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Showing 3891 - 3900 of 9281 results for "wealth"

Wells Fargo AM chief moves to BMO

OSKAH DUNNIN  |  THURSDAY, 24 JAN 2019
... Management and stewards US$500 billion in assets under management. She will oversee more than US$320 billion at BMO. BMO Wealth Management Group head Joanna Rotenberg thanked Wilson for his service. "He has positioned BMO as a significant global asset ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON  |  THURSDAY, 24 JAN 2019
... Group has set its sights on listing later this year as part of an ongoing strategy to become one of Australia's largest wealth advisory firms. The group comprises three businesses: AD Financial Services, a dealer group formed to bridge the gap between ...

Fund manager expands distribution team

KANIKA SOOD  |  WEDNESDAY, 23 JAN 2019
... at BlackRock Investment Management's business development team. Prior to this he was a junior investment analyst at APT Wealth. Pengana director of distribution Damian Crowley said: "We're very pleased to expand our distribution team in NSW to support ...

Mercer appoints new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 23 JAN 2019
... of success. "Her deep understanding of our business and clients, and more than 30 years of experience across the health, wealth and career spectrum, has uniquely prepared her for the challenge," Glaser said.

NSW adviser banned for 25 years

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
... following an ASIC investigation. Starting in 2008, Graeme Walter Miller advised SMSFs and other clients of CFS Private Wealth to transfer more than $4.7 million to a related company for investments from where Miller used the money for personal purposes ...

Advice firm hires from Macquarie Private Wealth

KANIKA SOOD  |  TUESDAY, 22 JAN 2019
A former division director at Macquarie Private Wealth has joined a Melbourne-based boutique wealth management firm. Paul Grifa is joining Steward Wealth as a director, along with his long-standing assistant Kiera Lecher. He joins the firm's two founding ...

Advice jobs are coming: Recruiter

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... a result of the Royal Commission. "Another major trend this half will be the continued movement of technically skilled wealth management professionals, such as paraplanners, into lucrative compliance and remediation roles," the Hays report said. "This ...

Industry fund chief executive moves to life insurer

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... longest-standing clients, the insurer said in a statement. Nunn has more than 30 years of industry experience including wealth management (life insurance and retail advice) and banking spread in Australian and Asian markets. He has held roles at NAB ...

Kelly O'Dwyer to leave parliament

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... Commission's findings, the former Minister for Revenue and Financial Services could yet wield further influence over the wealth industry in her role as Industrial Relations Minister, given the Productivity Commission's recommendation to create a best ...

Corporates can help solve retirement issue: BlackRock

JAMIE WILLIAMSON  |  FRIDAY, 18 JAN 2019
... priorities, and even the specifics of its business," he said. This will have a huge impact on the US$24 trillion global wealth transfer tipped to occur in the coming years from baby boomers to millennials. In closing, Fink referenced a recent move by ...