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Showing 8361 - 8370 of 9290 results for "wealth"

CBA buys BankWest and St Andrews

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
... result of the deal, however both banks customers will soon be able to use each other's ATMs for free. HBOS Australia's wealth management business, St Andrew's, which represents more than $2.4 billion in funds under management, will be integrated into ...

BT Wrap tops adviser choice

RUTH LIEW  |  TUESDAY, 7 OCT 2008
BT Wrap has won the "Most Popular Primary Platform" title in this year's Wealth Insights Adviser Trends report. According to the report, which surveyed 750 advisors, 17 per cent ranked BT Wrap and its badged versions as their top platform for placements. ...

GESB Mutual names board

MICHAEL HOBBS  |  FRIDAY, 3 OCT 2008
... Once completed, GESB mutual will be a member owned organisation open to all Western Australians and will be the largest wealth management fund based in WA.

Lifeplan keeps it in the family

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Lifeplan Funds Management developed a way for financial advisers to manage the wealth that is passed on to the next generation when a client dies. The retail funds management firm's NextGen Wealth Preserver is structured so the client's funds, upon ...

Centric raises $100m in rights issue

MICHAEL HOBBS  |  THURSDAY, 2 OCT 2008
Centric Wealth struck an agreement with CHAMP Private Equity to underwrite a $100 million rights issue to retire short-term debt and buy more businesses. The rights issue is underwritten by CHAMP II Fund and must be approved by shareholders. Michael ...

Perpetual slashes CGT costs

RUTH LIEW  |  WEDNESDAY, 1 OCT 2008
Advisers looking for an edge around CGT costs can now access Perpetual's WealthFocus Investment Advantage - a new non-super product that allows switching investment options without incurring capital gains tax. Eric Wang, Perpetual group executive of ...

Bill failed, what next?

MICHELLE BALTAZAR  |  TUESDAY, 30 SEP 2008
... medium to long term. It's going to bounce, don't panic...to quote an old adage, this time is basically the transference of wealth from the impatient to the patient."

Intech appoints Hawkey to board

MICHAEL HOBBS  |  TUESDAY, 30 SEP 2008
... independent non executive director to its board. Hawkey's banking and funds management career spans 40 years, working at Sagitta Wealth Management, formerly Rothschild Australia Asset Management, for 16 years. He is a former IFSA and Financial Industry ...

GESB announces key hires

MICHAEL HOBBS  |  MONDAY, 29 SEP 2008
West Australian super fund GESB hired Fabian Ross as head of wealth management and Martin Hedley as head of strategy. Prior to joining the super fund, Ross spent 18 years at the Commonwealth Bank managing the financial planning division before joining ...

ASIC suspends WA AFSL

MICHAEL HOBBS  |  MONDAY, 29 SEP 2008
The Australian Securities and Investments Commission (ASIC) suspended the licence of West Australian based Concentric Wealth Management after it found it couldn't manage it's own debt. In August Mervyn Kitay was appointed receiver manager of Cottesloe ...