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Showing 21 - 30 of 120 results for "Wealth Management Group"

Wells Fargo AM chief moves to BMO

OSKAH DUNNIN  |  THURSDAY, 24 JAN 2019
... 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 manager, stewarding ...

CBA stashes cash for compliance

DARREN SNYDER  |  WEDNESDAY, 12 DEC 2018
... historical NewCo-related remediation issues, including ongoing service fees charged by aligned advisers in the wealth management group. NewCo is CBA's newly-branded wealth management and mortgage broking company preparing to demerge in 2019. A further ...

Advice group rebuilds following regulatory headwinds

DARREN SNYDER  |  MONDAY, 26 NOV 2018
... investors, the platform will relaunch as a retail superannuation offering "in due course." The diversified wealth management group will progress its other fintech, MyMoney247 - a personal finance management platform operated by MoneyBrilliant. "During ...

Wealth group announces new chief executive

DARREN SNYDER  |  THURSDAY, 25 OCT 2018
An ASX-listed wealth management group is welcoming its new chief executive, promoting from within. Yellow Brick Road has appointed Frank Ganis as its leader. He joined YBR as a board member in 2017 and recently stepped into an advisory role. Ganis was ...

CountPlus resumes dividend payments

HARRISON WORLEY  |  MONDAY, 27 AUG 2018
... the next three years, the company will align, build and grow its core business." Earlier in the year the wealth management group extended its partnership with Xero to provide access for all members firm's to the company's cloud-based accounting softw ...

NAB CEO apologises over super failures

HARRISON WORLEY, DARREN SNYDER  |  FRIDAY, 10 AUG 2018
... confronting allegations at the Royal Commission, the NAB chief executive said it was clear the banking and wealth management group had not met the standard it expects. "And I'm sorry for that," Thorburn said. "It's clear in these cases and in ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
Financial Standard is calling on financial advisers to have their say in an annual managed accounts survey, after research shows a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth ...

Industry bodies respond to RG97 review

KARREN VERGARA  |  THURSDAY, 26 JUL 2018
Several industry bodies have welcomed the recommendations aiming to overhaul fee and cost disclosure practices of superannuation funds and managed investments under Regulatory Guide 97. Darren McShane, appointed by ASIC to spearhead the independent ...

Challenger chief becomes FSC deputy chair

ALEX BURKE  |  THURSDAY, 22 MAR 2018
... appointed CBA executive general manager, Commonwealth Private, Marianne Perkovic as a director, replacing CBA wealth management group executive Annabel Spring. Perkovic was previously executive general manager for wealth management advice at CBA and ...

ASIC hits former Westpac, NAB, YBR adviser with permanent ban

ALEX BURKE  |  MONDAY, 5 MAR 2018
ASIC has permanently banned a financial adviser who worked at some of Australia's leading wealth management groups for unethical conduct. Muneer Mahmood Khan, also known under the alias Ivan Khan, was found to have appropriated $185,000 from an elderly ...