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Showing 61 - 70 of 71 results for %22Merit Wealth%22

Advisers hampered by conflicted platforms

ALISON BEVEGE  |  WEDNESDAY, 25 MAY 2011
... product first." By contrast, independent platforms must offer the best-of-breed of all products on the market and compete on merit in the hope that advisers will offer them to clients. McKeage said there were many good products on the market. "We have ...

Share plummet overplayed - fund managers

MATT WOODINGTON  |  WEDNESDAY, 16 MAR 2011
... 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 ...

Goodman makes play for $1.2 billion ING REIT

JOHN MCDULING  |  THURSDAY, 28 OCT 2010
Goodman Group, along with "three major pension and sovereign wealth funds", has made a move for the ING Industrial Fund, it was revealed this morning. In a statement to the ASX, ING said it had received a "highly conditional" proposal from the consortium ...

A "race to the bottom" in currencies

JOHN MCDULING  |  FRIDAY, 17 SEP 2010
... Yuan to appreciate would be a mistake, according to George Boubouras, head of investments, strategy and consulting at UBS Wealth Management. Politicians need to be "cognizant of the China story," Boubouris said, because "durable domestic demand in China ...

PIS is not part of sale: NAB

RUTH LIEW  |  TUESDAY, 23 JUN 2009
... PIS stake, the group took on Aviva's minority stakes in Meritum Financial Group, Financial Technology Securities, Infocus Wealth Management and AG Private Advisory. "As part of the acquisition, we've taken on the minority equity stakes in those four ...

NAB and Aviva rule platform land

RUTH LIEW  |  MONDAY, 22 JUN 2009
... billion in funds under advice. The firm also has stakes in Meritum Financial Group, Financial Technology Securities, Infocus Wealth Management and AG Private Advisory. Putting the two firms together would place the combined entity at the top with 2,952 ...

Aviva buys Meritum stake

MICHAEL HOBBS  |  WEDNESDAY, 12 DEC 2007
... to successful advisers," Dau said. Aviva Australia has shareholdings in Professional Investment Services (PIS), Infocus Wealth Management and Financial Technology Services.

ASFA awards Who's Who

... campaign Plum Financial Services for their Escalator Program First State Super for their email marketing strategy 2006-07 Merit Awards Ipac Securities for their Strategic Service Transfer legalsuper for their Government co-contributions campaign Vision ...

Magnitude appoints new head

MICHAEL HOBBS  |  WEDNESDAY, 29 AUG 2007
Magnitude Financial Planning has appointed Scot Andrews into the new role of practice delivery manager in Merit Wealth. The role will require Andrews to provide dealer support services to the Merit Financial Planning network. Andrews previously served ...

Top fund communications win 2006 ASFA Awards

... Superannuation for its "AMP @ Work" online campaign * First State Super for its new First State Super website In the same category, merit awards were also given to: * GESB for its Retirement Education Program * Intrust Super Fund for its "Johnny's Cash" ...