Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1171 - 1180 of 3363 results for "Wealth management"

Former AMP senior manager joins platform

JAMIE WILLIAMSON  |  WEDNESDAY, 16 JAN 2019
... Home Loans. Powerwrap chair Anthony Wamsteker said Hardman is a welcome addition to the board. "The Australian wealth management landscape and technology-based transformation, and her ASX-listed company board experience, Donna is well placed to advise ...

Sunsuper expands advice business

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
... Sunsuper's advice team grow to 34 employees. Black moves to Sunsuper with more than 18 years' experience in the wealth management industry, including working at Colonial First State for 11 years. He has also held roles at Old Mutual, Asgard Wealth ...

Andrew Hagger to lead investment, philanthropy group

JAMIE WILLIAMSON  |  WEDNESDAY, 9 JAN 2019
... year, replaced by former NSW premier Mike Baird in the role of chief customer officer of consumer banking and wealth management. His departure followed his appearance at the fifth round of the Royal Commission in August. Commenting on his appointment ...

FASEA reforms see ASIC register swell

JAMIE WILLIAMSON  |  TUESDAY, 8 JAN 2019
... with the move away from institutional licensees continuing steadily and likely to hasten as big player exit wealth management. It has been widely reported this week that more than 20 financial advisers from Macquarie's private wealth division moved ...

Saxo chief departs for BT

HARRISON WORLEY  |  MONDAY, 7 JAN 2019
... chief executive of Saxo Capital Markets in Australia will depart for a role at one of the country's largest wealth management firms. Ben Smoker will join BT Financial Group in January as a director in the firm's private wealth services division. ...

HSBC appoints wealth leader

HARRISON WORLEY  |  THURSDAY, 20 DEC 2018
HSBC appointed a new wealth management lead for Australia, but will not relaunch a traditional wealth business. Former Westpac state manager Jessica Power will lead the global bank's retail banking and wealth management arm in Australia from December ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... ALP proposed to eliminate cash refunds from excess dividend imputation credits, and throughout the year the wealth management industry largely moved to oppose the policy. With the likelihood of a Labor Government seemingly firming, one fund manager suggested ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
... capabilities available via Morningstar DirectSM, the company's independent research platform for asset managers and wealth management professionals. This will support BT's research process, Approved Product List (APL) management and reporting ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... account (SMA) partnerships with Thornton Group, Advisory Partners and Providence Wealth. In July, broking and wealth management firm Hartleys became Praemium's newest client for its reporting and administration platform. Arguably its biggest signing ...

Grandfathered commissions: Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 19 DEC 2018
... investment products across the wider industry and believe a legislative approach should be considered," CBA Wealth Management chief operating officer Michael Venter said. NAB has also announced that NAB Financial Planning and NAB Direct Advice advisers ...