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Showing 3671 - 3680 of 9281 results for "wealth"

More Australians retire with big mortgages

ELIZABETH MCARTHUR  |  FRIDAY, 14 JUN 2019
... shocks. Then there is the investment risk if house prices fall. The home still remains as Australians' greatest source of wealth, Wood said. As for why more Australians are retiring with large mortgages and the mortgage debt-to-income ratio has blown ...

Advice group adds general manager

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2019
A former national sales manager at J.P. Morgan Asset Management has taken on a leadership role at a diversified wealth management business. Partners Wealth Group is welcoming Brett Mennie to the role of general manager, wealth. He will be responsible ...

MAX awards recognise industry excellence

HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
... Marketing, Advertising and Sales Excellence (MAX) Awards in Sydney last night, to recognise individuals and organisations in the wealth management industry. In its 24th year, the MAX Awards demonstrated the evolving landscape in financial services, acknowledging ...

Restructure sees wealth firm lose chief

ELIZABETH MCARTHUR  |  FRIDAY, 14 JUN 2019
The chief executive of Evans Dixon is stepping down following a management restructure. Evans Dixon is undergoing a reshuffle that will see chief executive Alan Dixon step aside. The firm said Dixon will instead focus on the management of its US Master ...

Fund manager exits global debt, chief resigns

JAMIE WILLIAMSON  |  THURSDAY, 13 JUN 2019
... announced SIAL would retire as investment manager of the Supervised Global Income Fund and be replaced by Sanlam Private Wealth on July 1. The fund will be renamed the SPW Global Income Fund. SIAL will instead concentrate its efforts and resources on ...

Finnies showcase best in fintech

ELIZABETH MCARTHUR  |  THURSDAY, 13 JUN 2019
... awards - Excellence in Industry Collaborations and Partnerships and Best Partnership of the Year. Meanwhile, Excellence in Wealth Management went to MyProsperity. FinTech Australia general manager Rebecca Schot-Guppy congratulated the winners. "This ...

DomaCom launches senior equity release product

ELIZABETH MCARTHUR  |  THURSDAY, 13 JUN 2019
... the regulator, as well as consumer testing. The senior equity release will mean advisers can connect aged clients with wealth accumulation clients such as SMSFs - who may have a similar time horizon in terms of their respective needs. Seniors can apply ...

International firm acquires advice group

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2019
A national financial advice group with more than 120 advisers on its books is to be acquired by a major Canadian wealth manager. Patersons Securities is being purchased by Canaccord Genuity via its Australian operations, Canaccord Financial Group. As ...

Fund manager hires new institutional head

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 JUN 2019
... 1999. Ausbil head of distribution Mark Knight said: "Camilla brings significant institutional experience to the role and a wealth of knowledge in multi-asset investing." "We are delighted to welcome her to the team. We have a long, proven track record ...

GAM names local institutional business director

KARREN VERGARA  |  TUESDAY, 11 JUN 2019
... she covered all asset classes. Zaika commented: "Alison has an excellent reputation in the Australian market and brings a wealth of knowledge across asset classes." "She will be a valuable addition to our team as we continue to expand our local offering ...