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Showing 861 - 870 of 1033 results for "private wealth"

Merger and new CEO for FMD

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
... merge with news that FMD Financial and Reynolds Williams and Associates will merge on December 1. Former Perpetual Private Wealth executive, Lee Wapling, will head up the firm. The FMD Group has financial planning practices in Melbourne, Adelaide and ...

Consolidation creating conflict between product and advice

RACHEL DAVIS  |  THURSDAY, 1 DEC 2011
... ultimately leads to less choice and less independent advice for the consumer." Rodney Brown, director of Tristone Private Wealth agreed that while the future of financial advice (FOFA) reforms would not be detrimental to independent advisers, concern ...

Macquarie Private Wealth adds to Vic advice team

RACHEL DAVIS  |  THURSDAY, 24 NOV 2011
Macquarie Private Wealth has appointed Mark Chartres to its Melbourne office as a senior investment adviser. Chartres has joined Macquarie Private Wealth from Intersuisse, where he was previously head of wealth management. Chartres specialises in providing ...

FPA award winners embrace FOFA

ELISE BURGESS  |  MONDAY, 21 NOV 2011
... Money Sense Financial Group, Gippsland Gregory Cook CFP, Eureka Financial Group, Sydney Greg Tindall CFP, Macquarie Private Wealth, Sunshine Coast James Harris CFP, Brown & Bird Financial Planning, MacKay James Kenny CFP, Tupicoffs, Brisbane Peter Roan ...

Market Wrap - Midday

AAP  |  TUESDAY, 15 NOV 2011
... turnover was 768.2 million securities worth $1.4 billion, with 340 stocks up, 431 down and 351 unchanged. Macquarie Private Wealth division director Lucinda Chan said although the Australian market represented good value at these levels, the uncertainty ...

Adviser hiring blitz at Macquarie Private Wealth

ELISE BURGESS  |  THURSDAY, 10 NOV 2011
Macquarie Private Wealth has added 19 new advisers across six of its state offices in the past six months as the group builds out its national team. Six advisers have joined the Brisbane team each with different area of focus for the group including ...

WHK appoints Mercer, Macquarie Private Wealth

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
Large accountancy firm, WHK, has appointed Mercer and Macquarie Private Wealth to provide research and execution support to the $6 billion firm while a new head of research was also named. As a result of an extensive market review, WHK appointed Mercer ...

Perpetual updates performance, remuneration

ELISE BURGESS  |  FRIDAY, 4 NOV 2011
... the firm executive remuneration policy. In a year that saw the group hire a new chief executive, restructure its private wealth and corporate businesses and cut excess products, Perpetual said it was in a good position for growth in the future. "We are ...

Head of Bank of Melbourne Private appointed

RACHEL DAVIS  |  MONDAY, 31 OCT 2011
... regional executive. Most recently, Ayres was a senior investment specialist with NABInvest. General Manager of Private Wealth at BT Financial Group, Jane Watts, said she was delighted to have Ayres on board to drive the growth of Bank of Melbourne Private ...

Macquarie posts mixed results

ELISE BURGESS  |  FRIDAY, 28 OCT 2011
... Macquarie Life insurance also reached the $100 million milestone in inforce risk insurance premiums while the Macquarie Private Wealth retained the number one position for full-service retail stockbroking based on market share and trading volumes. BFS ...