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Showing 3261 - 3270 of 9281 results for "wealth"

Volatility hits super funds

HARRISON WORLEY  |  TUESDAY, 17 MAR 2020
... said. "Some Australian equities funds have fared better than others." Ross pointed out CFS' results were based on the wealth manager's latest unit pricing, which does not include administration fees, while AustralianSuper's results are based ...

FASEA rethinks CPD, provides exam update

ELIZABETH MCARTHUR  |  TUESDAY, 17 MAR 2020
... reconsider its CPD requirements during the pandemic with many CPD-earning events have been cancelled. Australian Unity Wealth strategic wealth adviser Adrian Hanrahan shared an email he had sent to FASEA chief executive Stephen Glenfield asking whether ...

Former ANZ Wealth investment chief exits

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2020
The former chief investment officer for ANZ Wealth has left the business as part of the extensive job losses announced last week. Financial Standard understands Mark Rider, ANZ Wealth's chief investment officer since March 2017, has left the business. ...

Citi to expand local securities team

HARRISON WORLEY  |  MONDAY, 16 MAR 2020
... Miranda as its new head of investment partnerships. Miranda's new role will see him responsible for promoting Citi's wealth management business, which sits within its retail banking arm. In 2019, the division grew its assets under management ...

Hermes handbags an emerging asset class for UHNWs

KANIKA SOOD  |  FRIDAY, 13 MAR 2020
... investment portfolios to collectables, higher than their allocations to gold or precious metals at 3%, according to the Wealth Report Attitudes Survey 2020. The leading asset classes for the rich are still property (27% allocation), equities (23%), fixed ...

National Stock Exchange names new chief executive

ALLY SELBY  |  THURSDAY, 12 MAR 2020
... yesterday. However, he will remain a non-executive director of the exchange. In the release, Karantzis was heralded for his wealth of experience and education. "John holds academic qualifications in engineering (University of Western Australia), law ...

ATO cracks down on HNWs

ELIZA BAVIN  |  THURSDAY, 12 MAR 2020
... Taxation Office has announced it will be expanding its Tax Avoidance Taskforce and introducing a new program targeting high wealth private groups. The ATO said in the 2016-17 financial year high wealth individuals and groups avoided paying around $770 ...

MLC Asset Management appoints fixed income head

KANIKA SOOD  |  THURSDAY, 12 MAR 2020
... outstanding contribution to the business, and congratulate Mark on his appointment." NAB is currently looking to offload MLC Wealth under the leadership of Geoff Lloyd but last month said its exit may be delayed beyond this financial year due to a challenging ...

Advisers too time-poor for cash management

HARRISON WORLEY  |  THURSDAY, 12 MAR 2020
... and stockbroking, including 450 independent and dealer group aligned advisers, and shows 87% of advisers believe their wealth needs of their clients need to be viewed holistically to consider issues of cash flow and lifestyle. However, many advisers ...

Early access to super scheme results in permanent ban

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 MAR 2020
... hit Goldenberg with a permanent ban from providing financial services and cancelled the AFSL of his company Concentric Wealth Management. He was found to have failed to provide appropriate advice to a client and he failed to declare a conflict of interest. ...