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Showing 1101 - 1110 of 3363 results for "Wealth management"

Former Vanguard broking and wealth expert joins Bell Direct

KARREN VERGARA  |  MONDAY, 27 MAY 2019
... suite of products and spearheading new initiatives. Sparks was most recently national manager of broking and wealth management at Vanguard Australia, a role he held for almost six years. Prior to Vanguard, he held senior roles at iShares Australia, Mariner ...

Hard times ahead for platforms

KANIKA SOOD  |  THURSDAY, 23 MAY 2019
New research by UBS found wealth management giants could lose more than 30% of their platform profits even if they undertake "radical cost surgery". The big players' funds under administration have been plagued by leakage to independent platforms, retail ...

Clients demand multiple advisers: Report

KARREN VERGARA  |  THURSDAY, 23 MAY 2019
... clients as they search for more flexible solutions and value in their relationships. This is according to a new wealth management report from EY, which examines why Australians are not leaving their financial advisers solely based on price. Over the ...

Praemium signs new SMA deal

HARRISON WORLEY  |  THURSDAY, 23 MAY 2019
A leading wealth management business has commissioned Praemium to deliver its customised portfolio solution. Pitcher Partners' Brisbane office has selected Praemium to provide a new separately managed account service; with Praemium saying the deal gives ...

Finnies recognise wealth management disruptors

KARREN VERGARA  |  WEDNESDAY, 8 MAY 2019
Several fintechs disrupting the wealth management industry have made the shortlist of FinTech Australia's third annual Finnie Awards. Spaceship, Raiz and Roll-it Super were named finalists in the Excellence in Wealth Management category. They join the ...

The state of the banks

ELIZABETH MCARTHUR  |  TUESDAY, 7 MAY 2019
... half year results alone," Dring said. So far, remediation costs have related mostly to misconduct issues within wealth management divisions, he said. "But, ongoing investigation into product design and compliance will likely see further increases in ...

SUPER Recruiters adds executive director

KARREN VERGARA  |  MONDAY, 6 MAY 2019
A former Ignition Wealth sales executive has joined the wealth management recruitment specialist as an executive director. SUPER Recruiters welcomed Sally Humphris, who until recently was a senior sales executive at Private Portfolio Managers. Prior ...

Macquarie Capital appoints group co-heads

KANIKA SOOD  |  FRIDAY, 3 MAY 2019
... jumped 50 cents to $5.75, higher than $5.25 for the previous financial year. However, Macquarie's income from wealth management fees fell 6% in the year to $315 million. This includes fees earned on the range of business and financial services products ...

Bravura raises $165m for GBST bid

KANIKA SOOD  |  FRIDAY, 3 MAY 2019
... ASX-listed competitor GBST Holdings, which provides administration services to life insurers, stock brokers, wealth management businesses and institutions. Its clients include the big four banks, Baillieu Holst, Bell Porter and Morgans. On April 12 ...

AMP leaks $1.8bn, names new CFO

HARRISON WORLEY  |  THURSDAY, 2 MAY 2019
AMP's wealth management arm saw net outflows of $1.8 billion last quarter. Announced as part of its annual general meeting today, the embattled wealth manager revealed outflows from its Australian wealth business tipped $1.8 billion in the first ...