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Showing 8501 - 8510 of 9290 results for "wealth"

Aviva cuts accountants from insurance

MICHAEL HOBBS  |  FRIDAY, 2 MAY 2008
... evidence", but they still won't require an accountant's signature. Natalie Eckersall, Aviva Australia general manager of wealth protection products, said because advisers have already done the groundwork in checking the client's finances to recommend ...

Kelly plans changes at Westpac

WWW.THESHEET.COM  |  FRIDAY, 2 MAY 2008
... and segmentation of customers was more limited than she "would have liked" and there needed to be better integration of wealth management and banking. She said she was disappointed with the bank's performance in attracting deposits and said she had a ...

Westpac net profit up 34pc

RUTH LIEW  |  THURSDAY, 1 MAY 2008
... Westpac's profit result demonstrated that it is "managing the current market volatility very well". However the bank's wealth management arm, BT Financial Group, suffered a 10 per cent drop to its interim profit, falling from $215 million to $194 million. ...

Private wealth managers bank on CRM

RUTH LIEW  |  WEDNESDAY, 30 APR 2008
The need for bigger and better integrated customer management technologies is on the increase as private wealth managers jostle for a bigger share of the high net worth investors market. Eric Moore, director of sales and marketing at StayinFront Australia ...

Finsia names new president

MICHAEL HOBBS  |  WEDNESDAY, 30 APR 2008
... repositioning of Finsia, keeping us at the heart of the industry as we embraced the significant convergence between banking, wealth management and capital markets," said Fahy. Fahy said van Aanholt's experience across wealth management, business banking ...

FinLit boosts productivity while educating kids

ALEX DUNNIN  |  TUESDAY, 29 APR 2008
... enter the workforce and help us to boost our stagnant economic productivity, said Fitzpatrick. Fitzpatrick was one of few wealth management industry representatives invited to the recent 2020 Summit.

AXA numbers down, outlook up

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
... corresponding period. The group's platform also suffered with a 49 per cent fall in net inflows to $171 million. Meanwhile, wealth management net inflows also fell by 33 per cent to $942.1 million. The group blamed market volatility for the quarter numbers. ...

Advice that spans three generations

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
... solutions said re-invented investment bonds are an effective way to estate plan because, unlike a lot of products, the wealth could be passed onto the next generation. "Investment bonds is a sector of the financial services that is under utilised and ...

Praemium and COIN connect

RUTH LIEW  |  THURSDAY, 24 APR 2008
... portfolio administration services (V-Wrap), market data (p-Desktop) and Separately Managed Account (SMA) technology to wealth managers, financial planners, accountants, stockbrokers and SMSF administrators. V-Wrap currently administers in excess of $ ...

Sovereigns in a league of their own

Assets in sovereign wealth funds are set to grow to more than $18.4 trillion in 10 years, according to Morgan Stanley data, with Australia's Future Fund making the top ten list by fund size. Fears that sovereign funds could potentially overstep their ...