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Showing 8401 - 8410 of 9290 results for "wealth"

IRESS buys boost profits

RUTH LIEW  |  WEDNESDAY, 20 AUG 2008
IRESS' buying spree earlier this year has fattened the profits of the company's wealth management business by 7.2 per cent. IRESS wealth management arms in Australia and New Zealand reported a healthy first half with revenue increasing by 7.2 per cent ...

Industry gathers for ESG academy

MICHAEL HOBBS  |  WEDNESDAY, 20 AUG 2008
Wealth management institutions, industry bodies and even a rock star turned politician were among the crowd that gathered yesterday at a stakeholder meeting to develop the Responsible Investment Academy curriculum and framework. Former Midnight Oil ...

LUCRF appoints Bluedoor for admin

MICHAEL HOBBS  |  TUESDAY, 19 AUG 2008
LUCRF Super appointed wealth management software developer, Bluedoor Technologies to provide the fund's administration technology service and boost its productivity levels by 30 per cent. LUCRF Super will use Bluedoor Technologies administration platform ...

Atom joins SII global group

ALEX DUNNIN  |  TUESDAY, 19 AUG 2008
South Africa's second largest wealth management group, Sanlam International Investments (SII), has established an Australia-Pacific beach head through its acquisition of Atom Funds Management, a niche Australian boutique small-cap investment manager. ...

Once lost, now found: super

RUTH LIEW  |  MONDAY, 18 AUG 2008
Australians still have a gigantic $12 billion in lost super but a concerted effort by the government, regulators and wealth management industry is slowly reducing the amount of misplaced retirement savings. AUSfund for one has returned nearly $40 million ...

Mercer opens first ext advice practice

MICHAEL HOBBS  |  THURSDAY, 14 AUG 2008
Mercer Wealth Solutions opened its first external financial advice practice in Baulkham Hills, Sydney, just three months after it launched the new advice channel. Practice director, John Tsekas, a financial adviser with 15 years experience, joins the ...

Till taxes do us part

RUTH LIEW  |  TUESDAY, 12 AUG 2008
... couples unwary of CGT pitfalls could be in for a world of tax pain without professional financial advice, said Centric Wealth. Couples looking to untie the knot can often make the most out of the capital gains tax rollover relief, however they can also ...

ANZ appoints key staff in Asia

MICHAEL HOBBS  |  THURSDAY, 7 AUG 2008
ANZ appointed former St George Bank insurance managing director, Sean West to managing director, wealth Asia. West has significant wealth management experience across operations, product development, business development, distribution and advice. Prior ...

Top platforms give Basis investors helping hand

RUTH LIEW  |  WEDNESDAY, 6 AUG 2008
Seven of the industry's leading wealth management providers have teamed up to establish a good will fund for embattled Basis Capital investors. The IFSA Basis Capital Working Group, made up of Asgard, BT Financial Group, Synergy Capital Management ...

eWrap veteran unveils free planning tool

MICHAEL HOBBS  |  WEDNESDAY, 6 AUG 2008
The man behind Asgard Wealth Solutions' eWrap, former project director, Jan Kolbusz has resurfaced and developed decimal - a free website that allows financial planners to quickly make a statement of advice (SoA). Managing director of decimal, Kolbusz ...