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Showing 3101 - 3110 of 9281 results for "wealth"

Marianne Perkovic to depart CBA

ALLY SELBY  |  TUESDAY, 23 JUN 2020
... division's clients. Perkovic spent more than a decade with the bank, and faced heated scrutiny when representing its wealth management arm during the Royal Commission. During her testimony, she admitted the bank's financial advice subsidiary ...

Administrators appointed to IPO Wealth

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUN 2020
Voluntary administrators have been appointed to IPO Wealth, one of the main investment vehicles for embattled Mayfair 101. Darryl Kirk, Barry Wight and Rachel Burdett of turnaround and restructuring advisory firm Cor Cordis have been appointed as voluntary ...

ASIC sues CBA, CFS over RC case

HARRISON WORLEY  |  TUESDAY, 23 JUN 2020
ASIC is taking Commonwealth Bank and its wealth arm, Colonial First State, to task over $22 million in conflicted remuneration issues which it alleges ran up until June 30 last year. The corporate regulator has sued CBA, and the investment arm of its ...

COVID-19 dampens retirement expectations: Study

ALLY SELBY  |  MONDAY, 22 JUN 2020
... superannuation crushed by market volatility," Rady said. "Some do not have enough time left in the workforce to rebuild their wealth."

Chief economist update: Victoria's Cinderella moment

BENJAMIN ONG  |  MONDAY, 22 JUN 2020
... balance between unemployment and inflation - the coronavirus presents policymakers a chicken and egg dilemma. Health before wealth or vice-versa. Wealth before health. This is underscored by Australian Industry Group's (AiG) chief executive Innes Wilcox ...

Australia lagging on robo-advice

HARRISON WORLEY  |  FRIDAY, 19 JUN 2020
... continue refining their offerings - specialist fintech providers are getting better at being banks, while the established wealth brands are getting better at becoming fintech firms," Peker said. "Powerhouses like Vanguard, Schwab, E*TRADE, and Fidelity ...

Vanguard adds to Aussie executive lineup

ALLY SELBY  |  FRIDAY, 19 JUN 2020
... experiences." Prior to his role with Vanguard, Gopal spent eight years with ANZ, where he held senior roles across its wealth and private banking functions. Previously, he has worked with SMS Management and Technology, NAB, Victoria's emergency services ...

Euroz, Hartleys to merge

JAMIE WILLIAMSON  |  FRIDAY, 19 JUN 2020
... Andrew McKenzie said. "Hartleys has an excellent reputation as a leading stockbroker, corporate finance, institutional and wealth management business," he said. "Combining our firms will create a dominant Western Australian based financial services company ...

BNP Paribas appoints APAC custody lead

JAMIE WILLIAMSON  |  FRIDAY, 19 JUN 2020
... increased its assets under custody in the region over the last six years by an average of 18% annually. "Franck brings a wealth of client and operations experience to this important role in charge of one of our fastest-growing regions. Under his leadership ...

Platform prototypes compliance capability

ALLY SELBY  |  THURSDAY, 18 JUN 2020
... money is invested according to their risk profile, or whether a fee structure is appropriate for the size of a client's wealth, Younger explained. The data is then used to generate data visualisations and reports, enabling licensees to see any discrepancies ...