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Showing 381 - 390 of 616 results for "Wealth manager"

Wealth begins its blockchain reaction

DARREN SNYDER  |  MONDAY, 7 AUG 2017
Ambitious financial services firms are driving Australia's global leadership in the development of blockchain technology, which is already delivering productivity and innovation benefits to the nation's trillion-dollar wealth industry. BNP Paribas Securities ...

Industry fund and wealth manager finalise integration

EMMA RAPAPORT  |  FRIDAY, 28 JUL 2017
Industry super fund First State Super is welcoming a new acting head of investment strategy as it transitions towards integration with recently acquired wealth management business StatePlus. StatePlus acting chief investment officer Michael Winchester ...

Macquarie leads alternatives pack

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
Global alternative assets under management rose 10% to US$4 trillion in the 12 months to December 2016, with Macquarie Group dominating the local sector. The annual Willis Towers Watson global alternatives survey of 562 investment managers (which included ...

Last chance: Financial Standard ETF Forum

DARREN SNYDER  |  MONDAY, 17 JUL 2017
... investments & portfolio strategy, VanEck Australia Adrian McRae, financial planner, Grimsey Wealth Adam Dawes, wealth manager, Shaw and Partners John Dyall, head of investment research, Rainmaker Group Also in the lead up to the forum, Financial Standard ...

Quantifeed launches portfolio for car lovers

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
Investment and robo-advice platform provider Quantifeed has created a model portfolio that taps the growing global industry of driverless cars. The model portfolio comprises companies that are leading the development of self-driving cars, including ...

Asset management looks different in 2020: Research

DARREN SNYDER  |  THURSDAY, 25 MAY 2017
Asset management will experience its "largest competitive realignment" over the next three years as the industry continues its increasing rate of mergers and acquisitions. Forty-four M&A deals took place in the first quarter of this year, and an industry ...

Twitter becomes gateway to 30 million 'investment' audience

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
Nine in 10 financial advisers in the US said they have gained new clients through their social media accounts, research shows. According to a 2016 social media survey by Putnam Investments, there are now more than 30 million Twitter users in the US ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
While high-net-worth and ultra-high-net worth clients are attractive prospects for advice businesses, a lack of inheritance planning services could mean the end of those relationships throughout the largest intergenerational wealth transfer in history. ...

Investment group takes majority stake in global advice firm

ALEX BURKE  |  THURSDAY, 20 APR 2017
An investment consortium will acquire a majority stake in international advice network Focus Financial, which recently acquired a Brisbane advice firm with MW Lomax and has expressed further plans for its Australian expansion. In the past, Focus has ...

Global insurance tech eyes Australian expansion

ALEX BURKE  |  FRIDAY, 17 MAR 2017
... consultancy. FINEOS, which services clients including AMP, CommInsure, Macquarie, ANZ, TAL and Westpac, has joined up with wealth manager Sequential to create a range of consulting services for insurers here and in New Zealand. Part of the reason for ...