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| | | ... people into a smaller type offering. It's also easier for the adviser," he said. Geoff Lloyd, chief executive at Asgard Wealth Solutions, agrees. "We do feel the need to offer a mini platform for lower cost, lower service shorter menus and no equities. ... |
| | | | ... for members to have a basic understanding of how their super works in order to then have some meaningful input into their wealth accumulation and retirement planning decisions," Michael Delaney, principal executive officer at MTAA, said. Delaney said ... |
| | | | Independently owned wealth advisory group, Centric Wealth, has reshuffled its board of directors ahead of its planned initial public offering next year. Roger Davis has been appointed chairman with Martin Bloom, David MacKenzie, Alan Schwartz and Russel ... |
| | | | ... exit plan, according to a new survey from RSM Bird Cameron (RSMBC). The survey, titled 'Think Big - Creating and Realising Wealth', surveyed small to medium businesses around Australia. It found 87 per cent of those without superannuation also did not ... |
| | | | ... globally," Dunstan said "Customer retention initiative and new account growth have seen an increase in demand for Bravura's wealth management applications and services." Bravura achieved more than 1000 per cent growth in the United Kingdom/Europe and ... |
| | | | ... technology not even available to the market just yet. Syncsoft claims it is set to revolutionise the superannuation and wealth management market with its XPlatform, which is based on Microsoft's.Net Version 3.5 framework, not due for general release ... |
| | | | IRESS Wealth Management Solutions has enhanced its Xplan service to advisers, providing them with an integrated software package that promises greater superannuation analysis capabilities. The improvements include access to platform disclosure fees ... |
| | | | Brisbane based financial services provider, KNM Services has appointed Marty Carne to executive director of its wealth division, signalling the company's expansion into the wealth management sector. Carne has previously held executive positions at Wesfarmers ... |
| | | | ... study found the number of millionaires (those with more than $US1 million) is predicted to increase by 32,000 by 2011. The Wealth Management in Hong Kong 2007 report found the amount of assets held by Hong Kong millionaires is forecasted to grow by $109 ... |
| | | | ... Unity. The move is the first time Aviva has partnered with Wizard Home Loans. Andrew Barker, Aviva's general manager of wealth management products, said the offering was part of their strategy to give members greater ancillary benefits. "Members want ... |
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