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Showing 8751 - 8760 of 9290 results for "wealth"

Baby boomers not so super informed

... a study found that 70 per cent of those who could take advantage of the reforms don't know the new rules exist. Mercer Wealth Solutions conducted a study in March where a random sample of 300 working Australians aged 50 and over (the baby boomer category) ...

Advisers want transparency from licensees

ALEX DUNNIN | MONDAY, 7 MAY 2007

... Hamish Douglass, chairman of the Magellan Financial Group, said the evolution of advice is a major long-term challenge for wealth management businesses which see advisers as primarily product distributors. It is likely to put long-term pressure on business ...

Centric rolls out mat for expats

HAMISH MADDEN | FRIDAY, 4 MAY 2007

Centric Wealth has opened an Expatriate Services division aimed specifically at Australians living abroad, those heading overseas or those returning home. Centric Wealth adviser, David Suthons, said the expatriates market was large, with over one million ...

Aussies finally get life insurance message: IFSA

CHRIS NICHOLLS | FRIDAY, 27 APR 2007

Life and wealth protection sales grew by nearly 16 per cent in the 12 months to December 2006, according to new figures released yesterday by the Investment and Financial Services Association (IFSA). The sales increase comes after a major study by TNS ...

BT Margin Lending booming

... Margin Lending business, with total loans under administration now exceeding $4.2 billion. Chris Freeman, BT's head of wealth and wrap solutions, said the growth was being driven by a number of factors. "Our growth has been attributable to strong equity ...

Bravura's Dunstan joins Quipoz board

HAMISH MADDEN | THURSDAY, 26 APR 2007

... have Iain join our Board and look forward to benefiting from his experience at the helm of a very successful fast-growth wealth management technology provider," Peter Taylor, Quipoz chief executive officer, said. "We already have a strong relationship ...

NZ Super appoints COO

CHRIS NICHOLLS | TUESDAY, 24 APR 2007

... said, "Mark's appointment is an important step for the Guardians in managing their growing business. Mark will bring a wealth of experience in corporate and investment management, and we are looking forward to having him on board." The heads of operations ...

Barclays to buy ABN AMRO

CHRIS NICHOLLS | TUESDAY, 24 APR 2007

... agreed to purchase rival ABN AMRO in a US$91 billion deal, creating the world's largest asset manager and the eighth largest wealth manager, with 47 million customers. However, reports emerged yesterday of a possible rival bid from the Royal Bank of ...

Superwoman under administration

... the interim. "Superwoman has a strong business franchise and growth potential in assisting women to grow and manage their wealth. We have taken these steps to protect the interests of all creditors and employees whilst we work with the administrator ...

PIS Beijing office a world first

CHRIS NICHOLLS | MONDAY, 23 APR 2007

Australia's largest financial advisory group, Professional Investment Services (PIS), became the first non-Chinese wealth management service in China last week when it opened its new offices in Beijing. The new company, called Bo Jin, will operate in ...

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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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Blake Briggs

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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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