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Showing 1251 - 1260 of 3363 results for "Wealth management"

Weighing the lucrative expat lifestyle

JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
... more disposable income and greater savings than ever before. According to a survey conducted by privately-owned wealth management firm Atlas Wealth Management, 55% of Australian expats have more disposable income and 49% are saving more than when they ...

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
... (including referral fees) - but this should expand to other potentially conflicted payments in financial advice and wealth management. The PIO would then report directly to the board and an obligation to report to ASIC where advice is ignored. The PC ...

XPLAN picks up Lumen integration

HARRISON WORLEY  |  FRIDAY, 3 AUG 2018
... additional proprietary or third-party data. According to IRESS managing director Australia and New Zealand for wealth management Tizzy Vigilante, the oversight function can no longer satisfy its obligations by monitoring advice manually or using a small ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... survey, after research shows a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth and Praemium have all announced substantial managed accounts uptake in recent months In its latest ...

AustralianSuper tax specialist heads to fintech

KANIKA SOOD  |  WEDNESDAY, 1 AUG 2018
A wealth management software provider has hired a senior analyst from AustralianSuper, as it builds out its suite of tax products and their distribution. Elly Grace is joining GBST as a client relationship manager and a tax SME on its tax solutions ...

Diversity underscores wealth manager success

KARREN VERGARA  |  TUESDAY, 31 JUL 2018
The wealth management industry's ability to realise its full potential and social purpose will be underpinned by a diverse workforce and conscious capitalism, according to Pendal chief executive Richard Brandweiner. Brandweiner said the volume of ...

NAB recruits customer executive

KARREN VERGARA  |  MONDAY, 30 JUL 2018
... to2015. This is the second customer executive role the bank has created for NAB Partners, its private banking and wealth management division that services customers with income of $400,000 and investable assets of $1 million outside the family home. ...

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief commercial officer. Davis served nine years at Australian Unity, having joined from Perpetual ...

AMP moves to reset business

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... reductions, the cuts will have no impact on AMP's first half results for 2018 but will impact its FY2019 Australian wealth management investment related revenue by $50 million annualised. Australian wealth management IRR (internal rate of return) will ...

Industry bodies respond to RG97 review

KARREN VERGARA  |  THURSDAY, 26 JUL 2018
... regulation should be reviewed. More than $500 billion is invested through platforms typically owned by banks and wealth management groups, and used by financial planners, he said. "Much of the complexity is driven by the structure of platforms which ...