a "people's champion in retail financial services". Nine will invest $13 million for a 19.9 per cent ordinary shareholding ...

Good advisers can save clients from tax crackdown

ALISON BEVEGE  |  FRIDAY, 8 APR 2011
... for individuals and $2.75 million for companies, if they break the law. Justin Hooper, financial strategist for Sentinel Wealth, said clients sometimes want to minimise their tax even if they make no money. "If people come with the wrong objective, you ...

LGA names chief exec

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
... officer, Sean Cortis to chief executive. The firm will now focus on expanding its capabilities to serve a new generation of wealth creators in Australia and throughout Asia. Cortis previously held the role of chief operating officer and has 25 years ...

Smaller banks seeking platform independence

MATT WOODINGTON  |  TUESDAY, 5 APR 2011
... November 2010 Bendigo and Adelaide Bank acquired a 24 per cent stake in Linear Asset Management, allowing it to deploy its own wealth management platform. "If a platform is strategic to your whole wealth management business and strategic to how you deliver ...

AFA prep advisers for FOFA

MICHELLE BALTAZAR  |  TUESDAY, 5 APR 2011
... firmly believe that any reforms that make it more difficult to access advice in relation to building and protecting the wealth of everyday Australians make for bad policy - and we have never been afraid to label bad policy," he added. The AFA is a member ...

Big mandates, big risk

ALISON BEVEGE  |  TUESDAY, 5 APR 2011
The wealth management industry should look at sovereign wealth clients as a potential frozen asset risk, an analyst from Colonial First State told Financial Standard yesterday. With civil war raging in Libya and tensions continuing to erupt across the ...

North opens Bluedoor to bright future

ALISON BEVEGE  |  TUESDAY, 5 APR 2011
... software engine go live on Monday. The new Bluedoor upgrade was described by its developers yesterday as doing for the wealth management industry what ATMs and online banking did for banks. Bluedoor 2.0 will give financial institutions, fund administrators ...

Mental health an insurance issue

ALISON BEVEGE  |  MONDAY, 4 APR 2011
... a history of mental illness were able to access the insurance, despite increased disclosure. Michael Paff, director of wealth protection products for AMP, said there had been increased community awareness of mental health issues, with 71 per cent of ...

Financial planners crushed by rigid ATO

ALISON BEVEGE  |  MONDAY, 4 APR 2011
... insurance claims also occurring after the global financial crisis. Ben Graham, financial planning representative for Centric Wealth Advisers, said that setting clear expectations with the client can help planners offset the risk of compensation claims. ...

ANZ appoints head of super

MATT WOODINGTON  |  FRIDAY, 1 APR 2011
... replacing Ross Bowden. Brackenrig will oversee ANZ's core super, investment and retirement solutions, reporting to ANZ Wealth's managing director John Van Der Wielen, starting on April 18. Van Der Wielen said that Brackenrig has the right credentials ...