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Showing 1011 - 1020 of 3363 results for "Wealth management"

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... investment officer Jonathan Reilly; Asset Builder Financial Services executive director Christian Schween; Crestone Wealth Management senior portfolio strategist Stan Shamu; and Banyan Tree Investment Group director Chhai Ung. Searching for yield One ...

Superannuation expert joins law firm

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
... business is helping with legal documentation for SMSFs, via financial advisers. It also does estate planning and wealth management compliance documentation. Its legal team has seven people.

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
... HNWs have unmet advice needs, an increase of four percentage points on last year's results. Investment Trends wealth management research director Recep III Peker said there was "actually a really wide range of topics" HNWs were looking for advice on ...

Wealth income halved, Hartzer skips $1.6m bonus

HARRISON WORLEY  |  MONDAY, 4 NOV 2019
... chief executive Brian Hartzer relinquished a $1.6 million cash bonus for the year, as income for the group's wealth management business fell significantly. Releasing its annual report and full year results to the market this morning, Westpac reported ...

Macquarie wealth fees income down 14%

KANIKA SOOD  |  FRIDAY, 1 NOV 2019
Macquarie bank's income from wealth management fees fell 14% in the six months to September end compared to the same period last year, while the bank pivots its advice business to focus on high-net-worth clients. Macquarie collected $144 million ...

Crestone profits boosted by clients

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
... better investment decisions and in turn achieve better outcomes." Crestone said the report revealed a need to wealth management firms to focus on areas where wealthy individuals are indicating a demand for help that is not being met.

Bravura acquires software firm

ELIZA BAVIN  |  TUESDAY, 29 OCT 2019
... $25 million. FinoComp is an Australian software company that will add functionality to Bravura and bring new wealth management clients from the UK. "They provide software for data analytics, client reporting, performance reporting and regulatory compliance ...

Powerwrap appoints director

HARRISON WORLEY  |  MONDAY, 28 OCT 2019
Wealth management platform Powerwrap shuffled its board, after the resignation of a director. Fiona Boyd has been appointed as a director of the platform provider, after Donna Hardman stepped away from the board for personal reasons. Currently the chief ...

Internal talent shuffle at AMP

HARRISON WORLEY  |  WEDNESDAY, 23 OCT 2019
... processes to outstanding client outcomes," Bourguignon said. Earlier this month AMP combined its Australian wealth management and banking businesses into a new entity called AMP Australia, and appointed former wealth head Alex Wade as the combined unit's ...

IOOF acquires OnePath at a discount

ELIZA BAVIN  |  THURSDAY, 17 OCT 2019
... it delivers greater certainty to ANZ P&I members and clients. Despite a challenging operating environment for wealth management, the strategic rationale for the transaction remains compelling and we continue to be confident in the significant benefits ...