Search Results | Showing 361 - 370 of 616 results for "Wealth manager" |
| | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | 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 ... |
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