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Showing 3831 - 3840 of 9281 results for "wealth"

Why this HNW adviser avoids hedge funds

KANIKA SOOD  |  TUESDAY, 5 MAR 2019
A prominent high-net-worth financial adviser is aiming to have 7-10% of his clients' portfolios in alternatives as the markets mature but he's eschewing hedge funds and picking private assets instead. Charlie Viola is a partner at Pitcher Partners where ...

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
... research firm's survey of nearly 1000 financial planners and stockbrokers found about one in four (25%) call themselves wealth managers, while 14% like to be known as investment managers. The 2018 Margin Lending Adviser Report also found that as ...

Former ASFA chair sees new EQT role

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... client service. Meanwhile, the trustee company appointed a former head of the office of trustee in Commonwealth Bank's wealth division to its superannuation board last week. Sue Everingham has linked with Equity Trustees Superannuation as a director ...

YBR in trading halt, flags loss

KARREN VERGARA  |  MONDAY, 4 MAR 2019
... six months to 31 December 2018. The results include a material non-cash impairment charge on the carrying value of the wealth management and lending business and various other assets across the group, it said. However, the impairment will not affect ...

FPA disciplines two members

HARRISON WORLEY  |  MONDAY, 4 MAR 2019
... association's code of professional practice. Matthew Brown, chair of the FPA's Gold Coast chapter committee, from MiQ Private Wealth - whose licensee is the Magnitude Group - has been stripped of his association membership and CFP designation for two ...

BT adds extra capability to life quote software

HARRISON WORLEY  |  FRIDAY, 1 MAR 2019
Financial advisers using BT's life insurance quote and application software will enjoy new enhancements after the wealth group rolled out an update. Two new features have found their way into BT's LifeCENTRAL+ and are set to make life easier for financial ...

Equipsuper boosts digital and member experience teams

KARREN VERGARA  |  FRIDAY, 1 MAR 2019
... effectiveness for members. He previously held product development and managerial roles at Colonial First State and Citadel Wealth Solutions. Emily McQualter also joined Equip as a member strategy consultant in January, having recently worked at Russell ...

Advice firm hires chair

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
A Melbourne-based advice, wealth management and accounting firm has appointed a new chair as its incumbent retires. Tim Carroll will start as Prime Financial Group's non-executive, independent chair on March 1, after serving on the board for three years. ...

Saxo appoints chief executive

KARREN VERGARA  |  THURSDAY, 28 FEB 2019
... after close to three years as chief executive. Smoker joined BT Financial Group in January as a director in the private wealth services division. Saxo chief executive for Asia Pacific, Adam Reynolds said the appointment would enhance the firm's existing ...

Midwinter appoints new chief executive

HARRISON WORLEY  |  THURSDAY, 28 FEB 2019
... Hall has been appointed as Midwinter chief executive, joining the company after about seven years as a director in EY's wealth and asset management arm. Midwinter said Hall's appointment followed an active search for additional "executive presence" after ...