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Showing 7771 - 7780 of 9290 results for "wealth"

Mixed results for US industry giants

JOHN MCDULING  |  THURSDAY, 21 OCT 2010
... Diversified banking giant Morgan Stanley disappointed with its headline numbers despite strong performance for its asset and wealth management businesses. The company's wealth management business, Morgan Stanley Smith Barney, reported net new assets ...

Zurich sales head joins Perpetual

RUTH LIEW  |  MONDAY, 18 OCT 2010
Perpetual Private Wealth has appointed former Zurich head of wholesale sales, Nick Langton, as general manager private client advice, as the firm ramps up its wealth arm and positions for future acquisitions. Langton, who has over 20 years experience ...

Dollar rise to boost planner wages

ELISE BURGESS  |  MONDAY, 18 OCT 2010
... wages. As for the demand for financial planners, Stephen Smith, director at psychometric profiling specialist Prova, said wealth management firms are placing a higher importance on advisers who are better aligned with their clients' personality styles ...

OneVue on global path with managed accounts

ELISE BURGESS  |  THURSDAY, 14 OCT 2010
... including ING, Challenger, Aviva Investors and Australian Unity. It also struck a deal with Yellow Brick Road (YBR), a new wealth management firm headed by Wizard Home Loans founder Mark Bouris. OneVue clients also include a large number of independent ...

Advice 'opt in' reforms to dictate platform choice

RUTH LIEW  |  WEDNESDAY, 13 OCT 2010
... their new business comes from advisers switching from other platforms and they've managed to do this through a new private wealth pricing structure, family fees and same pricing for more services. "A hundred per cent of our clients are cost-conscious ...

AFA announces Rising Star nominees

ELISE BURGESS  |  WEDNESDAY, 13 OCT 2010
... Shakespeare - JSA Financial Planning Group (NSW) A, Michael Batten - Batten Financial Services (QLD) A, Mark Rattigan - Merideon Wealth Strategies (WA) A, Paul Trosti - Godfrey Pembroke (NSW) A, Christopher Jones - RETIREINVEST (QLD) The winner will ...

Ironstone partners advisers in property

ELISE BURGESS  |  WEDNESDAY, 13 OCT 2010
... government regulation changes allowing SMSF trustees to borrow out of their fund to put towards property has opened up a wealth of opportunity for many people that they just aren't taking advantage of. "People don't have confidence in the advice they're ...

Rise of the new rich

MICHELLE BALTAZAR  |  TUESDAY, 12 OCT 2010
... Financial planners have a new tool on hand to work out how best to cater for their next generation of clients following a new wealth report that shows which countries are breeding more billionaires and how they are investing their money. For decades ...

Planners receive Wisdom awards

ELISE BURGESS  |  MONDAY, 11 OCT 2010
... Management A, Christopher Heppingstone from Lifetime Financial Group - Behavioural Change A, Rebecca Newton from Prestige Wealth Partners - Pro-bono A, Joe Formica from Progressive Financial Solutions - Pre-Retirement Planning A, Shane Boettcher from ...

Bad news is good news is bad

BENJAMIN ONG  |  MONDAY, 11 OCT 2010
... with everyone and his dog trying to front run the Fed. Perhaps now if the stock market continues to gain, all that extra wealth generated would find their way into consumption. Perhaps still low-er interest rates would encourage businesses to expand ...