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Showing 8451 - 8460 of 9290 results for "wealth"

CFA launches SRI guidelines

MICHAEL HOBBS  |  MONDAY, 23 JUN 2008
... important component of investment performance, especially over the long haul," said Stephen Horan, CFA head of private wealth and investor education. "Only you can determine whether the cost differential, if any, warrants pursuing your SRI objectives." ...

Allianz wheels insurance for motor trade

MICHAEL HOBBS  |  MONDAY, 23 JUN 2008
... flexibility of 15 covers in a single policy solution." Allianz's foray into the market may well pose a threat to the major wealth management companies that offer consolidated insurance cover for their clients. The number of employees in the motor retail ...

Planner buying spree tops $17bn

... respectively, and a combined planner network of 1,000-plus. Not to the same scale but still significant, AMP, Credit Suisse, Mercer Wealth Solutions, WHK Group, Austock, PIS and Snowball all join the shortlist of planning groups that have been busy consolidating ...

CBA targets self managed super

WWW.THESHEET.COM  |  THURSDAY, 19 JUN 2008
... funds had opened up a big market. Trustees of self-managed funds could start to incorporate gearing strategies in their wealth accumulation plans for the first time. Salter said recent market volatility had prompted investors to switch from margin loans ...

Oceanic and AIFA launch 13-wk FP course

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
A joint venture between Sydney based Oceanic Human Resources and the Australian Institute of Financial Services & Accounting (AIFA) is addressing the national financial planner shortage by creating a 13-week fast track planning course. The Professional ...

Housing affordability report fails to deliver

ALEX DUNNIN  |  WEDNESDAY, 18 JUN 2008
... to defining what the problem actually is that we are all busily trying to solve. Is it simply that Australia's growing wealth mixed with lack of housing supply and excess demand is pushing up house and apartment prices beyond what is reasonable, is it ...

Resources boom has only just begun

ALEX DUNNIN  |  TUESDAY, 17 JUN 2008
... Albanese said because exploration is the most cost effective way to obtain new supply and Australia has so much mineral wealth yet to be tapped, Australia will continue to figure prominently in the plans of Rio Tinto and the resources industry globally. ...

Asset signs on IFFP

RUTH LIEW  |  MONDAY, 16 JUN 2008
... its members. The $1.45 billion superannuation fund previously used financial planning firms Money Solutions and Centric Wealth for its seminars and advice services, but the new arrangement will see IFFP take the reigns in providing a full financial planning ...

IOOF buys 13pc stake in MacarthurCook

RUTH LIEW  |  MONDAY, 16 JUN 2008
... Exchange, MacarthurCook confirmed that it would form a "strategic investment management and distribution alliance" with wealth management firm IOOF. The deal will see MacarthurCook become the preferred direct property and mortgage investment manager ...

van Eyk wary of boutique performance

MICHAEL HOBBS  |  FRIDAY, 13 JUN 2008
... team has the support of an institution. However, the renumeration allows key individuals the opportunity to share in the wealth of their intellectual output," said Douglas.