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Showing 21 - 30 of 67 results for "wealth management market"

Citi launches currency product, targets HNW investors

DARREN SNYDER  |  MONDAY, 4 JUN 2018
Citi Australia is continuing its increased push into the local wealth management market, introducing a currency product targeted at globetrotting high-net-worth investors. The Global Currency Account is launching as a transaction account with the ability ...

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... of 42 participating members of IMAP reinforces the dramatic impact managed accounts are having on the wealth management market. IMAP chair Toby Potter said managed accounts have raised the bar for the level of services and functionality financial advisers ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
... clients." "The reputation of our MDA Service is continuing to make positive inroads into the IFA and wealth management market. We are experiencing an uptake in firms implementing an MDA option within their business." Nejasmic added that there is a growing ...

KPMG names insurance and wealth lead

KARREN VERGARA  |  TUESDAY, 23 JAN 2018
... strengthen performance while positioning for longer-term success. He added the Australian insurance and wealth management market is going through an unprecedented period of change in client expectations, political and regulatory pressure, mergers and ...

Wealth technology firm acquired for $6.8bn

DARREN SNYDER  |  THURSDAY, 18 JAN 2018
US investment and financial services software provider SS&C will pay about $6.8 billion to acquire a global technology outsourcing specialist with operations and institutional clients in Australia. SS&C will purchase DST Systems with an all-cash transaction ...

Australia, a tough nut to crack

ALEX DUNNIN  |  THURSDAY, 7 APR 2016
... risk, not because of capital market issues, but because of commercial realities regarding how Australia's wealth management market operates. They cited the extraordinary influence of gatekeepers such as gatekeepers and research rating agencies play in ...

Nominations open for 2016 MAX Awards

MICHELLE BALTAZAR  |  THURSDAY, 24 MAR 2016
... important as the industry hits the multi-trillion dollar mark. Rainmaker predicts that the size of the wealth management market will surpass $8 trillion by 2035. The format this year will be different to previous years with new categories introduced ...

Funds under management to hit $8tr by 2035: research

MICHELLE BALTAZAR  |  FRIDAY, 19 FEB 2016
... Competition will intensify among the country's largest fund managers as research forecast the size of the wealth management market to reach $8 trillion by 2035, at a bare minimum. In the latest Rainmaker Roundup report on funds under management (FUM) ...

Super fees almost halved in five years

MARK SMITH  |  MONDAY, 28 SEP 2015
Super fund fees have fallen 40% in the last five years owing to regulatory shifts and technological innovation, but the fall has not unduly impacted providers' bottom lines, according to the latest comprehensive survey of the sector by Rainmaker. The ...

Zero-margin platforms could target Australian market

ALEX BURKE  |  TUESDAY, 1 SEP 2015
... products, simply delivered but very heavily marketed, could have a chance of disrupting the Australian wealth management market in the years ahead," the report continued. "A memorable example in the banking segment was when ING Direct entered the Australian ...