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Showing 71 - 80 of 120 results for "Wealth Management Group"

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
Wealth management group netwealth's advice group has moved its operations on the back of an announcement earlier this month that the wider netwealth group's funds under management had hit the $4 billion mark. netwealth Advice Group (NAG)'s advice operations ...

UK adviser reforms drive out 9,400 advisers

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
The UK's Retail Distribution Review and its push to increase the professionalism of their adviser force has already lead to a 23% collapse in the number of financial advisers. The figures, based on analysis released by the UK Financial Services Authority ...

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
Wealth management group netwealth yesterday announced the formation of a new national advice group which it hopes will create an attractive proposition for advisers at all stages of their career. The new national advice group brings together Pathway ...

Centuria wins unlisted property fund of the year

BEN COLLINS  |  MONDAY, 29 OCT 2012
Centuria has been awarded the Unlisted Fund of the Year award at the Annual Property Funds Industry Forum. Centuria 19 Corporate Drive Fund, managed by Centuria Property Funds, won the award after good returns and a governance structure which focuses ...

Trustee reforms risk being neutered

ALEX DUNNIN  |  THURSDAY, 26 APR 2012
... to retail funds because their funds are in legal terms structured as products for which the sponsoring wealth management group appoints an associated trustee company. Indeed using this model a wealth group's trustee companies may be acting as the overseeing ...

Issues beyond the FOFA horizon

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... head of listed independent financial advisory firm, Snowball and Hugh Humphrey, head of the AMP-owned wealth management group Hillross, the panel said that looking beyond FOFA, it will be a structural realignment of key industry areas that have now revealed ...

Yellow Brick Road seals deal with Nine

ALISON BEVEGE  |  MONDAY, 18 JUL 2011
... for NAB Broker, began his new role at Yellow Brick Road today. Mark Bouris, executive chairman for the wealth management group which has more than 70 branches and licensees nationally, said Lawler brought more than 20 years of experience in the financial ...

Two new appointments as Equiti fund closes in on first US property

ALISON BEVEGE  |  WEDNESDAY, 29 JUN 2011
Wealth management group Equiti Private Wealth has made two new executive appointments. Former Centre Capital director Robert Coyte has taken over as head of advisory in the financial planning services side of the business, where he will expand the role. ...

Stangherlin joins Colonial

MATT WOODINGTON  |  THURSDAY, 3 FEB 2011
... its new regional manager of Investment Sales for Queensland and New South Wales. Stangherlin joins the wealth management group from Russell Investments where she was the National Account Manager, responsible for enhancing the company's retail reputation ...

Fiducian boosts SMSF services

ELISE BURGESS  |  THURSDAY, 7 OCT 2010
Fiducian Portfolio Services Limited helps advisers slash the time it takes to administer SMSF trust deeds following a deal struck with online deed administrator SuperCentral. Under the agreement, the SuperCentral trust deed update service will enable ...