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Showing 1211 - 1220 of 3363 results for "Wealth management"

Superannuation ripe for blockchain

HARRISON WORLEY  |  MONDAY, 15 OCT 2018
... industry will want more clarity around blockchain applications before it jumps in. Bravura Solutions global head of wealth management product Michelle Lusty says blockchain and DLT will find success in wealth management once they begin to offer a compelling ...

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... businesses IOOF acquired from ANZ, a transaction that was finalised this week. IOOF group general manager of wealth management Renato Mota said Kellett's 20 years of financial services experience made him ideal for the job. "We are pleased to bring ...

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... Advisers named the recipient of the 2018 Excellence in Education Award. Felicity Cooper of Queensland-based Cooper Wealth Management has been recognised for her commitment to professional development via continuing education and making a difference in ...

CBA to refund dead customers, grandfathered commissions

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... grandfathered commissions charged to clients of Commonwealth Financial Planning. Taking further action to improve its wealth management business, CBA has announced it will be reviewing advice fees charged to deceased estates across all its advice licensees ...

Schroders, Lloyds mull wealth venture

KARREN VERGARA  |  TUESDAY, 9 OCT 2018
Global investment manager Schroders is in talks with Lloyds Banking Group Plc to take on the wealth management sector in the UK. A Schroders spokesperson confirmed that Schroders "is in discussions with Lloyds Banking Group plc with a view to working ...

Analysts await next Magellan move

KANIKA SOOD  |  TUESDAY, 9 OCT 2018
... said. For sell-side analysts at the investment banks, Magellan remains a promising bet among the ASX-listed wealth management companies. J.P. Morgan analysts, led by Russell Gill, don't believe the "management merry-go-round" to be a considerable ...

Bank cross-selling success declines: Research

KANIKA SOOD  |  MONDAY, 8 OCT 2018
... than a third of their customers' share of wallet (total financial services spending including savings, loans or wealth management products). That share has fallen in the last four years, with NAB seeing the greatest loss of 3.7% bringing its share to ...

Netwealth releases adviser toolkit

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
Netwealth has launched a free open-source toolkit that wealth management businesses can leverage for innovation workshops in their offices. The first release focuses on customer experience and journey. The netwealth customer Journey Map workshop puts ...

IOOF appoints dealer group chief

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
... businesses IOOF acquired from ANZ; a transaction that was finalised this week. IOOF group general manager of wealth management Renato Mota said Kellett's 20 years of financial services experience made him ideal for the job. "We are pleased to bring the ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Private Wealth and Wotherspoon Wealth are nominated for the FPA Professional Practice of the Year Award. Cooper Wealth Management's Felicity Cooper, James O'Reilly of Northeast Wealth and Sandra Slattery of Commonwealth Financial Planning have been named ...