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Showing 3211 - 3220 of 9281 results for "wealth"

FSC appoints deputy chief executive

ALLY SELBY  |  TUESDAY, 14 APR 2020
... during the current period and into the future." The FSC has over 100 members representing Australia's retail and wholesale wealth management businesses, which Loane said had all done their part in assisting Australians during the COVID-19 crisis. "Our ...

COVID-19 damage to stretch several quarters: Natixis IM

ALLY SELBY  |  TUESDAY, 14 APR 2020
... Australia, 6394 people have been diagnosed with COVID-19, while the country's death toll has hit 61. Investors are betting their wealth on the belief that infection rates are slowing, Natixis chief market strategist Dave Lafferty said. "Global equities ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... looking for those things that give me an edge and make it easier for me to deliver results for my clients." Davis uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client ...

Trading platforms see record use

HARRISON WORLEY  |  THURSDAY, 9 APR 2020
... self-directed investors moved to protect their portfolios from the crisis' economic fallout. Investment platform Self Wealth released its quarterly results earlier this week, which revealed an accelerated growth of traders on the platform, to the ...

Will COVID-19 kill the balanced option?

ELIZABETH MCARTHUR  |  THURSDAY, 9 APR 2020
... "conservative" are not so clearly defined that the average Australian with a super account really knows what to expect. Core Private Wealth director Trevor Geffin agrees and sees many balanced options in super that he thinks could be serving consumers ...

ClearView promotes resilience

HARRISON WORLEY  |  THURSDAY, 9 APR 2020
... impacts on the delivery of key projects and reduced sales, elevated lapses and the suspension of premiums. According to the wealth manager, its regulatory capital "appears resilient" to each scenario. "These will continue to be closely monitored and ...

Wall Street rally runs out of steam

ALLY SELBY  |  WEDNESDAY, 8 APR 2020
... reflecting the higher levels of volatility and uncertainty," Doyle said. D'Amato said investors are trying to bet their wealth on whether things will get better or worse. "Markets are trying to be pre-emptive, but we have a strong barometer coming ...

Perpetual executive jumps to Xplore

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
Xplore Wealth has hired from Perpetual's executive team for its new head of product. Neil Gellett has been appointed to the role, after close to five years in the same position at Perpetual. Prior to Perpetual Gellett worked at BT Financial Group, holding ...

ASIC winds up three financial services companies

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... financial advice businesses. The Federal Court of Australia in Melbourne handed down the orders to wind up Australasia Wealth Services and Management (AWSM), Marigold Falconer International and My Wealth Adviser. On 20 February 2020, ASIC applied to ...

CBA appoints chief economist

ALLY SELBY  |  TUESDAY, 7 APR 2020
... managing director and head of global markets research at CBA. Prior to this role, Halmarick worked with the bank's private wealth business Colonial First State Global Asset Management, where he spent eight years as its chief economist. Earlier in ...