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Showing 1271 - 1280 of 3363 results for "Wealth management"

BetaShares hires institutional executive from BlackRock

KANIKA SOOD  |  TUESDAY, 10 JUL 2018
... distribution team here. Prior to this, he worked in various roles at BlackRock US, including the iShares private wealth management and capital markets. In his new role, Annan will be responsible for leading BetaShares' activities with institutional ...

IMAP to recognise managed accounts excellence

JAMIE WILLIAMSON  |  TUESDAY, 10 JUL 2018
... and deserve to be recognised." The winners are to be determined by an independent panel including Macquarie Wealth Management head of managed accounts Mark Oliver and former AMP head of research Brad Mathews. The awards will be presented at an event ...

AMP sales director retires

JAMIE WILLIAMSON  |  MONDAY, 9 JUL 2018
... the 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 ...

Wealth manager appoints private wealth lead

JAMIE WILLIAMSON  |  MONDAY, 9 JUL 2018
A diversified financial services and legal firm appointed a former HSBC head of wealth management to lead its private wealth business. Sydney-based Aura Group is welcoming Andrew Coloretti to the role of executive director, private wealth. Bringing ...

CBA, ANZ told to clean up superannuation distribution

KANIKA SOOD  |  FRIDAY, 6 JUL 2018
... insurance because of the ASIC undertaking, the bank said. The ASIC investigation comes as a part of its October 2014 Wealth Management Project. It focuses on the conduct of the largest financial advice firms in Australia, identified as NAB, Westpac ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... currently in the thick of disposing financial planning units. Commonwealth Bank is the latest to demerge from wealth management. Under the CFS Group - Colonial First State, Colonial First State Global Asset Management (CFSGAM), Count Financial, Financial ...

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
The latest innovation in banking and wealth management involves a New Zealand artificial intelligence firm, one of UBS' regional chief investment officers and IBM. UBS has partnered with New Zealand AI company FaceMe to produce a digital version ...

Macquarie axes grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
Macquarie will axe the payment of grandfathered commissions to financial advisers working within its wealth management division. Following BT Financial Group's lead, Macquarie has said it will discontinue the practice of advisers within its private ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... wealth manager with about $1.2 billion in funds under management is Praemium's newest client. Broking and wealth management firm Hartleys will manage its client portfolios using Praemium's reporting and administration platform, with the deal ...

Prime Financial boosts wealth focus

KARREN VERGARA  |  TUESDAY, 3 JUL 2018
Prime Financial Group is ramping up its wealth management focus and stepping away from minority interests in accounting firms. The ASX-listed firm said this is part of a strategy to increase its exposure in wealth management by concentrating on its ...