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Showing 8461 - 8470 of 9290 results for "wealth"

Instos rushing to infrastructure

RUTH LIEW  |  WEDNESDAY, 11 JUN 2008
... hunting for a replacement for their property investments. "One of the early adopters of RARE's [Value Product] was Australian Wealth Management. In late 2006 they made the call to drastically reduce the LPTs in their client portfolios and put a chunk ...

AMP launches Loan Cover

MICHAEL HOBBS  |  WEDNESDAY, 11 JUN 2008
... AMP, the whole process would take mortgage brokers roughly two minutes to complete. Ken Lockery, AMP director of personal wealth protection, said the simple insurance product addressed Australia's under insurance problem by providing an insurance option ...

Asgard enhances SMSF admin

MICHAEL HOBBS  |  TUESDAY, 10 JUN 2008
Asgard Wealth Solutions partnered with smartsuper to improve its self managed super fund (SMSF) administration service to its clients. The agreement allows Asgard to provide a broader administration service for trustees, members and advisers. Previously ...

ML appoints SWF head

MICHAEL HOBBS  |  FRIDAY, 6 JUN 2008
Leading wealth management and capital markets firm, Merrill Lynch, has appointed Fares Noujaim to global head of sovereign wealth funds (SWF), as the sector's importance continues to swell. Noujaim was also appointed president of the firm's business ...

Finding integrity in finance

RUTH LIEW  |  FRIDAY, 6 JUN 2008
... gathered for the IFSA Future Leaders lunch yesterday to learn about integrity, leadership and how they can change today's wealth management industry. New financial planners, analysts and advisers clinked wine glasses with executives from Barclays Global ...

ML picks Praemium for admin

RUTH LIEW  |  THURSDAY, 5 JUN 2008
... has been chosen by Merrill Lynch Equities Australia to provide portfolio administration services to its private client wealth management division. The deal will see Praemium provide consolidated reporting to the Merrill Lynch private client base, covering ...

Rainmaker Marketing Awards celebrate best of the best

MICHAEL HOBBS  |  THURSDAY, 5 JUN 2008
Wealth management's best and brightest marketers, advertisers and business development managers celebrated the 14th Rainmaker Marketing Symposium this week. Wayne Sullivan, Sunsuper marketing manager was awarded the Rainmaker Marketer of the Year in ...

AXA buys Challenger's Genesys

RUTH LIEW  |  WEDNESDAY, 4 JUN 2008
... advice industry is set to escalate with today's $150 million purchase of Challenger's financial planning business Genesys Wealth Advisers and proprietary platform Synergy. The deal, which is expected to be finalised on 30 June, will see AXA's nearly ...

ING buys Pinnacle Partners

MICHAEL HOBBS  |  TUESDAY, 3 JUN 2008
... executive, said the purchase was part of the group's ongoing strategy to increase its distribution footprint within Australia's wealth management industry. "Millenium3 is one of the fastest growing dealer groups in the industry and this acquisition is ...

IMAP gains Aviva muscle

RUTH LIEW  |  MONDAY, 2 JUN 2008
... the appointment of Aviva manager of investment products, Peter Rowley, as an IMAP director. Rowley currently heads up the wealth management investment team responsible for the development of Navigator's investment product range at Aviva. He is in charge ...