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Showing 8291 - 8300 of 9290 results for "wealth"

Suncorp chief departs

MICHAEL HOBBS  |  THURSDAY, 5 FEB 2009
... successful integration of Promina." In separate news, Suncorp appointed former St George Bank chief financial officer of wealth management and retail banking, Peter Loosmore, as chief financial officer of the firm's wealth management division. Loosmore ...

Asgard adds fixed term deposits

MICHAEL HOBBS  |  TUESDAY, 3 FEB 2009
Asgard Wealth Solution has added three fixed term deposit products to its platform after receiving $800 million in inflows in its existing FTD suite. This tranche provides investors with the option of three, six and 12 month terms with either interest ...

Planners rethink succession model

RUTH LIEW  |  TUESDAY, 3 FEB 2009
... industry undergo massive changes as groups merge and acquire other business as a result of the financial crisis. Genesys Wealth Advisers for instance bought an equity stake in Maitland based financial planning practice, TIME Partners in July last year. ...

AXA Asia Pac growth mixed

COMPANY RELEASE  |  MONDAY, 2 FEB 2009
... administration and advice over the twelve months to 31 December 2008 fell 23 percent to $84 billion. In Australia, total AXA wealth management net flows for the twelve months stood at $1.1 billion, a positive sum albeit lower than the previous year's ...

APRA fund level reporting proposals dangerous

ALEX DUNNIN  |  FRIDAY, 30 JAN 2009
... whether what they intend publishing will meet those needs. Causing alarm for IFSA and its membership are difficulties the wealth management industry has agreeing on what are growth versus defensive assets, which translates into philosophical differences ...

Polaris buys SEEC

MICHAEL HOBBS  |  THURSDAY, 29 JAN 2009
... insurance software developer, SEEC in a move that will allow the firm to provide more products and services to the local wealth management industry. According to a Polaris statement, the deal will form one of the world's largest pre-built, tested and ...

Solaris gets "highly recommended" rating

MICHAEL HOBBS  |  THURSDAY, 29 JAN 2009
Lonsec awarded Solaris Investment Management's Core Australian Equity fund a 'highly recommended' rating. In its report, Lonsec said the 'long only' Australian equity fund's key strength is the experience of its ex-Suncorp investment team experience ...

MLC axes 120 workers

MICHAEL HOBBS  |  WEDNESDAY, 28 JAN 2009
... consulting with employees over the proposed changes with final role impacts to be determined in early February." MLC is the wealth management arm of NAB and provides insurance, investment management and financial planning services. MLC has roughly 3,900 ...

TTR strategies need more attention

RUTH LIEW  |  THURSDAY, 22 JAN 2009
... others view super as a "poor investment", according to financial advisory firm HLB Mann Judd. According to Michael Hutton, wealth management partner at HLB Mann Judd, most people are still not aware of the tax advantages that are stapled to transition ...

Obama: he's the man

BENJAMIN ONG  |  WEDNESDAY, 21 JAN 2009
... life. They saw America as bigger than the sum of our individual ambitions; greater than all the differences of birth or wealth or faction. This is the journey we continue today. We remain the most prosperous, powerful nation on Earth. Our workers are ...