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Showing 3821 - 3830 of 9281 results for "wealth"

Clayton Utz finally hands AMP notes to ASIC

HARRISON WORLEY  |  MONDAY, 11 MAR 2019
ASIC has struck a major blow in its court battle with AMP over the wealth manager's fee-for-no-service issues. The corporate regulator was handed internal file notes from law firm Clayton Utz last week, which relate to the firm's interviews ...

Slow but steady: SMSF growth continues

HARRISON WORLEY  |  MONDAY, 11 MAR 2019
... billion overall to SMSFs last year. This is in comparison to the $3.2 billion that left their retail competitors. Retail wealth groups made up six of the biggest groups impacted by outflows. Wealth giant BT Financial Group was the hardest hit when it ...

Australian Unity names equity origination head

KARREN VERGARA  |  MONDAY, 11 MAR 2019
A new head of equity origination is joining Australian Unity's wealth and capital markets business. Brad Watson joined in February as head of equity origination for property. He is responsible for developing and executing product and sales strategies ...

Financial concerns drive women to online investing

HARRISON WORLEY  |  FRIDAY, 8 MAR 2019
... Women's Day, Investment Trends research that shows about 150,000 women are using online investment tools to build their wealth and move towards financial independence. The figure has almost doubled since 2013, when it stood at 76,000. What's more, the ...

Influential women in private equity

KANIKA SOOD  |  FRIDAY, 8 MAR 2019
... private equity advisory firm Bain and Capital. Alicia Gregory, head of private equity, Future Fund The $147 billion sovereign wealth fund's private markets team has solid female representation across its lineup. In 2018, Wendy Norris moved into the ...

Choice outweighs balance for women

KARREN VERGARA  |  FRIDAY, 8 MAR 2019
... family members have contributed to lower superannuation balances, lower incidence of home ownership and overall personal wealth for retirement, she said. "This essentially equates to less choice for older women." In many ways, it's therefore no surprise ...

Up close and personal: Women in financial services

JAMIE WILLIAMSON  |  FRIDAY, 8 MAR 2019
... takes one to two years is done in one day," Young says. Keep reading. Maria Falas, head of mental health and wellness, ANZ Wealth Migrating to Australia from Cyprus in 1975 after losing their home and being forced to start over, Maria Falas' parents ...

Chief economist update: Cash rate should be 1%

BENJAMIN ONG  |  THURSDAY, 7 MAR 2019
... - from 2.7% in Q3 don't offer good tidings for the outlook on household consumption. There's also the negative wealth effect from falling property prices. Yet, RBA governor Philip Lowe doesn't seem perturbed. Lowe told his audience at the ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... earnings. Class said the partnership is an important strategic step for the SMSF software provider as it moves into the broader wealth management space. "Class and Philo are well aligned, both delivering highly differentiated services that enable client ...

KPMG brings remediation regtech to Australia

HARRISON WORLEY  |  TUESDAY, 5 MAR 2019
... early, such as behavioural triggers indicating a potentially vulnerable customer. The technology could prove useful for wealth managers facing huge remediation costs after the Royal Commission - which has seen KPMG expand its advice remediation team ...