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Showing 351 - 360 of 616 results for "Wealth manager"

Avaloq expands Australian footprint, appoints senior roles

KARREN VERGARA  |  THURSDAY, 7 JUN 2018
Global financial services software provider Avaloq, which boasts clients such as BT Financial Group and Crestone Wealth Management, is ramping up expansion initiatives in Australia with two senior appointments. Anantha Ayer has been appointed general ...

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
A wealth manager with about $27 billion in assets under management has signed on to use Praemium's managed accounts services. Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed ...

Managing Director departs AMP-backed planning network

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... series of high profile departures from AMP and its related entities in the wake of the Royal Commission. In May the wealth manager lost Pally Bargri, chief risk officer of its advice business who cited challenging times ahead for the business. Just days ...

Platform provider extends relationship with wealth manager

HARRISON WORLEY  |  TUESDAY, 29 MAY 2018
A wealth manager with more than $21 billion in funds under management has extended its contract with a platform provider. JBWere has extended its contract with Praemium for two years. The deal will allow JBWere to continue to use Praemium's reporting ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
Technology provider Midwinter was selected to provide financial planning software services to the advice division of a major financial services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's ...

AMP Advice risk chief departs

HARRISON WORLEY  |  THURSDAY, 17 MAY 2018
... post as AMP Advice chief risk officer, stating he does not have the capacity required to help steer the under fire wealth manager through the challenging times which lay ahead. Bargri announced his departure in a social media post earlier this week. ...

AMP to fight class actions, prioritise performance

HARRISON WORLEY  |  THURSDAY, 10 MAY 2018
... against AMP in the Federal Court. The firm is representing shareholders who acquired an interest in the under-fire wealth manager between 6 May 2013 and 13 April 2018. An additional class action filed by Quinn Emanuel Urquhart & Sullivan in the NSW Supreme ...

Budget means Aussies can get more from retirement

HARRISON WORLEY  |  WEDNESDAY, 9 MAY 2018
Diversified wealth managers IOOF and StatePlus have led industry support for superannuation measures introduced in last night's Budget. IOOF highlighted how Australians stand to benefit from changes to superannuation policy which would allow planning ...

Former industry fund CEO moves to AMP

DARREN SNYDER  |  FRIDAY, 4 MAY 2018
... insurance clients. Former Local Government Super chief executive Peter Lambert moved to AMP in April. He joined the wealth manager as a senior business development manager. An AMP spokesperson confirmed the move and said Lambert's new role will see him ...

Royal Commission to drive independent advice market: GlobalData

KANIKA SOOD  |  MONDAY, 30 APR 2018
Financial planners are likely to ditch the big four and AMP's wealth businesses to set shop alone, as customers move towards independent advice following the Royal Commission, according to GlobalData. Customers will become more discerning in their choice ...