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Showing 211 - 220 of 356 results for "Wealth Management business"

UBS hands wealth management business to senior staff

MARK SMITH  |  TUESDAY, 26 MAY 2015
... Alain Robert cited increased regulatory and client requirements and operational processes. "UBS' global wealth management business model of providing holistic client advice has become increasingly difficult to fully operate on a sustainable basis in ...

AMP wealth management grows AUM

DARREN SNYDER  |  THURSDAY, 7 MAY 2015
AMP reported an increase in its wealth management business for the first quarter of 2015, seeing assets under management up 6% to $116.1 billion. The rise was attributed to positive investment market movements up to 31 March, 2015. The company also ...

CBA shares down on flat profit

AAP  |  WEDNESDAY, 6 MAY 2015
... investor market. However household deposits rose by more than 10 per cent during the quarter, while CBA's wealth management business increased its funds under administration by seven per cent. The bank said its credit quality remained sound, with arrears ...

SMSF the next frontier for robo advice

DARREN SNYDER  |  TUESDAY, 7 APR 2015
Australia's self-managed super fund market will be the next frontier for robo advice but it is not a threat to financial planners according to a recent report from FinDigital and Ignition Wealth. The report, which reviewed 45 robo advice offerings ...

CommInsure recruits BT exec for head of annuities role

LAURA MILLAN  |  MONDAY, 23 MAR 2015
... investments Greg Ballard said. Lytas joined BT in 2011. Prior to that, he spent five years in ING's Wealth Management business in several roles, including head of product development, where he led a team responsible for the development of retirement ...

Big four banks missing out on customer wealth management

ALEX BURKE  |  TUESDAY, 24 FEB 2015
Australia's biggest banks are struggling to access their customers' wealth management business, according to the latest Roy Morgan Consumer Single Source Survey. The survey showed that all four banks have had difficulty cross-selling wealth management ...

AMP to wind up Genesys licence

LAURA MILLAN  |  TUESDAY, 18 NOV 2014
... their decisions." AMP said in a written statement that it does not expect operating earnings of its wealth management business to be "materially impacted by this change." The announcement follows a number of senior manager departures within Genesys over ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
... position will ensure we have the right infrastructure in place to grow and support advisers and our wealth management business. Atit brings with him great experience and technical expertise that will help drive the success of ClearView. "

AMP doubles wealth management cashflow

JAMES FERNYHOUGH  |  FRIDAY, 24 OCT 2014
AMP's wealth management business has more than doubled its cashflow for the third quarter of 2014 compared to last year's corresponding quarter. AMP saw cashflows of $476 million for Q3 2014, compared to $206 million in Q3 2013. This brings total assets ...

IOOF reports record growth

STAFF WRITER  |  FRIDAY, 22 AUG 2014
... achieved organically, then in late May 2014, IOOF announced the acquisition of financial advice and wealth management business, SFG Australia." Kelaher said that while SFG Australia's financial result is not included in this year's result, it is expected ...