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Showing 3981 - 3990 of 9281 results for "wealth"

FPA honours top advisers

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... Sydney yesterday afternoon by honouring outstanding professionals in the industry. Perth-based Michael Carmody of Viva Wealth took out the coveted FPA Certified Financial Planner Professional of the Year Award. Wotherspoon Wealth, an Adelaide-based practice ...

Aussie banks underestimated difficulties of advice: Hartzer

HARRISON WORLEY  |  THURSDAY, 22 NOV 2018
... Counsel assisting Michael Hodge quizzed Hartzer - who leads the only major Australian bank not to recently jettison its wealth management arm - over the value of financial advice to Westpac's shareholders if the bank was not manufacturing wealth management ...

Blue Sky names new chair

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... with clients including 73 of the largest US pension plans, 38 primary US state retirement plans and more than 15 sovereign wealth funds. Blue Sky's share price has now fallen about 90% since March, with Kain acknowledging the firm's reputation has suffered ...

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... capabilities available via Morningstar DirectSM, the company's independent research platform for asset managers and wealth management professionals, supporting Approved Product List (APL) management and reporting needs. Morningstar also provides ...

CountPlus acquires interest in integrated wealth firm

JAMIE WILLIAMSON  |  MONDAY, 19 NOV 2018
CountPlus acquired 40% of a Victoria-based accounting and financial advice firm, marking its first investment under its new business model. Taking a stake in O'Brien Accountants and Advisors, CountPlus made the first of an expected sweep of selective ...

Apologies are over: Royal Commission looks to future

HARRISON WORLEY  |  MONDAY, 19 NOV 2018
The final round of the financial services Royal Commission will ask chief executives at Australia's largest wealth management companies how to prevent this same misconduct ever happening again. Making her opening statement this morning, counsel ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... after the consumer in the right way." Also presenting at the Challenger Financial Standard Technical Services Forum was ANZ Wealth technical services manager Matt Hughes. He spoke about what it takes to turn technical conversations and presentations ...

Lonsec appoints marketing director

HARRISON WORLEY  |  FRIDAY, 16 NOV 2018
... Lonsec chief executive Charlie Haynes paid homage to Hardy's experience both within and outside financial services. "Rob's wealth of experience both inside and outside the financial services domain will allow us to have deeper conversations with our ...

Warakirri launches new fund for HNWIs

KANIKA SOOD  |  FRIDAY, 16 NOV 2018
... Franklin Templeton Investment's head of IFAs and family offices to build key relationships in the Australian private wealth market in September. Warakirri is a 25-year-old boutique that has worked with superannuation funds in investing large-sized ...

Global tech wars disrupt $600m market

MICHELLE BALTAZAR  |  WEDNESDAY, 14 NOV 2018
... partnership was focused on their retail payments platform Alipay, Ant Financial also has a global digital bank (MYbank), wealth management business (Ant Fortune) and money market fund (Yu'e Bao). The millennials, more than any other demographic segment ...