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Showing 1261 - 1270 of 3363 results for "Wealth management"

Future of superannuation leads FSC Summit

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
... arrangements, fewer accounts, and greater demand for needs-based insurance. This was a key message from PwC asset and wealth management leader Craig Cummins as he opened the Financial Services Council Summit in Melbourne this morning. Setting the tone ...

Ex-industry super fund chief joins robo-adviser

JAMIE WILLIAMSON  |  MONDAY, 23 JUL 2018
... executive Patrick Garrett said. "Danielle has a very nuanced understanding of how robo-advice complements the wealth management landscape in Australia, and her expertise brings even greater depth to our board of directors." Press is the former chief ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... clients by providing alternative platform solutions. With three of the four major banks in Australia exiting wealth management in various forms, and BT and Macquarie Bank ceasing grandfathered commissions, HUB24 said it anticipates such changes will ...

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
... million Australians sought financial advice in the 12 months to May, accounting for more than 27% of the total wealth management market. In its latest report, Roy Morgan has found that 1.96 million Australians have seen a financial adviser to purchase ...

Infocus grows executive lineup

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
Two senior Australian Unity executives have joined the leadership team of Infocus Wealth Management. Australian Unity's head of investment research Jeff Mitchell has been appointed to the newly created role of chief investment officer at the dealer ...

SMSF administrator chief joins advice firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... Olivia Long has been appointed managing director, strategy and operations within Prime Financial Group's wealth management and superannuation business. She will be primarily responsible for the development and delivery of Prime's products and ...

MLC announces new chief executive

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... from global investment manager Janus Henderson where he was head of Pan-Asia. Thorburn added: "The core MLC wealth management business is strong with great growth prospects and I am confident Geoff will not just assist in a successful transaction but ...

AMP claims director exits

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... merger of AMP and AXA Asia Pacific in 2011. He was responsible for the distribution of AMP's insurance, wealth management and banking products to financial advisers. Wyatt spent 25 years at AXA both in Australia and the UK, and was general manager ...

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 ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... billion in funds under management. Its partnership with JBWere was extended for two years to continue to provide wealth management portfolio technology solutions. In June, Praemium set out to sell its Smartfund range of funds directly to the United Arab ...