Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 3111 - 3120 of 9280 results for "wealth"

SSGA model portfolios land on HUB24

HARRISON WORLEY  |  WEDNESDAY, 17 JUN 2020
... said the addition of the firm's ETF model portfolios to HUB24 reflected advisers' shift from investment professionals to wealth coaches, which requires advisers to reallocate their time to the client. By outsourcing some of their investment management ...

Schroders nabs Mercer product boss

HARRISON WORLEY  |  WEDNESDAY, 17 JUN 2020
... Investments as a product manager, spending about seven years at the firm from 2005. She joined the firm following stints as a wealth management technical analyst at MLC and an e-commerce technical and client service manager at Commonwealth Bank. Separately ...

Financial services demands more mental health support

HARRISON WORLEY  |  WEDNESDAY, 17 JUN 2020
... health and wellbeing training for the employees of financial services firms, according to SuperFriend. New analysis by the wealth management industry's mental health partner reveals a "marked increase" in demand for the organisation's support since government-mandated ...

Pessimism strikes Australia, US optimistic

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
... the second half despite high levels of concern about volatility. Financial professionals, including investment advisers, wealth managers, broker/dealers, and financial advisers, expect US stock returns to climb back from steep losses to finish the year ...

Mayfair to drop use of platinum

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
... the use of specific words and phrases in its advertising. Most recently receivers were appointed to Mayfair 101's IPO Wealth, with Mayfair slamming the decision by the trustee. Vasco Trustees Limited, the trustee of IPO Wealth, advised that on 22 ...

The secret to neutralising sequencing risk

ALLY SELBY  |  TUESDAY, 16 JUN 2020
... And they got very stressed," Rachcoff said. Investors should instead focus on real return strategies designed to defend wealth, he said. "Ideally the pre-retiree and retired investors would have a portfolio that can perform well in a bull market phase ...

Fidelity launches sustainable fund

ALLY SELBY  |  TUESDAY, 16 JUN 2020
Fidelity International has launched a new sustainable fund in Australia, set to provide investors with a source of diversification through its investment in a relatively unexplored sector. The Fidelity Sustainable Water and Waste Fund will deliver risk ...

SuperFriend refreshes leadership

HARRISON WORLEY  |  MONDAY, 15 JUN 2020
An AustralianSuper group executive has been added to the leadership of the wealth management industry's mental health partner, SuperFriend. AustralianSuper group executive of membership Rose Kerlin has joined the board of SuperFriend, following the ...

Senator remains firm on FASEA extension

ELIZABETH MCARTHUR  |  MONDAY, 15 JUN 2020
Senator Rex Patrick, whose amendment to Treasury Bill Number 3 meant that the FASEA extensions hit a snag, is not backing down. The senator defended his amendment in an email to a financial advice association. "I added a schedule to the bill. Despite ...

HESTA adds to operations team

ALLY SELBY  |  FRIDAY, 12 JUN 2020
... data framework and investment operating platform. HESTA chief operating officer Stephen Reilly said Jordan would bring a wealth of experience to the super fund. "Robust technology and data systems underpin HESTA's continued focus on delivering strong ...