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

Search Results

Showing 1231 - 1240 of 3363 results for "Wealth management"

UBS shutters UK robo platform

KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... the UK in October 2016, making it first available to employees and some clients. Soon after it launched, UBS Wealth Management global head of offering management and advice process management Claudius Sutter said "we don't consider UBS SmartWealth a ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
Morgan Stanley Wealth Management was caught by ASIC for falsely claiming it was independent. According to the regulator, Morgan Stanley made a claim in an ASX announcement released by Praemium in June that its services included an independent advice ...

CountPlus resumes dividend payments

HARRISON WORLEY  |  MONDAY, 27 AUG 2018
... of a two-year transformation period, resuming dividend payments in the process. In a release, the diversified wealth management firm announced it had resumed dividend payments, with a 1 cent dividend to be paid. The business also reduced its liabilities ...

Senior Rainmaker executive to join BlackRock

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... Rainmaker in 2009 and in his role elevated Rainmaker's reputation as a leading provider of superannuation and wealth management information. Alshawa was instrumental in the development of Rainmaker Live, the company's new software-as-a-service ...

Industry fund adds new talent

JAMIE WILLIAMSON  |  FRIDAY, 24 AUG 2018
... has appointed Athena Efstratiadis to lead its compliance function. With more than 25 years' experience in the wealth management sector, Efstratiadis has previously held roles with Rabobank, ING Australia, MLC and AMP. She brings a "comprehensive understanding ...

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
Diversified financial services firm ClearView increased underlying net profit after tax (NPAT) in its wealth management and life insurance arms during FY18, however financial advice earnings dropped. Releasing its FY18 results yesterday, ClearView said ...

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 ...

AMP names new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
... change at AMP. He described De Ferrari as an outstanding leader with a strong track record in international wealth management and extensive experience in redesigning business models to drive turnaround and growth. "Francesco is a proven change agent ...

IOOF adds advice GM

JAMIE WILLIAMSON  |  MONDAY, 20 AUG 2018
... IOOF's existing teams. To support the significant increase in advice capabilities, IOOF has created a new wealth management structure designed to maximise efficiencies in delivering advice, group general manager of wealth management Renato Mota said. ...

Advisers can help democratise philanthropy

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... changes in the philanthropic sector that present business development opportunities for the financial advice and wealth management industries, according to an expert. State Street Global Advisors SPDR head of practice management Brie Williams said women ...