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| | | ... the investors a decent return. "Opportunistically, we think the timing is particularly good because you need to preserve wealth to be able to generate wealth again when the market turns better," said Alder. John Morrison, chief executive of Man Investments ... |
| | | | ... last survey in the wake of the sub-prime crisis. There's also growing competition from another market segment. "Sovereign wealth funds are a friend and an enemy. On one side they are a source for funding, but they're also an enemy because they're a competitor ... |
| | | | ... financial planning division, BEX, can access the dealer group's business development program, Business Torque and Asgard Wealth Solutions financial planning platform, AdviserNETgain. "Having outsourced our financial planning for a number of years, we ... |
| | | | ... and strategy advice pro bono from industry veterans including Frank Macindoe, Goldman Sachs JBWere's director of private wealth; Robert Keavney, Centric Wealth Advisers chief investment officer; and Doug McTaggart, QIC chief executive. Also providing ... |
| | | | ... cost of financial advice if they are serious about increasing Australians' access to these services, according to Mercer Wealth Solutions. Mercer's financial advice leader Scott Walters called the tax offset a "logical step" in the evolution of Australia's ... |
| | | | ... earlier this week by former Deputy Prime Minister Tim Fischer. The report however presents some challenges, especially to the wealth management industry. "Happiness generally increases proportionally with income, but only up to a household income of ... |
| | | | Asgard Wealth Solutions has promoted Marnie McLaren to head of investment sourcing to develop fund manager relationships across the firm's wealth management division. Prior to joining Asgard Wealth Solutions (Asgard) in 2002, McLaren worked in London ... |
| | | | ... being contained, while the USD should start to recover into 2009. How long it takes for housing-lead confidence and the wealth effect to recover is the big unknown however. Regardless, the outlook for international investing just stepped up a notch. |
| | | | ... 20 per cent of the costs, said Jennifer Cullen, chief executive of the Brain Injury Association of Queensland. For the wealth management industry this can present a real challenge. "Most planners have no trouble talking about death and income protection ... |
| | | | ... disclosures. The service includes both personal and superannuation insurance. According to Ken Lockery, AMP director of personal wealth protection, easywrite reduced the application time because the customer was only required to answer questions relevant ... |
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