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Showing 101 - 110 of 284 results for %22Wealth Management Project%22

IRESS first half revenues up 8pct, wealth and lending lead

KANIKA SOOD  |  THURSDAY, 23 AUG 2018
... its 1H17 revenue by 8% to hit $230 million, led by the wealth and lending segments. Australia and New Zealand wealth management operating revenue totalled $67 million for the first half - up 9% on the previous corresponding period. This was driven by ...

GBST Australian revenues dip, UK picks up

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
... financial year, just as its UK business delivered strong earnings growth. GBST is a provider of administration for wealth management, capital market and retail broking businesses. Its Australian wealth management business revenue for FY18 was down 6% ...

Fees for no service remediation passes $250 million

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... Services (trading as BankVic), State Super Financial Services (trading as StatePlus), and Yellow Brick Road Wealth Management. These licensees have paid or offered $37.3 million in remediation to customers. ASIC said it is also aware that five AFSLs ...

UBS chief investment strategist leaves

KANIKA SOOD  |  FRIDAY, 13 JUL 2018
... screen in the meeting room. UBS said the project is designed to "test the acceptance of digital assistants in a wealth management context." UBS said any future rollouts would depend on the pilot program and the feedback from advisers and their client ...

Private equity firm closes $558m mining fund

KANIKA SOOD  |  TUESDAY, 10 JUL 2018
... closed its Denham Mining Fund at $558 million. The firm says family offices, public and private pension funds, sovereign wealth funds and endowments represented by institutional investors have made third party commitments to the fund. It is now eyeing ...

CBA, ANZ told to clean up superannuation distribution

KANIKA SOOD  |  FRIDAY, 6 JUL 2018
... because of the ASIC undertaking, the bank said. The ASIC investigation comes as a part of its October 2014 Wealth Management Project. It focuses on the conduct of the largest financial advice firms in Australia, identified as NAB, Westpac, CBA, ANZ Macquarie ...

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
The latest innovation in banking and wealth management involves a New Zealand artificial intelligence firm, one of UBS' regional chief investment officers and IBM. UBS has partnered with New Zealand AI company FaceMe to produce a digital version ...

Former NAB adviser permanently banned

HARRISON WORLEY  |  FRIDAY, 8 JUN 2018
... bank accounts in the names of two clients. Eung, the latest person to be banned as part of ASIC's wealth management project, also allegedly withdrew from clients' funds to the false accounts; he then impersonated his clients to access funds in ...

ASIC bans former AMP adviser

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
ASIC's wealth management project has banned a former Charter Financial Planning adviser for five years. Desmond Luplau has copped a five-year ban on the provision of financial services from the regulator for failing to act in the best interests of his ...

Diversity leads growth manager in new direction

DARREN SNYDER  |  TUESDAY, 3 APR 2018
... they are giants of the industry and have the scale to draw more attention to the benefits of women working in wealth management.