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Showing 3541 - 3550 of 9281 results for "wealth"

Perth adviser to face court

KANIKA SOOD  |  THURSDAY, 5 SEP 2019
... 38-year old adviser, who was not named but identified as a Yanchep resident, worked at Platinum Perpetual Global Private Wealth Pty Ltd. He misappropriated about $948,237 of client funds through multiple withdrawals from their accounts in July, the WAPF ...

MLC Wealth shuffles distribution leadership

KRISTI CHENG  |  THURSDAY, 5 SEP 2019
MLC Wealth will welcome a general manager distribution, for its asset management business. At the same time, Garry Mulcahy will transition to a new role. Former BMO Global Asset Management head of client management EMEA, Mandy Mannix has been appointed ...

Powerwrap posts strong first result

HARRISON WORLEY  |  TUESDAY, 3 SEP 2019
... business and investing now to ensure that we take advantage of the strong opportunities in our market," Davidson said. "The wealth industry is undergoing fundamental change that favours our model. We expect to see more advisers and adviser groups attracted ...

Former Equip chief joins Cbus

KARREN VERGARA, KRISTI CHENG  |  FRIDAY, 30 AUG 2019
... Nicholas and Marianne we have three high-calibre leaders with proven track records of delivery." Atkin said Vamvakas' wealth of experience will help steer Cbus through an ever-changing competitive marketplace. "Nicholas has runs on the board through ...

MLC Wealth appoints chief operating officer

KRISTI CHENG  |  FRIDAY, 30 AUG 2019
MLC Wealth has appointed a new chief operating officer from Westpac, who took the reins in mid-August. Anthony Lane joined MLC Wealth after nearly five years at Westpac subsidiary BT Financial Group, where he served as chief operating officer of BT ...

AustralianSuper hires from VFMC

KANIKA SOOD  |  FRIDAY, 30 AUG 2019
... AustralianSuper spokesperson said. Australia's largest superannuation fund recently signed an agreement with the Indian sovereign wealth fund to invest up to US $1 billion in infrastructure opportunities and is taking a shareholding in the fund m ...

YBR to remediate wealth clients

KARREN VERGARA  |  FRIDAY, 30 AUG 2019
Yellow Brick Road is expecting to compensate wealth clients close to $1 million for failing its fee disclosure statements obligations. During the 2019 financial year, the ASX-listed firm identified some advice clients with ongoing fee arrangements may ...

Global fintech appoints head of Asia

KRISTI CHENG  |  FRIDAY, 30 AUG 2019
... experience and strong relationships across the region. "In the last 12 months Avaloq has attracted more leading banks and wealth managers to capitalise on the powerful benefits that our software as a service and business process as a service solutions ...

Adviser of the Year named

ELIZABETH MCARTHUR  |  THURSDAY, 29 AUG 2019
... AFA's highest honour, the AFA and Zurich Adviser of the Year was awarded to Simone Du Chesne. Du Chesne is principle of EQ Wealth and Quantum Wealth and has been a financial adviser for over a decade. Prior to entering the financial advice industry ...

Hejaz climbs Islamic fund ladder

KRISTI CHENG  |  THURSDAY, 29 AUG 2019
... Australia's other Islamic investment funds during FY19. It achieved gross returns of 6.82% per annum, while Crescent Wealth generated 4.56% per annum. The Sharia-compliant fund invests across multiple asset classes including domestic and global equities ...