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| | ... our members," said Harrison. "Anthony's experience leading cross-functional teams across superannuation, wealth management, insurance, and financial planning has provided him with valuable insights, which will benefit our team, and ultimately our ... |
| | | ... strategy and Pendal's Fixed Interest strategy respectively which contributed to Group net outflows." Meanwhile, wealth management's total funds under advice (FUA) were $18.5 billion as at June 30. Net inflows were $0.1 billion, with continued contributions ... |
| | | GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ... |
| | | The wealth management sector is at a critical juncture, confronting declining fees and escalating compliance costs, according to Citigroup research. Accordingly, the Citi Disruption and Transformation in Wealth report suggested a need for wealth managers ... |
| | | ... investments businesses. While the search is conducted, AMP director of transformation and investments, Australian wealth management Jason Sommer will act as the lead until the permanent position is filled. Both AMP chief investment officer Anna Shelley ... |
| | | ... experience and capability to ensure Praemium is positioned to realise the full potential of the market opportunity in wealth management platform and related services for Australia's leading financial advisers and their clients," Wamsteker said. |
| | | ... their top clients more than 10 times per year achieved a 114% uplift in profitability. Iress chief executive of wealth management Harry Mitchell said the results show that the advice industry has been improving across several measures, despite prevailing ... |
| | | The asset and wealth management industry is set to undergo seismic change in the coming years, according to a new report by PwC. The report, which surveyed 500 asset managers and institutional investors, forecast that 16% of asset and wealth management ... |
| | | ... outcomes. "His background and broad financial services experience, which spans advice, lending, broking and wealth management, also positions him strongly to offer support to our collective of accounting and advisory firms," he said. Earlier in the year ... |
| | | ... determine the full effect of the judgment and its next steps". "AMP will provide an update in due course," the wealth management firm said. The BOLR changes sprung by AMPFP left many of its advisers up in arms, claiming that they were reassured by executives ... |
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