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Showing 3771 - 3780 of 9281 results for "wealth"

YTML expands team, signs new client

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 APR 2019
... adding more than 20 years' experience in the financial services industry. Thom joins from Ignition Advice (formerly Ignition Wealth) where she was head of sales. Prior to this she was general manager of distribution at Midwinter and also held roles with ...

Banks push to leave vertical integration on the table

HARRISON WORLEY  |  WEDNESDAY, 10 APR 2019
... Senate Standing Committees on Economics probe a Pauline Hanson bill looking to forcefully separate deposit taking banks from wealth management and investment banking, the Australian Banking Association (ABA) has weighed in, telling the committees Australia's ...

Platform provider wins mandate

KANIKA SOOD  |  WEDNESDAY, 10 APR 2019
An ASX-listed platform provider has won a mandate from a wealth firm for a new managed discretionary account service. Managed Accounts Holdings will work with First Point Wealth Management to set up an MDA service. The move comes as First Point Wealth ...

Dealer group acquires bank advice business

JAMIE WILLIAMSON  |  WEDNESDAY, 10 APR 2019
... business." Bendigo and Adelaide Bank has also offloaded its specialist Geelong West SMSF business. The buyer is Business & Wealth Advisors, one of Geelong's largest locally-owned accounting and financial advice practices. The sale is expected to ...

Financial advice in 2030: What does it look like?

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
If every one of the recommendations to come out of the Royal Commission and the Productivity Commission was implemented verbatim, by 2030 the financial advice industry would look very different. WealthDigital predicts Australia's financial advice ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team. Stan Shamu is joining Crestone Wealth Management as a senior portfolio strategist from JANA Investment Advisers ...

KPMG partner moves to GROW Super

KARREN VERGARA  |  MONDAY, 8 APR 2019
... and overseas, as well as implement the TINA platform, GROW's blockchain-enabled technology for superannuation funds and wealth platforms. Gee was a long-serving executive at KPMG Australia, firstly joining as a director in April 2002. He left 11 years ...

Financial advice exit a boon for the industry: Poll

KARREN VERGARA  |  MONDAY, 8 APR 2019
... financial advice. As it currently stands, CBA is delaying its planned demerger but said it remains committed to exiting wealth. The OnePath/IOOF transaction is on ice pending the outcome of the APRA investigation, while NAB is reportedly hunting a buyer ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... previously conducted in-house. The incremental contractual value is about $1 million per annum. In late March, Morgan Stanley Wealth Management announced it will transition about 2500 new portfolios to Praemium, building on an existing relationship. ...

FASEA welcomes new directors

HARRISON WORLEY  |  MONDAY, 8 APR 2019
... Communications Consumer Action Network (ACCAN). Lakomy is currently a director of advice and investment management firm Crystal Wealth Partners. Previously, she spent time at St George Bank as a financial planner, before a seven-year stint as a principal ...