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Showing 3851 - 3860 of 9281 results for "wealth"

Digital advice platform opens Sydney office

JAMIE WILLIAMSON  |  MONDAY, 25 FEB 2019
... solutions in Australia grows. "In the coming years, we see a great opportunity for financial institutions to deploy digital wealth solutions in response to growing customer expectations for transparent and reasonably priced wealth management," Quantifeed ...

MLC MySuper switches to lifestage

KANIKA SOOD  |  FRIDAY, 22 FEB 2019
... defensive ones; and how it will manage the transition. "As part of the Wrap platform pricing changes announced last month, MLC Wealth chief executive Geoff Lloyd said [sic] he was continuing to modernise and improve the business for the benefit of our ...

IRESS reports strong 2018

JAMIE WILLIAMSON  |  FRIDAY, 22 FEB 2019
... and New Zealand. IRESS cited a number of strategic achievements as key drivers, including significant deliveries to large wealth management and financial advice clients, momentum in lending and increased innovation across the IRESS offering. The Australia ...

Super needs a clear objective: Cooper

HARRISON WORLEY  |  THURSDAY, 21 FEB 2019
... "It's hard to see how these changes are improving that outcome. Again, they're frustratingly either ideology led, they're wealth distribution led, or they're budgetary led as opposed to meeting the objective. "Even if your objective was as simple as ...

Advice group appoints general manager

KANIKA SOOD  |  THURSDAY, 21 FEB 2019
... She has 20 years' leadership experience, including senior roles at Mercer and Citi Smith Barney (now Morgan Stanley Wealth Management) across adviser operations, technology, transformation, paraplanning and policy. "In her almost six years at BT ...

Escala bought by growing US firm

JAMIE WILLIAMSON  |  THURSDAY, 21 FEB 2019
Escala Partners is set to be acquired by a US-based wealth manager looking to expand its international footprint. Focus Financial Partners has entered into a definitive agreement to acquire Escala, with the deal seeing Focus' presence in the ultra-high ...

AUM growth subdued to 2025: Bloomberg

KARREN VERGARA  |  TUESDAY, 19 FEB 2019
... quant-based thematically-driven investment strategies. The survey of institutional and alternative fund managers, and private wealth managers based in Europe, Americas and APAC was conducted in partnership with Simmons & Simmons.

Super account consolidation to hurt AMP

HARRISON WORLEY  |  MONDAY, 18 FEB 2019
... Government's centerpiece superannuation legislation late last week, AMP informed the market it would feel the pinch. The wealth manager said that barring any changes to the Protecting Your Super package - given it now heads back to the House of Representatives ...

Class appoints chief executive

KARREN VERGARA  |  MONDAY, 18 FEB 2019
... flatmates.com.au. Prior to REA, Russell was general manager and interim chief executive of Mortgage Choice, where he helped launch the wealth management and financial planning business. Bungard stepped down as chief executive in October 2018 after more ...

Adviser asked to cover regulator costs

KANIKA SOOD  |  MONDAY, 18 FEB 2019
... business and collected kickbacks on investment properties he recommended to his SMSF clients. Richard Gardner and Advanced Wealth Financial Services Pty Ltd (where Gardner was the sole director and responsible decision-maker) were restrained from carrying ...