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Showing 1131 - 1140 of 3363 results for "Wealth management"

Powerwrap launches new adviser service

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 MAR 2019
Wealth management platform provider Powerwrap launched a new service built to empower and incubate financial advisers and their businesses. Tickr is a turnkey service for wealth adviser groups seeking to establish and grow their own businesses, particularly ...

Morgans Financial licence conditions lifted

ELIZABETH MCARTHUR  |  MONDAY, 25 MAR 2019
A full-service stockbroking and wealth management firm with over 60,000 active clients has had additional licence conditions lifted. Morgans Financial had the conditions imposed in November 2016. ASIC has now removed the conditions as at March 19. The ...

AMP cuts MyNorth fees

ELIZABETH MCARTHUR  |  TUESDAY, 19 MAR 2019
... interest free, with no fees attached and this feature will remain unchanged. AMP chief executive, Australian wealth management Alex Wade said: "We're pleased to be reducing fees for existing and new clients of MyNorth - AMP's flagship wrap investment ...

NAB agrees to RC wealth recommendations

HARRISON WORLEY  |  FRIDAY, 15 MAR 2019
National Australia Bank agreed to all of the Royal Commission's recommendations directly relating to the wealth management industry. Releasing its full response to Commissioner Hayne's 76 suggested changes to Australia's financial services industry ...

Swiss group acquires stake in local wealth firm

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
... more than 30 years, Shaw and Partners has sought to provide clients with the highest-quality investment and wealth management products and advice." The introduction of EFG marks the next stage of Shaw and Partners, he added. "EFG has a deep understanding ...

Commonwealth Bank delays wealth demerger

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
Commonwealth Bank is delaying its demerger plans for its wealth management and mortgage broking businesses. Announced today, the group said it is prioritising the implementation of the Royal Commission's recommendations, refunding customers and ...

Financial concerns drive women to online investing

HARRISON WORLEY  |  FRIDAY, 8 MAR 2019
... ever before, the gap between the independent financial security of men and women remains too large, and the wealth management industry must continually increase its focus on delivering products and services that work for women, and work for them at every ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... said the partnership is an important strategic step for the SMSF software provider as it moves into the broader wealth management space. "Class and Philo are well aligned, both delivering highly differentiated services that enable client firms to provide ...

YBR in trading halt, flags loss

KARREN VERGARA  |  MONDAY, 4 MAR 2019
... to 31 December 2018. The results include a material non-cash impairment charge on the carrying value of the wealth management and lending business and various other assets across the group, it said. However, the impairment will not affect the net present ...

Advice firm hires chair

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
A Melbourne-based advice, wealth management and accounting firm has appointed a new chair as its incumbent retires. Tim Carroll will start as Prime Financial Group's non-executive, independent chair on March 1, after serving on the board for three years. ...