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Plan B up 40 pct on debut

... growth. "Successful integration of past acquisitions has shown our model to be scaleable and very attractive to a number of wealth management groups. The funds raised from the IPO will enable us to pursue these opportunities vigorously." The group services ...

BT appoints distribution head for SA and NT

HAMISH MADDEN | THURSDAY, 12 JUL 2007

... great asset to BT as we look to develop our offering in the DIY space," said Don Sillar, head of distribution, BT Wrap and Wealth Solutions. "With an extensive, 20 year career in financial services spaning insurance, lending, financial planning and sales ...

Market wrap - morning

AAP | THURSDAY, 12 JUL 2007

... Statistics releases labour force data for June and the The Melbourne Institute index of consumer inflation expectations is due. Wealth management group Plan B lists on the Australian stock exchange. Tumbling US stocks, profit-taking and lower metal prices ...

XPLAN incorporates Zenith research

... efficiency and we are keenly focused on increasing this in as many areas as we can," said Andrew Walsh, general manager at IRESS Wealth Management Solutions. Besides easier access to around 700 reports, many of which are reports on funds available on ...

UBS global shake-up at the top

... and enjoys the full and undivided confidence of the Board of Directors." Meanwhile, Raoul Weil, who has been UBS' head of Wealth Management International for the past five years will take on Rohner's role as chairman and chief executive of UBS' Global ...

Economic round up: savings follow interest rates

SUZY MAC | FRIDAY, 6 JUL 2007

... will be ill prepared for heavily increased repayments. Taking a boarder view on debt and savings, according to The World Wealth Report by Capgemini and Merrill Lynch, it would seem that global economies have learned some lessons from the post-millennium ...

NAB Financial Planning appoints new GM

CHRIS NICHOLLS | THURSDAY, 5 JUL 2007

... Planning, moving up from head of the retail planning division. Rogers has extensive previous experience at MLC, and headed up wealth management at Bank of New Zealand. He has also established and operated start-up life insurance and funds management ...

Creative products will meet aged consumers' needs: Asteron

ALEX DUNNIN | TUESDAY, 3 JUL 2007

... number of people aged 85 years and over increased more than five times the rate of the overall population means it's time wealth managers got creative in designing products specifically for these consumers, said Asteron. Asteron said the latest census ...

Skandia exec heads to BT

CHRIS NICHOLLS | MONDAY, 2 JUL 2007

... August. "We are thrilled to be joined by an individual of such high calibre," said Chris Freeman, BT's head of wrap and wealth solutions." Freeman said Clark's extensive contacts within adviser, dealer group executive and fund manager circles, extensive ...

Economic round-up: BRICs get richer

SUZY MAC | FRIDAY, 29 JUN 2007

... increasingly important roles in the global economy," while mature markets are likely to take a back seat, according to the World Wealth Report. The World Wealth Report by Capgemini and Merrill Lynch, released yesterday, claims that while BRIC nations ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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When geopolitics becomes a portfolio risk

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Blake Briggs

CHIEF EXECUTIVE OFFICER
FINANCIAL SERVICES COUNCIL

Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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