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Showing 3531 - 3540 of 9281 results for "wealth"

Allianz Retire+ to research retirement transition

HARRISON WORLEY  |  TUESDAY, 17 SEP 2019
... track Australians transitioning to retirement and focus on the impact of active planning across different buckets - health, wealth, social, cognition, emotional, and motivational - during transition. "Rather than just financial advice, early on in the ...

CommSec responds to sale rumours

ELIZABETH MCARTHUR  |  TUESDAY, 17 SEP 2019
... planning to purchase CommSec Advisory. It reported Ord Minnett was asked to tender for the business along with a handful of wealth managers including Morgan Stanley. Commonwealth Bank responded to Financial Standard's enquiry, with a spokesperson saying ...

Equity Trustees confirms international strategy

ELIZABETH MCARTHUR  |  FRIDAY, 13 SEP 2019
... David Hanratty. He was previously managing director at Pioneer Investments and sales and marketing director at Janus' UK wealth operation. Hanratty will oversee the distribution teams for the UK, US and Australia.

AMP advisers prepare for battle

JAMIE WILLIAMSON  |  FRIDAY, 13 SEP 2019
... to advisers exercising the BOLR provision came on August 8 as part of the group's annual results. AMP's head of wealth management Alex Wade later told Financial Standard the AMPFPA had been consulted on the group's new strategy and received ...

What Future Fund looks for in managers

KANIKA SOOD  |  THURSDAY, 12 SEP 2019
... long-term partnerships with the Future Fund should pay attention to ESG, succession planning and treating the sovereign wealth fund well in times of capital abundance, a Future Fund executive said at a conference in Melbourne yesterday. Speaking to the ...

Wealth manager awards tech mandate

JAMIE WILLIAMSON  |  TUESDAY, 10 SEP 2019
Pitcher Partners Sydney Wealth Management has enlisted a technology specialist to enhance its operations. Technology and business processing provider Integrated Portfolio Solutions has been selected to provide portfolio administration services to Pitcher ...

APRA hires from AustralianSuper

HARRISON WORLEY  |  MONDAY, 9 SEP 2019
... APRA head of investment risk Craig Roodt left the regulator in December last year to head up Deloitte's investment and wealth advisory arm. His departure from AustralianSuper is less than a fortnight after the fund hired former Victorian Funds Management ...

Priced out: Advice affordability at risk

ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
... affordability is plaguing the financial advice industry, further compounded by recent action taken by both AMP and MLC Wealth. Speaking at the recent Association of Financial Advisers' National Conference, AFA general manager of policy and professionalism ...

ClearView ramps up risk, compliance

ELIZABETH MCARTHUR  |  FRIDAY, 6 SEP 2019
... new chief risk officer as it ramps up its risk management and compliance. Orla Cowan steps into the role from ANZ Global Wealth where she was head of chief investment office governance. Prior to her time at ANZ, Cowan was head of compliance at BlackRock ...

Boutique AFSL acquires advice practice

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2019
... client-first ethos and that can benefit from scale, investments in technology and a team-based approach. "Although we've been wealth focused, we're also big believers in the importance of personal insurance to clients," Abood said. "This transaction ...