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Showing 3051 - 3060 of 9279 results for "wealth"

Class launches Xplan integration

ALLY SELBY  |  WEDNESDAY, 22 JUL 2020
... enable financial advisers and accountants to seamlessly share a single, consistent and up to date view of their client's wealth, across both SMSF and non-SMSF entities. Class believes the integration will save advisers and accountants up to four hours ...

Bezos adds billions

ELIZA BAVIN  |  WEDNESDAY, 22 JUL 2020
... day marking the largest single day jump for an individual, according to the Bloomberg Billionaires Index. The spike in wealth was due to a near 8% spike in Amazon shares, due to people flocking to the online retailer as a result of the COVID-19 pandemic ...

Xinja dabbles in US stocks

ANNABELLE DICKSON  |  WEDNESDAY, 22 JUL 2020
... and the option to buy a portion of a share, which we hope opens up markets and investing to people who want to grow their wealth over the long term," he said. "Many US-listed companies' shares trade at very high prices, which locks a lot of people ...

Almost 2000 advisers gone so far in 2020

ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... Hillross Financial Services lost 40. It lost even more advisers than ANZ which lost 134 of its 318 as the big bank exited wealth altogether. IOOF, which acquired ANZ's wealth business, added one adviser total over the six month period. The data does ...

Chief economist update: Haste makes Budget waste

BENJAMIN ONG  |  TUESDAY, 21 JUL 2020
... be, the government is now extending its spending on JobKeeper and JobSeeker programmes for another six months to preserve wealth. For sure, this would mitigate a sharper contraction in the Australian economy but at the price of putting the budget deeper ...

Six Park eyes advisers, appoints head

KANIKA SOOD  |  MONDAY, 20 JUL 2020
... worked across AustralianSuper, BT Financial Group, Westpac and Mariner Funds Management. "More and more adviser groups and wealth management firms are seeking efficient ways to implement digital investment solutions, so the timing of Ms Ford's appointment ...

Specialist platforms prosper in June quarter

ALLY SELBY  |  MONDAY, 20 JUL 2020
... opportunities. The specialist provider also added 20 new managed portfolios to its menu during the quarter, including ClearView Wealth portfolios, Australian share portfolios and diversified ETF portfolios. High net worth specialist Powerwrap also released ...

FSC appoints four to board

ALLY SELBY  |  MONDAY, 20 JUL 2020
... Investors ANZ managing director Elizabeth Hastilow have been appointed to the FSC board. The board is made up of the country's wealth management business leaders, including MLC Wealth chief executive Geoff Lloyd, Mercer chief executive David Bryant ...

NAB Private Wealth bolsters executive team

ANNABELLE DICKSON  |  MONDAY, 20 JUL 2020
After losing Anthony Healy in March and Jason Murray earlier this month, NAB Private Wealth has announced new five appointments to its executive team in a new structure. The appointments will report directly to JBWere chief executive and leader for ...

Perpetual top brass cop six-month pay cuts

KANIKA SOOD  |  FRIDAY, 17 JUL 2020
... its adviser-channel pull out net $400 million, split evenly across Australian equities and cash/fixed income. The private wealth business had $14.3 billion in funds under advice, which is 8% higher than March quarter (mostly market bounce-back also some ...