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Showing 1241 - 1250 of 3363 results for "Wealth management"

TAL appoints customer operations lead

KANIKA SOOD  |  WEDNESDAY, 15 AUG 2018
... underwriting is Matt Paterson. He has 15 years' experience in financial services, with a strong focus on wealth management and life insurance. In his most recent role, he was a principal at customer experience company Limebridge Australia. He has ...

Customer data protections progress

DARREN SNYDER  |  WEDNESDAY, 15 AUG 2018
Wealth management firms have an opportunity to set the course around how they better deliver customer-oriented solutions following the Federal Government's release of draft legislation on the Consumer Data Right. The Consumer Data Right is aimed to ...

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% ...

NAB complicated plan service fee issue: Royal Commission

HARRISON WORLEY  |  MONDAY, 13 AUG 2018
... suggested to NAB chief customer officer and former group executive of NAB Wealth Andrew Hagger that the bank's wealth management arm complicated the plan service fee issue among its superannuation funds. "What I want to suggest to you is this. There ...

OneVue and Mercer join forces

JAMIE WILLIAMSON  |  MONDAY, 13 AUG 2018
... fund administrator and platform provider is leveraging Mercer's asset consulting expertise to create Nextplan Wealth Management for advisers within the Nextplan network. The solution - a private label of the OneVue platform - includes a comprehensive ...

NAB CEO apologises over super failures

HARRISON WORLEY, DARREN SNYDER  |  FRIDAY, 10 AUG 2018
... about confronting allegations at the Royal Commission, the NAB chief executive said it was clear the banking and wealth management group had not met the standard it expects. "And I'm sorry for that," Thorburn said. "It's clear in these cases ...

Former advice specialist hired as Zenith analyst

KANIKA SOOD  |  THURSDAY, 9 AUG 2018
... adviser for about six years was hired as a Zenith investment analyst. Then in February, Zenith hired former KRA Wealth Management adviser Dan Cave as an investment analyst. Zenith's research team now has 14 members -- up by four since August last ...

AMP wealth arm leaked $873 million in first half

KANIKA SOOD  |  WEDNESDAY, 8 AUG 2018
AMP's wealth management arm, which includes its superannuation and platform products, saw net outflows of $873 million in the first half of 2018. By comparison, it had recorded net inflows of more than $1 billion in first half of last year. AMP's North ...

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 ...

CBA readies wealth demerger, records $9.2bn cash profit

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
Investors looking to buy Commonwealth Bank's demerged wealth management arm now have a clearer picture about what it looks like - a business which has generated after-tax profit of more than $500 million for the past two years. NewCo, or Commonwealth ...