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Showing 8851 - 8860 of 9290 results for "wealth"

ASIC bans ex-Genesys adviser

... Investments Commission (ASIC) has banned financial adviser, Mark Leigh Clifton, a former authorised representative of Genesys Wealth Advisers, from providing financial services for 10 years. Clifton was a NSW-based authorised representative of Genesys ...

Finsia expands education to Korea

HAMISH MADDEN  |  FRIDAY, 15 SEP 2006
... future. With a greater emphasis on education and learning, the blend of Australian and Korean expertise will produce a wealth of highly skilled professionals. As an employer in financial services, always hunting for new talent, this will give us a competitive ...

Fund advertising is essential: Retailers Assoc

... not-for-profit super funds advertising is, however, that no one seems to be criticising commercial funds and their retail wealth management groups for doing exactly the same thing. Figures recently released by AC Neilson found that advertising money ...

Alliance Growth Equities staff changes

... will be taking over Nordby's role on the Global Research Growth Portfolio Oversight Group in October. O'Brien brings a wealth of experience to the role, having worked with American Express Asset Management International for 17 years, as well as spending ...

Telstra Planning appoints new GM

KATE HAGE  |  THURSDAY, 14 SEP 2006
... planner and former state manager for Victoria and Tasmania, Steve Grinter, will take on the role having previously worked in wealth management roles with Commonwealth Bank, Financial Resources Group and National Australia Bank. Grinter will be responsible ...

Housing and super can work together: Max Super

ALEX DUNNIN  |  WEDNESDAY, 13 SEP 2006
... Australian Government should look to our New Zealand cousins for the solution to motivating people to build retirement wealth," said Andrew Barlow, max Super's chief executive. The NZ plan is extremely visionary in recognising that home ownership underpins ...

Plan B buys NZ private banker

... is precisely on the same page with [our] objectives and together we'll be able to offer the lowest-cost, most effective wealth management service in New Zealand," said Alex Fowler, SAM's chief executive. He added that Plan B will give them the resources ...

KiwiSaver takes off

... voluntary savings scheme for state sector employees and the New Zealand Superannuation (NZS) Fund. Another NZ government-run wealth management organisation is KiwiBank which is owned by New Zealand Post. Michelle Baltazar

CBA takes private banking upmarket

WWW.THESHEET.COM  |  FRIDAY, 8 SEP 2006
... believes the CBA has not tapped its potential in the private banking market. "There are still lots of people who keep their wealth to themselves. We want to play a role helping them sort out estate planning, business succession and other issues."

Investor optimism index down 43 per cent

... suggests that investors are feeling the pinch in their local markets," said Anne Briglia, senior fixed income strategist, UBS Wealth Management Research. The 'personal dimension' of the index has also steadily declined indicating investors are less optimistic ...