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Showing 3611 - 3620 of 9281 results for "wealth"

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
A new report finds the majority of Australian millionaires are cautious investors and prefer to leave their wealth in cash rather than risk capital erosion. The 2019 State of Wealth Report, which is based on research conducted by Crestone Wealth Management ...

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... The regulator said this breach occurred in 2013 when Henderson was an investor in Managed Accounts Holdings (now Xplore Wealth), when a subsidiary of the company provided managed discretionary account services to Henderson Maxwell clients. The firm failed ...

Private wealth firm grows footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
Two former Westpac executive financial planners have joined the leadership team of a national private wealth firm, seeing it expand interstate. Marc Smith and Patrick Duke have joined Integral Private Wealth, establishing the Sydney-based firm's first ...

Member interests delay recommended

HARRISON WORLEY  |  WEDNESDAY, 24 JUL 2019
... December 1, and for the bill to be passed. The bill's current implementation deadline of October 1 proved a sore point for the wealth management sector, with several submissions to the committee's inquiry - including those of AustralianSuper and AMP ...

Pendal Group appoints international business lead

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUL 2019
... am a passionate believer in the merits of high conviction active asset management and the role it can play in long term wealth creation." Gonzalez added: "Alexandra has worked across proprietary trading, research, portfolio management and business management. ...

Aussie income fund added to platforms

KRISTI CHENG  |  MONDAY, 22 JUL 2019
... retail investment platforms, with BT Wrap being the latest addition. It is also available on BT Panorama, Asgard, Xplore Wealth, HUB24, Netwealth, Powerwrap, and Praemium. As at 30 June 2019 units in the RARE Infrastructure Fund (Class A) recorded an ...

Super body opposes member interests bill

HARRISON WORLEY  |  MONDAY, 22 JUL 2019
... superannuation customers with inactive accounts under the PYS had elected to retain their insurance cover. However, the wealth manager said to comply with the PMIF bill it would need to send those customers another notice asking for further confirmation ...

Super fund hires strategy lead from MLC Life

KANIKA SOOD  |  MONDAY, 22 JUL 2019
... strategy, product and digital functions at the fund. "I'm thrilled to welcome Anand to UniSuper. He brings with him a wealth of commercial experience and is clearly a strategic, long-term thinker who will add enormous value and depth to the leadership ...

Average Aussie $560k richer with advice

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... key areas of financial advice in the report: annual rebalancing, preventing behavioural mistakes, planning and additional wealth management services and tax-smart investing. It estimates an adviser's ability to mitigate behavioural mistakes alone adds ...

New chief at CBA Group Super

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... and experience in superannuation, investments and development of member services having also held a range of roles within wealth management and Colonial First State including general manager strategy and retirement, and general manager marketing and ...