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Showing 3291 - 3300 of 9281 results for "wealth"

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
JBWere has signed an agreement with a cash platform to benefit its 500-strong adviser network. The wealth manager will use Cashwerkz's term deposit and at call solutions via the latter's online marketplace. Cashwerkz's platform has over ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... has hit the ground running, securing the exclusive launch of Milliman's first range of managed accounts. Former Partners Wealth Group general manager Brett Mennie has joined HUB24 as the platform's head of managed portfolios, after a short stint at the ...

IOOF restructures leadership team

HARRISON WORLEY  |  MONDAY, 2 MAR 2020
... chief advice officer. IOOF group general manager of client and process Frank Lombardo will join Oliver and Whereat in the wealth manager's executive leadership team, having been appointed as chief operating officer. The appointments come after Renato ...

Raiz cuts AET amid Sargon saga

ALLY SELBY  |  MONDAY, 2 MAR 2020
... while OneVue sold off shares in Sequoia, recouping $4.36 million after it took control of Sargon's 19% stake in the wealth advice firm. OneVue is also trying to find a buyer for Madison Financial Group, a dealer group acquired by Sargon in 2018.

Industry-made retirement models are self-serving: SCA

ELIZA BAVIN  |  MONDAY, 2 MAR 2020
... retirement income standards. In its submission to the Retirement Income Review (RIR) SCA said existing models pushed by the wealth management sector have serious flaws, making them inappropriate for an increasing number of people. "Existing models overestimate ...

ANZ Australia risk chief exits

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2020
The chief risk officer that fronted the Royal Commission on behalf of ANZ Wealth has resigned from the bank. A spokesperson for ANZ has confirmed the resignation of Kylie Rixon, effective immediately. Rixon was chief risk officer of ANZ Wealth from ...

Challenger recruits Generation Life co-chiefs

KANIKA SOOD  |  FRIDAY, 28 FEB 2020
... role. Prior to joining Generation Life as joint chiefs in January 2018, they worked at CBA as executive managers in the wealth management division, focused on strategy and planning. Foster is a former KPMG management consultant while van der Veen worked ...

Evans Dixon hires former Macquarie chair

KANIKA SOOD  |  FRIDAY, 28 FEB 2020
... and underlying NPATA was $8.8 million (down 41%). The company laid off 123 staff, reflecting 20% of its workforce, across wealth advice, E&P, funds management teams in US and Australia and group teams.

Evans Dixon slashes staff

ALLY SELBY  |  THURSDAY, 27 FEB 2020
Embattled wealth manager Evans Dixon has revealed it fired 20% of its staff, as it reports its underlying earnings were down 22% for the half-year to $20.8 million. The firm cut 14% of its staff in its wealth advice business, 5% of its E&P business ...

Citi appoints head of investment partnerships

KANIKA SOOD  |  WEDNESDAY, 26 FEB 2020
Citi Australia has hired from Westpac to appoint a new head of investment partnerships, tasked with promoting its wealth management business. Keith Miranda was most recently Westpac's head of strategic initiatives, digital and marketing. Prior to this ...