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Showing 8091 - 8100 of 9290 results for "wealth"

Lachlan teams up with Investstone

COMPANY RELEASE  |  MONDAY, 7 SEP 2009
Macquarie-backed Lachlan Partners has merged with boutique planning firm Investstone Wealth Management - ramping up the group's offering in Melbourne and establishing a presence in Brisbane for the first time. This follows Lachlan Partners' move into ...

FPA 2009 Value of Advice Awards

FPA ANNOUNCEMENT  |  THURSDAY, 3 SEP 2009
... reputation and standing in the community," she said. There are four categories that planners can submit their entries in namely wealth accumulation and protection; pre-retirement planning; post-retirement planning and management; and pro bono. Finalists ...

Integrity wins $190m United mandate

RUTH LIEW  |  WEDNESDAY, 2 SEP 2009
... Investment Management with a $190 million Australian equities mandate following the termination of its deal with MIR. Australian Wealth Management-owned UFM, which had $6.1 billion in funds under management at the end of June according to Rainmaker Information ...

Capital protection should be core to satellite

MICHELLE BALTAZAR  |  FRIDAY, 28 AUG 2009
... on which one to use.The right strategy used in conjunction with a core-satellite portfolio goes a long way in ensuring wealth preservation in uncertain markets, he said.

Walsh takes up IRESS reins

RUTH LIEW  |  FRIDAY, 28 AUG 2009
Andrew Walsh, current head of IRESS' wealth management division, has been appointed managing director of the tech firm and will assume duties before the end of 2009. Walsh has been selected by IRESS' board to succeed Peter Dunai, the current managing ...

Aviva provides automatic insurance in super

COMPANY RELEASE  |  FRIDAY, 28 AUG 2009
... all premiums rebated. After the 90-day period, members are still able cancel the cover. Andrew Barker, general manager of wealth management products at Aviva, said the firm is addressing the nation's underinsurance issue through this strategy. "We recently ...

Temasek seeks more Asian exposure

RUTH LIEW  |  THURSDAY, 27 AUG 2009
... new charter that would open its mandate book to more Asian and emerging markets fund managers. The Singaporean sovereign wealth fund has updated its charter as part of its 35th anniversary, which includes a renewed focus on Asia and other developing ...

Consultum adds six advisers

COMPANY RELEASE  |  THURSDAY, 27 AUG 2009
... to its business since the start of the new financial year. In New South Wales, Consultum has appointed Ryan Porter from Wealth Selector, Justine Colvin (Flight Centre Moneywi$e) and Glen Corcoran (Don Bailey Insurance, Super & Investment Services). Cameron ...

IOOF profits down, to divest life insurance...

MICHAEL HOBBS  |  THURSDAY, 27 AUG 2009
... billion to $61 billion. The result represents the first profit announcement since the merger between IOOF and Australian Wealth Management (AWM) and the firm's purchase of Skandia, which now known as IOOF GlobalOne. The results include four months of ...

SWFs no longer at arm's length

MICHELLE BALTAZAR  |  THURSDAY, 27 AUG 2009
Sovereign wealth funds will gradually switch from being passive investors to active shareholders, predicts Andrew Rozanov, head of Sovereign Advisory at State Street Global Markets. This year Rozanov co-authored a comprehensive State Street report looking ...