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Showing 7851 - 7860 of 9290 results for "wealth"

Count buys stakes in Victorian and NSW practices

PRESS RELEASES  |  MONDAY, 5 JUL 2010
... international client base. Located in Balwyn, it has more than $36 million in funds under advice and provides accounting advice and wealth management services including investment, insurance and finance brokerage. The stake cost $578,000 including net ...

The disappearing act of lose-lose funds

MICHELLE BALTAZAR  |  FRIDAY, 2 JUL 2010
... Principal Global Investors, is a better gauge than other similar reports because it doesn't just survey one section of wealth management (e.g. fund managers) but is across the entire investment chain - fund managers, pension funds and asset allocators. ...

APRA dictates investment option labels

MICHAEL HOBBS  |  WEDNESDAY, 30 JUN 2010
... fund members to compare investment options. Controversy previously surrounded the issue following the use by many retail wealth groups to follow IFSA guidelines, which assumed balanced funds were those with 60 per cent growth asset weightings. This figure ...

Funds thrive with nimble IT

MICHELLE BALTAZAR  |  TUESDAY, 29 JUN 2010
... IT investments like financial investments. Like a balanced portfolio," he said in a paper featured in a new book on the wealth management industry published by SimCorp StrategyLab.

Centrepoint and PIS merger agreement changed

MICHAEL HOBBS  |  MONDAY, 28 JUN 2010
... billion in funds under advice (FUA) and $170 million of in-force insurance premium. The merger means PIS would become the wealth management arm of Centrepoint alongside the existing commercial finance division.

Finsia launches fin services credential

MICHAEL HOBBS  |  MONDAY, 28 JUN 2010
... Martin Fahy, chief executive at Finsia. The credential will be rolled out to the private banking advice industry and also in wealth management and securities broking. He said FSP would improve public perception of poor conduct in financial services including ...

How the wealthy invest their money

RUTH LIEW  |  FRIDAY, 25 JUN 2010
... new report that sheds some light on how the rich allocated their funds just after the peak of the GFC. The latest World Wealth Report, released by Merrill Lynch Global Wealth Management and Capgemini, shows Australia's HNW population grew from 129,200 ...

AXA sells UK life and savings business

MICHAEL HOBBS  |  FRIDAY, 25 JUN 2010
... in talks with Resolution regarding the sale of its life and savings operations in the UK two weeks ago. AXA retains AXA Wealth Management, which includes its wrap platform, Elevate, following the deal. The firm also keeps Architas Multi-Manager, AXA ...

Basis Capital lesson far from over

RUTH LIEW  |  THURSDAY, 24 JUN 2010
... of a well-diversified portfolio, said a planner who had clients invested in Basis products. Matthew Walker, director of Wealth and Lifestyle Management, said the firm has clients who previously invested in Basis Capital, before the firm went bust three ...

FIIG opens corporate bonds to planners

COMPANY RELEASE  |  THURSDAY, 24 JUN 2010
Fixed-income broker FIIG Securities has launched a new service that lets planners access corporate bonds for their clients that have traditionally been the preserve of banks, fund managers and the ultra wealthy. The new DirectBonds service lets investors ...