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Showing 3451 - 3460 of 9281 results for "wealth"

New advice groups detrimental to consumers

HARRISON WORLEY  |  MONDAY, 18 NOV 2019
The co-founder of iPac Securities believes the issues that saw the big banks exit wealth management will pale in significance to future failures he expects will come as a result of "fringe" advice groups. Appearing at the ASFA Conference in Melbourne ...

Morgan Stanley's top picks for Aussie ETFs

KANIKA SOOD  |  FRIDAY, 15 NOV 2019
In a research note sent to clients, Morgan Stanley Wealth Management's Nathan Lim shared the four Australian ETFs the firm prefers over the rest. The list represents Morgan Stanley's preferred picks for Australian exposure in multi-asset portfolios ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... chief investment officer Jonathan Reilly; Asset Builder Financial Services executive director Christian Schween; Crestone Wealth Management senior portfolio strategist Stan Shamu; and Banyan Tree Investment Group director Chhai Ung. Searching for yield ...

Superannuation expert joins law firm

KANIKA SOOD  |  THURSDAY, 14 NOV 2019
... SUPERCentral's main business is helping with legal documentation for SMSFs, via financial advisers. It also does estate planning and wealth management compliance documentation. Its legal team has seven people.

CBA wealth boss to exit

KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
... 2020 after just over 12 months in the role. To date, Yetton oversaw the divestment of Count Financial and remediation for wealth clients, and CBA said it is on track to divest aligned advice businesses by June 2020. The bank has not announced a replacement ...

AMP dealer group head departs

ELIZABETH MCARTHUR  |  TUESDAY, 12 NOV 2019
... almost three years. Prior to that, he was director of product strategy and services at AMP and general manager of retail wealth platforms at National Australia Bank. Mortgage Choice chief executive Susan Mitchell said: "Tania was instrumental in leading ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... whether limiting your product recommendations in this manner is appropriate." Dave Rae, a financial adviser and owner of DPR Wealth, explained his reading of the code indicates advisers should be asking clients whether they would prefer to invest in ...

FPA Congress could be biggest yet

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
... female, but in terms of attending the congress 35% attending are female which is great." De Gori said the FPA's Women in Wealth campaign was nationalised this year with the FPA joining forces with Financial Executive Women. These initiatives, De Gori ...

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
Australia's high net worth investors are looking for more from their wealth advisers, including broader access to alternatives. The 2019 Powerwrap and Investment Trends HNW Investor Report shows 58% of HNWs have unmet advice needs, an increase of four ...

NAB remediation team swells, no executive bonuses

ELIZABETH MCARTHUR  |  THURSDAY, 7 NOV 2019
... is expected to demonstrate substantial changes to the executive leadership team's remuneration framework. As for NAB's wealth business, revenue was down from $994 million in 2018 to$881 million in 2019. The results acknowledged NAB's new advice model ...