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Showing 10861 - 10870 of 22150 results for "Tim"

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... likely coalesce and form a more independent, like-minded group, much like AdviceIQ. Crystal Wealth Partners executive director Tim Wedd argued that if ANZ does sell its advice business, "it is a further sign of the issues vertically integrated product ...

SMSFs combating low rates with hybrids

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
New data from SuperConcepts shows SMSF trustees are turning to hybrids as an alternative source of income returns. The latest SuperConcepts SMSF Investment Patterns Survey shows asset allocation to the fixed interest sector grew from 12.2% to 12.8% ...

Grant Samuel sells 80pct stake in GSFM

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
Canadian wealth management firm CI Financial has purchased an 80% stake in Grant Samuel Funds Management. The deal is expected to close later this month with CI acquiring the stake previously held by the corporate advisory firm Grant Samuel, which established ...

Advisers unsure on super contributions

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
Adviser queries around non-concessional super contributions have doubled in the last month, according to BT Advice Technical's September quarter round-up. The report shows the questions most commonly asked by advisers over the quarter were in regards ...

VicSuper appoints new CIO

ALEX BURKE  |  FRIDAY, 4 NOV 2016
VicSuper has appointed a new chief investment officer. Before joining the $17 billion super fund, Andrew Howard was chief investment officer at Pacific Current Group (formerly Treasury Group). Prior to that he was chief investment officer Asia-Pacific ...

GBST partners with boutique administrator

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
Financial services software provider GBST is entering a seven-year contract with a boutique administrator to enter the business process outsourcing market. Announced on the ASX, GBST is teaming with specialist fund services provider MainstreamBPO. GBST ...

ANZ mulls selling wealth business

ALEX BURKE  |  THURSDAY, 3 NOV 2016
ANZ says the sale of its wealth management business is a possible scenario that has been thought about "for some time." In releasing the bank's full-year results today, ANZ chief executive Shayne Elliott told a media briefing its wealth business is ...

Human centred workplaces needed: MetLife

KERRIE SYDEE  |  THURSDAY, 3 NOV 2016
A new workplace study from life insurer MetLife reveals significant misalignment in the priorities of Australian employees and employers when it comes to workplace health and wellness. The 'Employee Benefit Trends Study' (EBTS) found Australian employers ...

Hong Kong fintech makes senior Australia hire

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
Hong Kong-based digital wealth management company Quantifeed has hired a senior executive for strategic partnerships, with a view to expanding in Australia. Graeme Brant joins Quantifeed from Link Capital Investments, where was a principal of the firm. ...

SMSF trustees remain prudent investors

DARREN SNYDER  |  WEDNESDAY, 2 NOV 2016
SMSF data from the ATO and APRA shows trustees in self-managed super are maintaining solid investment performance and managing portfolio diversification well. SMSF Association head of technical Peter Hogan said ATO statistics show that in four of the ...