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Showing 8761 - 8770 of 9290 results for "wealth"

Mercer appoints advice operation manager

HAMISH MADDEN  |  FRIDAY, 20 APR 2007
Mercer Wealth Solutions has appointed a new financial advice operations manager. Vicky Ampoulos brings over 20 years industry experience to the newly established role, where she will collaborate with group stakeholders and clients to drive growth in ...

Securitor head moves to St.George Insurance

Sean West, Asgard Wealth Solutions' head of advice business solutions, including Securitor, has been promoted to general manager at St. George Insurance. Replacing him at the helm of Securitor is Neil Younger, who was previously Asgard's head of business ...

Arnheim Gillard's new advisory service targets HIP managers

CHRIS NICHOLLS  |  MONDAY, 16 APR 2007
... decision making." "They are driven, decisive, savvy individuals and they expect their advisers to take on the role of 'wealth manager or coach', working in partnership with them to build wealth in a disciplined manner."

Contango targets financial services

WWW.THESHEET.COM  |  FRIDAY, 13 APR 2007
... with steady income streams and will have a bias towards boutique funds management companies, financial planners and other wealth management distribution businesses. Contango will look for companies with related activities, so it can "drive some synergies". ...

Former IOOF head of retail joins S&P

HAMISH MADDEN  |  WEDNESDAY, 11 APR 2007
... "S&P is fortunate to have secured Jarrod's services to help spearhead the growth of our services to Australia's growing wealth management market," Dalton said. "Importantly, Jarrod brings to the position an understanding of the dealer group and planner ...

IOOF appoints ex OAMPS head as new chief

Funds management and dealer group IOOF Holdings has appointed Tony Robinson as the replacement to outgoing chief executive officer, Ron Dewhurst. Prior to joining IOOF, Robinson was the chief executive of listed insurance and broking company OAMPS. ...

IRESS seals $48m VisiPlan deal

Wealth management software provider IRESS is set to double its revenue base after announcing it will acquire listed group IWL's software arm VisiPlan for consideration of 5.95 million IRESS shares, around $48 million. Following the deal, IRESS will ...

CGT overshadows Simpler Super benefits: Centric

CHRIS NICHOLLS  |  WEDNESDAY, 4 APR 2007
Anne-Marie Esler of Centric Wealth argues that while the new simpler super rules are a significant step forward, issues relating to capital gains tax (CGT) have been overlooked. Esler outlined what she considered the five main issues regarding super ...

HOSTPLUS tailors fin lit to Gen X and Gen Y

... things they want; whether it's to make a career of what they love, buy a cool apartment, go backpacking in Europe or build a wealth portfolio for the future," said Pape. Michelle Baltazar

Challenger outsources data IT to InvestmentLink

... errors. InvestmentLink provides data management services to more than 10,000 advisers in 80 licensee groups, including Count Wealth, AMP, NAB and ING. Michelle Baltazar