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Showing 3581 - 3590 of 9281 results for "wealth"

Adviser of the Year finalists named

KRISTI CHENG  |  TUESDAY, 13 AUG 2019
The finalists for the Association of Financial Advisers' most sought after honours, the Adviser of the Year Award, have been announced. This year's finalists are Simone Du Chesne of EQWealth, Joseph Hoe of Wealthwise, and Elliot Watson of Elliot ...

AMP advisers to fight BOLR changes

JAMIE WILLIAMSON  |  MONDAY, 12 AUG 2019
... it would look to align BOLR business valuations to realistic market values of around 2.5x. It also announced a renewed wealth strategy focused on quality, not quantity of advisers. It's a strategy that is estimated to impact more than 50% of AMP and ...

CFS trims corporate super distribution team

KANIKA SOOD  |  MONDAY, 12 AUG 2019
... return for the period, according to Rainmaker data. Commonwealth Bank's annual results announced last week showed that wealth management, which is made up of superannuation, investment, retirement and insurance products and financial planning, turned ...

Zurich chief to depart, successor named

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
... Macquarie's platforms, superannuation and online broking businesses. He departed Macquarie as executive director, head of wealth product and platforms. Delaney will fill the shoes of Tim Bailey - who is returning to Europe to take up another role with ...

New distribution head for listed platform

ELIZABETH MCARTHUR  |  MONDAY, 12 AUG 2019
Xplore Wealth announced the appointment of a new head of distribution and marketing. Anne Hamieh steps into the role, which has been empty since Tony Nejasmic departed for Lonsec in June. Hamieh was most recently intermediary sales manager at Vanguard ...

Aussie fintech names new chief

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... with the company and understanding of its business, its technology, and markets, executive chairman Don Sharp adding his "wealth of experience" will help "deliver effective, measurable and lasting value for customers and business partners". "Dean is ...

AFA names Female Excellence finalists

KRISTI CHENG  |  MONDAY, 12 AUG 2019
... encouraging more women to enter the industry and take on leadership roles." The finalists are Felicity Cooper of Cooper Wealth Management, Tracey Ferguson of Ferguson Financial Planning, Dawn Thomas of Wealthwise, and Tabitha Tworek of Insight Wealth ...

FASEA exam results spark debate

ELIZABETH MCARTHUR  |  FRIDAY, 9 AUG 2019
... a "pointless exercise". He went so far as to say: "Purely a revenue raiser. Follow the money trail." Director of Cooper Wealth Management Felicity Cooper responded to Raftery, saying: "I'm going to have to disagree with you on this one." She explained ...

Gender wealth gap down to 11%: Roy Morgan

KRISTI CHENG  |  THURSDAY, 8 AUG 2019
The average net wealth gap between men and women has almost halved in the last 12 years, according to the latest Roy Morgan Wealth Report. Statistics from the report show the average net wealth for women today sits at 89% that of men - $400,000, to ...

AMP profits dive, chief pay restructured

ELIZABETH MCARTHUR  |  THURSDAY, 8 AUG 2019
Reporting a 50% drop in wealth management profits, AMP conceded chief executive Francesco De Ferrari's remuneration will have to be reconsidered in light of share price tumbles. The group reported an underlying profit of $309 million for the first half ...