Search Results | Showing 141 - 150 of 285 results for %22Wealth Management Project%22 |
| | ... how the industry has operated over the past five years. The report is part of the regulator's broader Wealth Management project covering the financial advice provided by Australia's largest financial institutions - AMP, ANZ, CBA, NAB, Westpac and Macquarie. ... |
| | | ... A global provider of life insurance claims software entered into a strategic partnership with an Australian wealth management consultancy. FINEOS, which services clients including AMP, CommInsure, Macquarie, ANZ, TAL and Westpac, has joined up with wealth ... |
| | | ... percentage of those investing in ETFs via an SMSF decreased from 45% to 13%. Investment Trends head of research (wealth management) Recep Peker said this shows that millennial investors are expected to be a significant driver of future ETF growth. "2016 ... |
| | | ... financial products and how these products are designed, disclosed and marketed. In the coming months, ASIC's Wealth Management Project will focus on improving the standards of major financial advice providers in regards to quality of advice and remediation. ... |
| | | Brisbane-based wealth management company Collins Mann Financial Management released an app which they say will keep financial planners honest. In an interview with Financial Standard, Collins Mann Financial Management (CMFM) co-director Mark Collins ... |
| | | ... Fund. The previous RE for these products was Equity Trustees (EQT). The move follows PIMCO internalising its wealth management distribution facilities in 2015; as with the RE functionality, distribution was also previously handled by EQT. 8. PE firm ... |
| | | Wealth management and mortgage broking firm N1 Holdings expanded its distribution footprint with eight new hires after acquiring 23 Sydney rental properties. The new distribution, sales and marketing team have joined N1 from property sales and project ... |
| | | ... team in September and October, with the goal of "more clearly [defining] management of the businesses within trustee and wealth services (TWS) and [simplifying] a number of operational functions." As a result of the changes, TWS executive general manager ... |
| | | ... financial officer. Prior to that, he held multiple senior roles at MLC over 14 years, including chief executive wealth management, Europe, chief executive MLC Building Society and general manager Y2K Project. "Paul Rogan has made a significant contribution ... |
| | | ... market loss related to investments. Bishop is the 22nd financial adviser to be banned as part of ASIC's Wealth Management Project, targeting the country's largest financial advice firms. |
|