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| | | ... survey is anonymous with dealer groups only knowing their own placement and not their competitors. Richard Nunn, MLC and NAB Wealth's executive general manager of advice and marketing, said the results confirm that a fee for advice model has been proven ... |
| | | | ... occurred yesterday afternoon when another explosion hit a Fukishima nuclear plant, heightening the human risk from radiation. Wealth managers are concerned that this 'knee jerk' reaction is denting investors' portfolios unnecessarily. "The response of ... |
| | | | Wealth management firms worldwide are beginning to rally around those affected by the crisis in Japan. In Australia, the Commonwealth Bank is currently a collection point for Red Cross' donation appeal for Japan and Pacific Disaster appeal while AMP ... |
| | | | ... "Between them they have provided over 42 years service to the Cbus Board," he said. Atkin said the three newcomers brought a wealth of experience from sponsoring organisations. After merging with CONNECT last year, Cbus became Australia's ninth largest ... |
| | | | ... approval at every stage while also trading across an advisers client base. In related news, IAS yesterday resigned specialist wealth management firm, Henderson Maxwell, for a $100 million managed account service for a minimum of five years. Currently ... |
| | | | ... Alternatives are predicted to enjoy a surge of inflows over the next three years as institutional investors and sovereign wealth funds move to protect themselves against inflation. Inflation and its potential effect on institutional investing is gaining ... |
| | | | Dominant planning software provider IRESS Wealth Management Solutions has announced the long-anticipated new version of XPLAN is to be released next month. XPLAN, used by more than 12,000 advisers, has been given a makeover with the help of digital ... |
| | | | ... successful fundraising event 'Who Wants To Be A RockStar?' last night, raising more than $120,000 for charity. Over 400 wealth management professionals gathered at the Loft in Sydney to see who will be this year's industry 'RockStar' while raising funds ... |
| | | | ... noon, however. "For a pretty ordinary overnight performance in the US, there are some bright spots," Macquarie Private Wealth adviser Helen Spencer said. "So we're seeing some resilience in some parts of the market. "The industrials are actually not ... |
| | | | ... positively to the campaign as a whole and many said the levy would be worth it. Justin Hooper, managing director of Sentinel Wealth, and a CFP for 12 years said the strategy was a good start, even if memberships fell. "We are at a tipping point in the ... |
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