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

Search Results

Showing 311 - 320 of 356 results for "Wealth Management business"

Perpetual rejigs wealth and asset mgmt arms

MICHAEL HOBBS  |  MONDAY, 17 SEP 2007
Listed fund manager Perpetual has restructured its wealth and asset management divisions moulding them into five new units in line with the growing importance of the group's private client business. The five new business units are Australian equities ...

Plan B gets growing in New Zealand

HAMISH MADDEN  |  THURSDAY, 26 JUL 2007
Recently listed Plan B Holdings has shifted its expansion plans into gear with the announcement of an alliance between its subsidiary Partnership Financial Services and New Zealand-based Polson Higgs Business Advisors. Polson Higgs will provide advice ...

Austock appoints new head

Austock Securities has appointed former Garrisons head Michael Farrell as its new head of wealth management and private clients. Prior to joining Austock, Farrell was managing director of Garrisons Pty Ltd, spearheading both the financial planning business ...

NAB Financial Planning appoints new GM

CHRIS NICHOLLS  |  THURSDAY, 5 JUL 2007
NAB has announced Geoff Rogers will take over as general manager of NAB Financial Planning, moving up from head of the retail planning division. Rogers has extensive previous experience at MLC, and headed up wealth management at Bank of New Zealand. ...

Advisers want transparency from licensees

ALEX DUNNIN  |  MONDAY, 7 MAY 2007
Adviser groups charging their franchisees too much is forcing practices to consider switching groups or whether they should set up on their own, said Darren Wise, managing director of Financial Planning Services Australia (FPS). "Some adviser practices ...

Bendigo banks on advice

... staff to gain financial planning skills. The strategy might just entice enough customers with their wealth management business worth around $360 million and accounting for 24 per cent of the group's market capitalisation. Their exposure to the sector ...

Pentafin appoints group CEO

KATE HAGE  |  THURSDAY, 13 JUL 2006
Software systems group Pentafin, provider of administration platform OneVue, has looked internally and appointed a new chief executive officer. Connie Mckeage, chief executive officer of her own advisory business Strategic Advantage and current consultant ...

Fisher Graham Financial locks in new MD

Peter Purpura has been appointed managing director of the newly formed Fisher Graham Financial. Purpura left his role as national business development manager with Equity Trustees to form Fisher Graham Financial with Stephen Sedgman and Sophia Grammenos. ...

Asgard flags plan to step ahead of competitors

... opening speech to more than 500 delegates, St George chief executive Gail Kelly has noted how the bank's wealth management business has rapidly grown with the managed funds business alone growing from less than $5 billion to $35 billion since 1998. But ...

NAB hands Asian life insurance to AXA

... director and group chief executive, John Stewart. Stewart said that the move will not affect the MLC wealth management business in Australia. However, the near half a billion dollars in proceeds will be used as part of the group's total capital management ...