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Showing 3921 - 3930 of 9281 results for "wealth"

Saxo chief departs for BT

HARRISON WORLEY  |  MONDAY, 7 JAN 2019
The chief executive of Saxo Capital Markets in Australia will depart for a role at one of the country's largest wealth management firms. Ben Smoker will join BT Financial Group in January as a director in the firm's private wealth services division. ...

ASIC and Westpac court battle sees mixed outcome

DARREN SNYDER  |  FRIDAY, 4 JAN 2019
... conversation without having to pay for comprehensive personal advice and that this would stand as an important test case for the wealth industry.

IOOF appoints independent reviewer

DARREN SNYDER  |  TUESDAY, 1 JAN 2019
APRA's licence conditions imposed on IOOF require the wealth manager to begin 2019 with the appointment of an independent reviewer who will report to the regulator quarterly. The independent reviewer's role will be to report on IOOF's progress ...

Frontier Advisors builds investment team

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... across MENA. She has a CFA and speaks French and Arabic. James Kosmatos was most recently a senior consultant in the PWC Wealth team with responsibilities across research, analytics, reporting and client service. As a cadet at PWC, he worked in expat ...

HSBC appoints wealth leader

HARRISON WORLEY  |  THURSDAY, 20 DEC 2018
HSBC appointed a new wealth management lead for Australia, but will not relaunch a traditional wealth business. Former Westpac state manager Jessica Power will lead the global bank's retail banking and wealth management arm in Australia from December ...

OneVue offloads trustee business

KARREN VERGARA  |  THURSDAY, 20 DEC 2018
OneVue Holdings is selling its trustee services business to Sargon Capital for $45 million. The trustee services business comprises Diversa subsidiaries Diversa Trustees and CCSL. OneVue acquired the entire Diversa business in 2016 for $49.8 million ...

Ten stories that defined the Royal Commission

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... Commission's hearings into financial advice, AMP's outgoing chief executive made a swift exit, and soon a whole bevy of the wealth manager's senior executives would follow. Former chair Catherine Brenner, as well as all of AMP's female ...

Financial Standard unwrapped: Our top stories in 2018

HARRISON WORLEY  |  WEDNESDAY, 19 DEC 2018
... In March the ALP proposed to eliminate cash refunds from excess dividend imputation credits, and throughout the year the wealth management industry largely moved to oppose the policy. With the likelihood of a Labor Government seemingly firming, one fund ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
... capabilities available via Morningstar DirectSM, the company's independent research platform for asset managers and wealth management professionals. This will support BT's research process, Approved Product List (APL) management and reporting ...

Praemium renews Asgard contract

DARREN SNYDER  |  WEDNESDAY, 19 DEC 2018
... in 2018 include new separately managed account (SMA) partnerships with Thornton Group, Advisory Partners and Providence Wealth. In July, broking and wealth management firm Hartleys became Praemium's newest client for its reporting and administration ...