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Showing 8581 - 8590 of 9290 results for "wealth"

Under Aviva's umbrella

RUTH LIEW  |  THURSDAY, 14 FEB 2008
... so we wanted to make sure we addressed that issue particularly among our members," said Andrew Barker, general manager wealth management products at Aviva. "The second was in relation to our advisers. Giving the insurance was really beneficial to not ...

Macq expands Perth private wealth arm

MICHAEL HOBBS  |  WEDNESDAY, 13 FEB 2008
Macquarie Private Wealth has appointed five private wealth specialists to its Perth office. Ian Walters, Wilfred Ong, Graydon Hanly and Jon Matsen were appointed private client advisers in the stockbroking team. These appointees have more than 20 years ...

Ord Minnett adopts Ausmaq solution

RUTH LIEW  |  WEDNESDAY, 13 FEB 2008
Wealth management firm Ord Minnett has announced its decision to incorporate managed fund trade facilitator Ausmaq's Fundstreme solution to boost its managed funds investments within their advisory service. The new venture will see Ord Minnett extend ...

Right advice delivers $1.7m

RUTH LIEW  |  WEDNESDAY, 13 FEB 2008
... proper budgets or following a plan for paying off debt, which is often the first step to organising finances and building wealth," said Rice. "And if we can improve savings and reduce debt, that's money that's going back into the economy that will help ...

Navigator funds up 53pc

MICHAEL HOBBS  |  WEDNESDAY, 13 FEB 2008
... sales grew 60 per cent to $9.7 billion, driven by the success of the Navigator platform. Andrew Barker, general manager of wealth management products at Aviva Australia, said they focused on adviser feedback and adopted solutions to ensure the platform ...

Centrelink lends hand on fin literacy

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
... trail only in the past few years, Centrelink has been providing free financial information seminars on taxation rules and wealth management since 1996. Called the Financial Information Service (FIS) seminars, the scheme is not exclusive to Centrelink ...

Something interesting about rates

ALEX DUNNIN  |  MONDAY, 11 FEB 2008
... after the last nine rate increases prior to this last one consumer spending still went up. Part of the problem may be the "wealth affect" blunting their influence. Only an estimated one-third of people having housing mortgages may make reinforce this ...

Double the super for wealthier Australians

RUTH LIEW  |  FRIDAY, 8 FEB 2008
... boost their additional superannuation contributions compared to their less wealthy counterparts, a new study has shown. Wealth benchmark's Personal Finances of Wealth Australians - 2008 Institutional Report, which surveyed thousands of Australians earning ...

Fiducian FP attracts HNW clients

MICHAEL HOBBS  |  THURSDAY, 7 FEB 2008
... to the more strategic side of planning, so our advisers are now more confident in dealing with clients of more high net wealth," Singh said. Singh said Fiducian was attracting more medium to high net worth clients as a result of the training. According ...

Post sub-prime, ethics more crucial than ever: CFAs

ALEX DUNNIN  |  MONDAY, 4 FEB 2008
... Institute, said this growth is also explained by the opening up of capital markets globally, the decline in socialism and the wealth this has created. Reflecting this, he said, "We now have more candidates in Asia than in all the US." But to avoid the ...