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Showing 361 - 370 of 616 results for "Wealth manager"

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
The boutique wealth manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth ...

MLC, Colonial First State make key appointments

JAMIE WILLIAMSON  |  WEDNESDAY, 18 APR 2018
... in March by BTFG's former head of platforms, Kelly Power. Power resigned from BTFG in December 2017 to join the wealth manager. In his time at CFS, Wall was responsible for FirstChoice, FirstWrap and the Commonwealth Essential Super range of products ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
Managed Accounts Holdings is adding $160 million in funds to its new MDA Service offering through a new partnership. Independent financial advice firm Bennett & Co has implemented the platform's MDA Service after a competitive review process to support ...

Asset managers gearing for growth in 2018

KARREN VERGARA  |  MONDAY, 19 MAR 2018
The asset management and wider wealth management industries are confident about growth prospects in 2018 but remain realistic about responding to intense fee pressures, a PwC global survey shows. The majority (87%) of the 126 asset and wealth management ...

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... licensees and financial advisers to develop digital capabilities across several engagement points. The diversified wealth manager did not disclose the amount invested in the millennial-targeted super fund. IOOF group general manager of wealth management ...

Fintechs save time: Spot poll

KARREN VERGARA  |  MONDAY, 12 FEB 2018
Organisations that have partnered with fintechs are reaping process efficiencies, but quite a number are still sceptical of their merits, Financial Standard 's latest spot poll shows. Almost half (46%) of respondents have seen a dramatic improvement ...

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA  |  MONDAY, 5 FEB 2018
Australia's open banking regime will fundamentally change the way financial advisers interact with consumers but several hurdles must be cleared before any true potential is realised. The expected multi-billion dollar implementation of open banking ...

Sequoia Financial Group grows board

JAMIE WILLIAMSON  |  FRIDAY, 2 FEB 2018
... non-executive director to its board. Former Odyssey Funds Management chairman John Larsen has joined the ASX-listed wealth manager, bringing more than 30 years' experience across financial services. His appointment follows a comprehensive external process ...

Pacific Current sells stake in insto investment firm

ALEX BURKE  |  THURSDAY, 1 FEB 2018
Boutique multi-manager Pacific Current Group sold its stake in an institutional investment firm for $2.9 million, ending a nine-year partnership. Goodhart Partners, based in London, manages Japanese equity, global equity and emerging markets equity ...

HNWI growth outpacing super: Research

ALEX BURKE  |  WEDNESDAY, 17 JAN 2018
The growth in Australia's high-net-worth sector is outpacing superannuation on two key fronts, according to Rainmaker research. First, the growth in high-net-worth individuals (HNWIs) increased by 7% per annum between 2011 and 2016, which is six times ...