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Showing 9121 - 9130 of 9290 results for "wealth"

NAB wins from advice driven financial planning

... based incentives. In the team structure component NAFP has formulated teams of financial planners under the categories of wealth managers, financial planning managers and senior financial planning managers to ensure the proper allocation of resources ...

Bravura to acquire CSC wealth management business

Bravura Solutions has signed an agreement to acquire the wealth management business of CSC, provider of industry IT applications to near 70 business in Australia and overseas. Recent developments in the superannuation market including regulatory changes ...

NAB becomes first big bank to post 2004 profit fall

AAP | WEDNESDAY, 10 NOV 2004

... executive John Stewart said. Mr Stewart said there encouraging performances in some businesses such as New Zealand and wealth management, but that underlying financial trends across the group were disappointing. "The two key drivers of the overall result ...

New principal member for FPA

... Association (FPA) has increased its total number of principal members to 586 after newly formed financial adviser KPMG Private Wealth joined the list. FPA principal members are comprised of companies and individuals holding an AISC Australian financial ...

New guide on rebates and commissions

A guide on rebates and related payments in the wealth management industry has been jointly released by the Investment and Financial Services Association (IFSA) and the Financial Planner Association (FPA) to improve both payment and remuneration practices. ...

Strong performance for IWL points to positive outlook

Wealth management and technology solutions group IWL Limited has posted strong performance results for the first quarter of the financial year. Compared with performance results from last year, operating revenue has increased by 15 per cent and EBITDA ...

Next generation software from IWL

... manager of financial advisory solutions Ross Johnson said the software is aimed at providing an integrated approach to wealth management by incorporating compliance solutions and best practice financial advice tools. VisiPlan 7.0 will be incorporated ...

Mercer's diversification strategy now at Cole face

... resignation of national practice leader, Mr Christopher Andrews. Mr Cole will hand over the reigns as managing Mercer's Wealth Solutions to Mr David Anderson. This will ensure Mr Cole solely focuses on driving the investment consulting arm of Mercer ...

Gold Coast wealth creation seminars stopped

... executive director of consumer protection and international Greg Tanzer advised "if people are interested in attending wealth creation seminars, ASIC believes it is usually safer and far better to attend seminars run by reputable organisations and licensed ...

New changes for National and MLC

... services' risk management function. Mr Hamar will report to the group chief financial officer Mr Michael Ullmer. National's wealth management division, MLC has promoted several of its management staff. According to the National's chief executive officer ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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Blake Briggs

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