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Showing 2901 - 2910 of 9279 results for "wealth"

UBS, Insight IM win Future Fund mandates

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... last financial year, helping manage the equities portfolio for the $161 billion Future Fund. According to the sovereign wealth fund's FY20 annual report, UBS won an Aussie equities, developed-market equities and emerging-market equities mandate ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... number of inbound enquiries from advisers looking to change their business models and alliances. The sale of MLC's wealth division to IOOF and AMP's review of its business has instigated several movements. As an example, HFM & Partners and Queensland-based ...

Tax Practitioners Board adds members

ANNABELLE DICKSON  |  MONDAY, 19 OCT 2020
... committees, the ATO not-for-profit Stewardship Group and the Advisory Committee for the Board of Taxation. Stephens has a wealth of tax experience and is the managing partner of BDO in Hobart and was previously the managing director of Horwarth Tasma ...

Acting AMP Australia chief joins FSC board

ELIZABETH MCARTHUR  |  MONDAY, 19 OCT 2020
... Board. Vernon joined AMP in 2009 and has held several senior and executive roles. He was appointed managing director of AMP Wealth Management New Zealand in January 2017, and became chief executive in February 2019. He has also held positions with AMP ...

BT cuts Wealth Connect

ALLY SELBY  |  FRIDAY, 16 OCT 2020
BT has proposed changes to its Wealth Connect business which could see at least 38 roles become redundant, as Westpac continues to review its wealth platform, superannuation, investments and insurance businesses. BT's Wealth Connect team provides ...

Wingate adds to property platform

ELIZA BAVIN  |  FRIDAY, 16 OCT 2020
... opportunities that will present themselves in the years ahead," Harrison said. "Farley is a recognised industry leader with a wealth of experience in the market, and we are delighted to welcome him to Wingate." Farley said he was excited to take on the ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
... helping the affordability problem. "My feeling is that as an industry the dynamics are changing. We've got the banks out of wealth... We've got two institutions in AMP and IOOF left," he said. While Whereat acknowledged that the big banks getting out ...

Australian Unity launches new fund

ELIZA BAVIN  |  THURSDAY, 15 OCT 2020
... preventative and remedial healthcare and health associated businesses and assets." Chief investment officer, Australian Unity Wealth & Capital Markets, Joe Fernandes said the fund will draw on Australian Unity's breadth of expertise and long-established ...

Neuberger Berman bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 15 OCT 2020
... intermediary distribution Matt Thompson said he is excited for Wallis to join the team. "Zac's established experience and wealth of industry knowledge will be of value as we continue to solidify our presence in the Australian intermediary market," he ...

Stephen Jones admits to anti-life insurance bias

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
At the Association of Financial Advisers annual conference, shadow minister for financial services Stephen Jones outlined Labor's vision for financial advice and admitted to apprehension on life insurance. Jones said, referring to the ASIC review ...