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Showing 1141 - 1150 of 3363 results for "Wealth management"

Midwinter appoints new chief executive

HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
... strengthening. "With the government's lens focusing on the increasing obligations of financial services providers, the wealth management industry is only going to get more regulated and I believe technology will have a crucial role to play here," Hall ...

ClearView posts first half profit dip

KANIKA SOOD  |  WEDNESDAY, 27 FEB 2019
... posted a 13% dip in its underlying NPAT in the first half as it repositions pricing of its life insurance and wealth management products. The ASX-listed diversified financials has three main businesses: life insurance, wealth management and advice. Together ...

Fintech expands team for ongoing growth

JAMIE WILLIAMSON  |  WEDNESDAY, 27 FEB 2019
A wealth management technology and service provider has made a raft of appointments to support significant growth seen in 2018. FinClear said it experienced headcount growth of 120% over the last 12 months and expects the trend to continue, adding four ...

Royal Commission boosts platform provider

HARRISON WORLEY  |  TUESDAY, 26 FEB 2019
... ASX today, HUB24 said it expects to benefit from Kenneth Hayne's suite of recommendations for improving the wealth management industry, specifically the removal of grandfathered commissions. The firm is the latest platform provider to trumpet its positive ...

Digital advice platform opens Sydney office

JAMIE WILLIAMSON  |  MONDAY, 25 FEB 2019
... digital wealth solutions in response to growing customer expectations for transparent and reasonably priced wealth management," Quantifeed senior executive, strategic partnerships Graeme Brant said. The new office is led by Brant and senior software ...

IRESS reports strong 2018

JAMIE WILLIAMSON  |  FRIDAY, 22 FEB 2019
... Zealand. IRESS cited a number of strategic achievements as key drivers, including significant deliveries to large wealth management and financial advice clients, momentum in lending and increased innovation across the IRESS offering. The Australia and ...

Super needs a clear objective: Cooper

HARRISON WORLEY  |  THURSDAY, 21 FEB 2019
... part of an attack on the SMSF sector, but rather a portion of a suite of changes it was proposing across the wealth management board, including changes to negative gearing and capital gains tax discounts, and reforms to family trusts. SMSFA chair Deborah ...

Advice group appoints general manager

KANIKA SOOD  |  THURSDAY, 21 FEB 2019
... years' leadership experience, including senior roles at Mercer and Citi Smith Barney (now Morgan Stanley Wealth Management) across adviser operations, technology, transformation, paraplanning and policy. "In her almost six years at BT Financial Group ...

Escala bought by growing US firm

JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
... worth space grow. Escala chief executive Pep Perry said the firm's main goal is to provide clients with the best wealth management advice possible. "To achieve this goal, we are constantly trying to innovate and redefine how to construct the perfect ...

Class appoints chief executive

KARREN VERGARA  |  MONDAY, 18 FEB 2019
... REA, Russell was general manager and interim chief executive of Mortgage Choice, where he helped launch the wealth management and financial planning business. Bungard stepped down as chief executive in October 2018 after more than four years in the role. ...