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Showing 8811 - 8820 of 9290 results for "wealth"

New tool to benchmark personal financials

HAMISH MADDEN  |  WEDNESDAY, 13 DEC 2006
A new online service called Wealth benchmarks will make it possible to benchmark and compare individual financial information, including salary, mortgage, net worth and superannuation. Wealth benchmarks is set to be rolled out early in 2007 and will ...

Aon welcomes new head of wealth management

HAMISH MADDEN  |  WEDNESDAY, 13 DEC 2006
Aon Australia has recruited the head of MLC advice platforms, Pierre Kraft, to head up its Aon Wealth Management and Aon Financial Planning and Protection businesses. Stewart Fotheringham, Aon director, said Kraft brings leadership, technical and business ...

EQT expands into Queensland

ALEX DUNNIN  |  WEDNESDAY, 13 DEC 2006
Equity Trustees Limited (EQT) has expanded into Queensland, opening its first office in the sunshine state. Russell Hanlon, Equity Trustees' newly appointed manager for Queensland, will be responsible for leading the company's growth in Queensland. ...

Pentacle expands distribution through planning groups

HAMISH MADDEN  |  TUESDAY, 12 DEC 2006
... announced it had entered into agreements with a range of groups, including Core Concepts, Synchron Advisers, Financial Index, Wealth Retirement Solutions and CFL. Rohan Kerr, Director Pentacle Property Funds Management, said the strategy would help Pentacle ...

NSW Bookmakers and Perpetual top super tables

HAMISH MADDEN  |  THURSDAY, 7 DEC 2006
The latest Rainmaker/SelectingSuper Performance Tables have revealed continuing strong returns for default and Australian shares options for super funds, with NSW Bookmakers topping the default options scorecard and Perpetual leading the pack in Australian ...

Manage risks not returns

ALEX DUNNIN  |  WEDNESDAY, 6 DEC 2006
... capitalisation weightings. In comments reminiscent of recent announcements by State Street Global Advisors and their new wealth weighted indices, Hsu asked "what is a big company? Companies with the biggest cash flows, biggest dividends, biggest sales?" ...

Wealth managers will have difficulty with AML

WWW.THESHEET.COM.AU  |  FRIDAY, 1 DEC 2006
... laundering programs are those that may otherwise be least affected by it - the life companies and investment managers in the wealth management sector. Steve Lock, an English banking technology consultant, said that when AML regulations were introduced ...

XPLAN ranked first by planners

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
... pleased with the continued strong growth of XPLAN which, complemented by the recent PlanTech acquisition, underlines our wealth management commitment. And this result echoes that which we at IRESS value above all - service and support to our clients. ...

Three promotions fill key roles at Aviva

HAMISH MADDEN  |  WEDNESDAY, 29 NOV 2006
... of general manager marketing and public relations. Natalie Eckersall is stepping up into the role of general manager - wealth protection products where she will be responsible for building the future success of the Protectionfirst range of Aviva products. ...

Bravura IT signs BNY deal

... years old in the business, Bravura has been on the acquisition trail since founding chief executive Iain Dunstan bought the wealth management software unit of CSC Australia back in 2004. The company listed on the Australian Stock Exchange (ASX) this ...