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Showing 3341 - 3350 of 9281 results for "wealth"

Perpetual appoints APAC lead

ALLY SELBY  |  MONDAY, 3 FEB 2020
... business development and client director activities, including private equity, real estate, capital markets, trusts, private wealth, corporate secretarial, accounting, tax, human resources and payroll. Prior to his role at Perpetual, Allen was a lawyer ...

Wealth manager makes senior appointment

ALLY SELBY  |  MONDAY, 3 FEB 2020
Embattled wealth manager Evans Dixon has appointed a new chief financial officer and company secretary. Paul Ryan has been promoted to the role, formerly serving as Evan & Partners private capital managing director. In a release, the firm said Ryan ...

Retirement funding system failing: Report

ELIZA BAVIN  |  MONDAY, 3 FEB 2020
... important areas of social and economic policy can be addressed." "Retirees are a large group with significant inaccessible wealth in home equity and major unmet needs in consumption for wellbeing." "By unlocking home equity to improve retirement funding ...

ANZ completes OnePath sale to IOOF

ELIZABETH MCARTHUR  |  MONDAY, 3 FEB 2020
... discontinued operations since 1H18." It noted this transaction also completes ANZ's multi-year strategy to simplify its wealth management business, which began in 2016. "The acquisition of P&I will play a key role in the transformation of IOOF into Australia's ...

AMP confirms executive hire

ELIZA BAVIN  |  MONDAY, 3 FEB 2020
... the company said. Prior to taking on his new position Georgeson served as chief financial officer of AMP's Australian wealth management business and chief financial officer of AMP New Zealand. AMP chief executive Francesco De Ferrari said he was ...

Perpetual to build US distribution

KANIKA SOOD  |  FRIDAY, 31 JAN 2020
... vital stage in the evolution of responsible investing. Investor demand, in part driven by the largest intergenerational wealth transfer in history, regulatory change and greater certainty about the positive correlation between ESG and long-term financial ...

Fidelity backs personality tests

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
... Compass navigators want scaled advice with low fees and often worry about money. They have tight budgets and haven't built wealth. Their relationships with advisers are more likely to be short term and transactional. CoreData managing director Jason ...

K2 appoints head of research

ELIZA BAVIN  |  FRIDAY, 31 JAN 2020
... Group, Westpac, NSW Treasury and UBS (then SBC). K2 chief executive Campbell Neal said: "[Boubouras] brings with him a wealth of experience from both an economic and business background and we are delighted to have the caliber of [Boubouras] join the ...

AMP urged to mediate with advisers

ELIZA BAVIN  |  FRIDAY, 31 JAN 2020
... Commission. She said hundreds of advisers are now bearing the brunt of brutal restructures and fire sales by banks and wealth funds. "We remain concerned about a number of behaviours that may include the conduct of lookback audits, financial planning ...

AMP cuts super fees

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2020
... will help deliver great outcomes for clients. "The reductions reflect AMP's commitment to providing highly competitive wealth solutions which help our clients build wealth for retirement. They follow separate fee cuts for AMP's MySuper products ...