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Showing 3621 - 3630 of 9281 results for "wealth"

Tasplan recruits new chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2019
... decade. He brings more than 40 years' investing experience to the role and was also a former partner in Mercer's wealth business, chair of its Dynamic Asset Allocation Committee and Global Dynamic Asset Allocation Committee. Stuart replaces Ian ...

CFS hires executive manager of insurance

KARREN VERGARA  |  THURSDAY, 18 JUL 2019
... the departure of executive general manager Linda Elkins, who will become KPMG's national sector leader for asset and wealth management on August 5. She joined from Russell Investments where she was the managing director of superannuation. Elkins ...

Franklin Templeton boosts retail distribution

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
... He'll report to the head of retail for Australia, Manuel Damianakis. Ramsay joins Franklin Templeton from Australian Unity Wealth where he was national manager, strategy. He spent 11 years at Australian Unity Wealth, working his way up to the national ...

Platform provider divests advice firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... ASX-listed platform provider has sold its 50% equity holding in a Queensland-based financial planning practice. Xplore Wealth has divested its holding in McGregor Wealth Management, signing an agreement to transfer its shareholding back to an entity ...

Subscription advice brings in US $1 billion

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
... initial US $300 fee followed by a US $30 monthly subscription. Those fees do not change at higher asset levels. Aite Group Wealth Management research director Alois Pirker explained that the way consumers expect to pay for services, including wealth ...

HUB24 launches white label SMA

KARREN VERGARA  |  TUESDAY, 16 JUL 2019
... financial services firm Elston, has launched a private label SMA on HUB24. The SMA was formed in partnership with boutique wealth management firm Bridge Private Wealth. The models portfolios called Elston Bridge, offer a range of multi-asset class, diversified ...

Wealth jobs in demand

HARRISON WORLEY  |  MONDAY, 15 JUL 2019
The wealth management labour force is set to continue expanding in the second half of the year according to recruitment firm Hays. Releasing its 2019/20 Salary Guide into Australia's job market, Hays said 47% of wealth management employers surveyed ...

Average Australian is a millionaire: ABS

ELIZABETH MCARTHUR  |  MONDAY, 15 JUL 2019
According to the Australian Bureau of Statistics, the average household wealth in Australia passed the $1 million mark in 2017-2018. The ABS said wealth in Australia has risen 37% in the last decade. ABS chief economist Bruce Hockman explained that ...

Coolabah buys retail fund manager stake

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... expertise in fixed interest," YBR executive chair Mark Bouris said. "However, given YBR's recent strategic pivot away from wealth management to focus on the mortgage market, it made sense that we exited from this business in a controlled and profitable ...

AMP Advice executive joins AFA

ELIZABETH MCARTHUR  |  THURSDAY, 11 JUL 2019
... expertise of our partner relationships," Kewin said. "Rob will be a tremendous addition to the team, bringing with him a wealth of experience and expertise that will ensure we continue to build our member proposition whilst enhancing our relationship ...