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Showing 251 - 260 of 616 results for "Wealth manager"

Long-time IOOF director steps down

HARRISON WORLEY  |  WEDNESDAY, 19 FEB 2020
A member of IOOF's board has stepped down after a decade and a half as a director of the wealth manager. IOOF has announced the retirement of former PWC partner Jane Harvey, who steps down from the board after 15 years. However her retirement is set ...

Tough times continue for AMP

ELIZA BAVIN  |  THURSDAY, 13 FEB 2020
... Ferrari's remuneration. It has also announced the resignation of its chief risk officer. The country's largest wealth manager reported losses across the board in its FY19 results citing a challenging environment in Australian wealth management for the ...

Magellan cracks $100 billion

KANIKA SOOD  |  THURSDAY, 6 FEB 2020
... institutional investors are from overseas. It's a shift that started in late 2011, when Magellan picked up UK wealth manager St James Place as a client. It's still a client and in fact, Magellan's biggest insto one, Casarotti says. Performance ...

Perth advice firm folds

KANIKA SOOD  |  TUESDAY, 4 FEB 2020
A Perth-based financial advice firm had to call in liquidators, with its directors blaming a 30% fall in its business revenue after the Royal Commission among other reasons. WA Wealth Managers (and WAWM Holdings Pty Ltd, as the main related firm) was ...

Robo-advice to be worth US$1.4 trillion

ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
The value of robo-advice will surpass the US$1.4 trillion mark in 2020, according to new research. LearnBonds.com is predicting robo-advice will become worth US$1.4 trillion globally, jumping by 47% year on year. By 2023, it predicts assets managed ...

Former dealer group chief to lead Australian Ethical

HARRISON WORLEY  |  TUESDAY, 4 FEB 2020
... executive of Centric Wealth Management. He also led AMP's life insurance business in New Zealand, as well as the wealth manager's local marketing efforts.

Wealth manager makes senior appointment

ALLY SELBY  |  MONDAY, 3 FEB 2020
Embattled wealth manager Evans Dixon has appointed a new chief financial officer and company secretary. Paul Ryan has been promoted to the role, formerly serving as Evan & Partners private capital managing director. In a release, the firm said Ryan ...

Wealth manager promotes from within

ALLY SELBY  |  THURSDAY, 30 JAN 2020
The Adelaide-based arm of an accounting and advisory firm has promoted a long-term staff member to managing principal. Ben Brazier will take over the reins as managing principal at Pitcher Partners Adelaide for 2020, after 23 years with the firm, 17 ...

Job boom expected in 2020

JAMIE WILLIAMSON  |  MONDAY, 20 JAN 2020
Close to a third of wealth management organisations are looking to boost staff numbers this year, with sales roles expected to be most in demand. According to new figures from Super Recruiters, 32% of wealth management organisations expect to hire more ...

Geared super funds hit jackpot

HARRISON WORLEY  |  FRIDAY, 10 JAN 2020
... the performance tables. Colonial First State options took out the first eight positions in the top 10, with the wealth manager's FirstChoice Wholesale Pension Geared Share option achieving a 68.6% net return for the 12 months to November. On a three-year ...