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Showing 1061 - 1070 of 3363 results for "Wealth management"

IOOF rejigs CRO role, appoints successor

KARREN VERGARA  |  FRIDAY, 26 JUL 2019
... legal, risk and compliance, Paul Vine. Noble's risk and compliance experience across financial services and wealth management includes holding executive roles at Equity Trustees, Westpac, ANZ, NAB and KPMG. She was most recently chief risk officer ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
... than risk capital erosion. The 2019 State of Wealth Report, which is based on research conducted by Crestone Wealth Management and CoreData, found most millionaires are unsophisticated investors and shun diversifying portfolios beyond cash, direct property ...

Member interests delay recommended

HARRISON WORLEY  |  WEDNESDAY, 24 JUL 2019
... for the bill to be passed. The bill's current implementation deadline of October 1 proved a sore point for the wealth management sector, with several submissions to the committee's inquiry - including those of AustralianSuper and AMP - noting the compressed ...

Average Aussie $560k richer with advice

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... financial advice in the report: annual rebalancing, preventing behavioural mistakes, planning and additional wealth management services and tax-smart investing. It estimates an adviser's ability to mitigate behavioural mistakes alone adds 1.9% in additional ...

New chief at CBA Group Super

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... experience in superannuation, investments and development of member services having also held a range of roles within wealth management and Colonial First State including general manager strategy and retirement, and general manager marketing and distribution," ...

CFS hires executive manager of insurance

KARREN VERGARA  |  THURSDAY, 18 JUL 2019
... departure of executive general manager Linda Elkins, who will become KPMG's national sector leader for asset and wealth management on August 5. She joined from Russell Investments where she was the managing director of superannuation. Elkins is also ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... holding in a Queensland-based financial planning practice. Xplore Wealth has divested its holding in McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity controlled by founder Rob McGregor for a consideration ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... $300 fee followed by a US $30 monthly subscription. Those fees do not change at higher asset levels. Aite Group Wealth Management research director Alois Pirker explained that the way consumers expect to pay for services, including wealth management ...

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... services firm Elston, has launched a private label SMA on HUB24. The SMA was formed in partnership with boutique wealth management firm Bridge Private Wealth. The models portfolios called Elston Bridge, offer a range of multi-asset class, diversified ...

Wealth jobs in demand

HARRISON WORLEY  |  MONDAY, 15 JUL 2019
The wealth management labour force is set to continue expanding in the second half of the year according to recruitment firm Hays. Releasing its 2019/20 Salary Guide into Australia's job market, Hays said 47% of wealth management employers surveyed ...