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| | | ... said they have 12 more in the pipeline which they hope to finalise by the end of this year. Jim Carideo, head of Citigroup Wealth Advisors, which manages $18 billion in client assets under management, said it took them more than eight months of research ... |
| | | | ... crediting rates is not always the headline issue. "All things being equal, there should not be any difference in an investor's wealth as a result of the scheme operator applying either a unitised or crediting rate methodology." Eliminating arbitrage ... |
| | | | ... very fortunate to have someone of Sean's calibre joining us at CONNECT," said CONNECT chair, Mac Russell. "He brings a wealth of experience with him from different funds right across the industry, so we'll benefit from the latest and best thinking." |
| | | | ... achievements in marketing, sales and business development by individuals, groups of individuals or organisations in the wealth management industry. "There are 17 awards up for grabs this year, including a number of new awards designed specifically for ... |
| | | | ... retirement and have more options available than ever before, according to a new report. The 16th AMP.NATSEM Income and Wealth Report, Baby boomers - doing it for themselves report, released today by AMP and the National Centre for Social and Economic ... |
| | | | The drive of wealth managers into the mainstream and out of the shackles of traditional financial arenas is continuing with Aviva announcing its sponsorship of the 2007 Panasonic World Solar Challenge race. Allan Griffiths, chief executive officer of ... |
| | | | ... financial planners in five different categories. Started last year, the Value of Advice Awards cover five categories, namely wealth accumulation, pre-retirement planning, post-retirement planning and management, low income planning and community contribution ... |
| | | | ... original invested amount and the first year's interest with no margin calls. Gerard Doherty, Perpetual's group executive of wealth management, said he expected the new product to be popular. "We anticipate a strong uptake from investors and advisers ... |
| | | | ... super and the reason is that they work for three or four employers and they don't get past that level." Bryan Ashenden, wealth management expert at St. George-owned planning group Asgard Wealth Solutions, commented, "For low income earners, there's certainly ... |
| | | | ... Christopher Page, said Rainmaker iTV is thrilled to partner with the ABC to offer this type of quality information service to the wealth management industry. "Lateline Business is a powerful and highly regarded source of news, information and analysis ... |
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