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Showing 3681 - 3690 of 9281 results for "wealth"

Industry veterans recognised

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
... planning sector and to the community. Abey is currently chair of Walsh Bay Partners, which provides financial advice and wealth management to family offices and endowments. He also acts as director and chairman of finance, audit and risk for The Smith ...

Former Futuro adviser charged with theft

ELIZABETH MCARTHUR  |  TUESDAY, 11 JUN 2019
... organisations. At the time, Smith was a financial adviser licensed by Futuro Financial Services and director of Advice 4 Wealth. He is currently on bail, remanded to appear in the committal court later this month. Smith is facing a maximum penalty of ...

Downgrade follows fund manager YouTube apology

ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
... of long-term investing. Over the last 10 years, Woodford has doubled investors' money, even after the recent falls." UK wealth giant St James's Place terminated its mandate with Woodford Investment Management earlier in the week. Woodford had run the ...

Industry fund names chief risk officer

KARREN VERGARA  |  THURSDAY, 6 JUN 2019
... Vanguard as head of compliance, and was Energy Australia group manager of regulatory compliance. During her time at Aviva Wealth Management, she served as head of technical services and was senior compliance manager. Chief executive Charlie Donnelly ...

Global manager welcomes former CFSGAM head

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
... to the team. "Having a dedicated consultant relations professional, especially one with Daniel's depth of experience and wealth of knowledge, will help build our momentum and further develop our footprint across the market," she said. Also commenting ...

Platform distribution lead departs

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
The head of distribution and marketing at an ASX-listed platform provider has resigned. Xplore Wealth confirmed Tony Nejasmic is leaving to take on a new role elsewhere. Financial Standard understands he has accepted a new role at Lonsec. Nejasmic first ...

Cashwerkz, Praemium ink deal

HARRISON WORLEY  |  WEDNESDAY, 5 JUN 2019
... streamlines investor identification and onboarding for cash investment facilities and rollover capabilities which is ideal for wealth managers. There truly is nothing like the breadth of ADI partners Cashwerkz has created in the market today," Ortiz ...

Australians retire too wealthy: Grattan

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
The Actuaries Institute's annual summit has seen a fiery debate between the chief executive of the Grattan Institute and Mercer's David Knox over ideal retirement incomes. Grattan Institute chief executive John Daley and Mercer senior partner ...

NAB looks to boost fintech

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
... be able to work together, no matter where they are based," Davey said. CIBC vice president of enterprise innovation and wealth digital Greg Elcich said: "Transformative innovation is key to meeting the ever-evolving needs of clients, and this new platform ...

MSCI adds former Aberdeen Standard distribution lead

JAMIE WILLIAMSON  |  TUESDAY, 4 JUN 2019
... continue their adoption of ESG in their investment and portfolio management decisions," he added. "I am confident Simone's wealth of experience building client coverage teams and her in-depth knowledge of global investment processes across a range of ...