Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 131 - 140 of 484 results for %22ANZ Wealth Australia%22

Fees for no service remediation passes $250 million

DARREN SNYDER  |  WEDNESDAY, 8 AUG 2018
... Updating the financial services industry and consumers on its oversight of fees for no service remediation, ASIC said AMP, ANZ, CBA, NAB and Westpac have now paid or offered customers $222.3 million in refunds and interest for failing to provide advice ...

IOOF continues organic growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
... Executor Trustees become the largest compensation trust provider in the nation. Kelaher added that the addition of ANZ Wealth's pension and investments business will add to this in future and flagged further M&A activity to come, saying: "There's certainly ...

NAB recruits customer executive

KARREN VERGARA  |  MONDAY, 30 JUL 2018
... 2010 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. ...

Australian Unity expands investment bond offering

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... business. He reports directly to executive general manager of advice, Matt Brown. Brown was appointed in May, joining from ANZ where he was chief executive of its dealer group subsidiaries Millennium3 and Financial Services Partners. Brown was head of ...

Macrovue appoints ANZ Wealth executive

KANIKA SOOD  |  FRIDAY, 20 JUL 2018
The AMP-backed investment fintech has appointed a chief marketing officer from ANZ Wealth, and is expected to make more hires in its sales and marketing teams over the next sixth months. Macrovue's new chief marketing officer is Scott Spencer. He ...

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
... to seek advice. More than a third of advised clients bank with Commonwealth Bank (34.6%), which is significantly more than ANZ (23.9%), Westpac (23.4%) and NAB (20.7%). While they don't necessarily use their bank for financial advice, Roy Morgan notes ...

CBA, ANZ told to clean up superannuation distribution

KANIKA SOOD  |  FRIDAY, 6 JUL 2018
An ASIC investigation alleges Commonwealth Bank and ANZ branches offered superannuation products to customers at the end of general fact-finding processes, which the customers may have mistaken as "personal" advice rather than "general" advice. Commonwealth ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... early May it will sell off MLC Advice, along with its platform, superannuation and asset management units. In October 2017, ANZ offloaded its pension and investments arm and four aligned dealer groups under the OnePath brand to IOOF Holdings. RI Advice ...

Advisory and wealth firm appoints chief

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
... served in the Australian Army. Sacre's 25 years' experience in banking and financial markets include senior roles with ANZ, Commonwealth Bank, the Bank of Sydney, the AME Group, NAB, JP Morgan and HSBC. He's also worked in financial markets ...

ABA appoints deputy chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... Suncorp's chief executive officer, banking and wealth in September 2016. His 25-year-long career is divided between Suncorp and ANZ. At Suncorp, he worked in roles including chief financial officer, banking and wealth; executive general manager (EGM) ...