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Showing 1041 - 1050 of 3363 results for "Wealth management"

Nominees await top AFA honours

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Advice Rebecca Maher, The Fiscal Mum 2019 AFA/TAL Female Excellence in Advice Award Felicity Cooper, Cooper Wealth Management Tracey Ferguson, Ferguson Financial Planning Dawn Thomas, Wealthwise Tabitha Tworek, Insight Wealth Planning 2019 AFA Excellence ...

Beware adviser conflicts of interest: Lonsec

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
... Australia is in managed accounts already and that number is growing every year. According to Lonsec head of wealth management sales Tony Nejasmic, advisers must be wary of the conflicts that exist. "Managed accounts have the potential to create significant ...

KPMG names financial services head

HARRISON WORLEY  |  MONDAY, 26 AUG 2019
... financial services. The role will see the former Barclays executive assume overall responsibility for the firm's wealth management, superannuation, insurance, banking, real estate and private equity advisory practices. Knoll joined KPMG in 2011 after ...

Midwinter acquired by Bravura

JAMIE WILLIAMSON  |  FRIDAY, 23 AUG 2019
... revenue for the full year increased by 16% to $257 million, with an NPAT of $32.8 million - up 21% year on year. Wealth management revenue increased 14% to $176 million, while the funds administration division saw $80.9 million. Bravura said the funds ...

Netwealth FUA, adviser numbers rise

KARREN VERGARA  |  MONDAY, 19 AUG 2019
A number of financial advisers who flocked to wealth management institutions for Netwealth as a result of the banking Royal Commission have helped boost the platform's funds under administration by 30% to $23.3 billion. Financial results for the ...

ASIC accelerates enforcement

ELIZABETH MCARTHUR  |  MONDAY, 19 AUG 2019
... Investigations involving the big six and their subsidiaries (the big banks, AMP and Macquarie) were up by 51%. Wealth management investigations increased by a remarkable 216%. "ASIC's enforcement work has a core focus on deterrence, public denunciation ...

AFA names education award finalists

KRISTI CHENG  |  WEDNESDAY, 14 AUG 2019
... excellence by improving their professional skills and knowledge". This year's finalists are Kearsten James of Cooper Wealth Management, Joseph Meawad of Trinity Financial Advisers, Ben Nash of Pivot Wealth, and Nicola Schneider of Robina Financial Solutions. ...

CFS trims corporate super distribution team

KANIKA SOOD  |  MONDAY, 12 AUG 2019
... the period, according to Rainmaker data. Commonwealth Bank's annual results announced last week showed that wealth management, which is made up of superannuation, investment, retirement and insurance products and financial planning, turned in $413 million ...

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... more women to enter the industry and take on leadership roles." The finalists are Felicity Cooper of Cooper Wealth Management, Tracey Ferguson of Ferguson Financial Planning, Dawn Thomas of Wealthwise, and Tabitha Tworek of Insight Wealth Planning. AFA ...

FASEA exam results spark debate

ELIZABETH MCARTHUR  |  FRIDAY, 9 AUG 2019
... "pointless exercise". He went so far as to say: "Purely a revenue raiser. Follow the money trail." Director of Cooper Wealth Management Felicity Cooper responded to Raftery, saying: "I'm going to have to disagree with you on this one." She explained ...