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Showing 3991 - 4000 of 9281 results for "wealth"

Merger to create $885m LIC

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
... will provide a larger capital and shareholder base. WAM Capital (WAM) completed a successful takeover bid of another LIC, Wealth Defender Equities (WDE), on October 26, gaining 95.26% of the shares.

Former CBA Private advisers join Wilsons

HARRISON WORLEY  |  WEDNESDAY, 14 NOV 2018
Wilsons Advisory appointed two former CBA advisers to its private wealth team. Curtis Smith and Peter Jones are set to link with the firm this month, bringing with them 30 years of experience in providing financial advice to high-net-wealth individuals. ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
... Australian Unity Investments' head of investment product and strategy. She has also held senior management roles at UBS Wealth Management, Deutsche AM and Skandia in a career spanning 20 years. Morningstar Investment Management Australia provides discretionary ...

Vale Paul Costello

DARREN SNYDER  |  TUESDAY, 13 NOV 2018
... executive at the Superannuation Trust of Australia; the founding managing director and chief executive at two sovereign wealth funds - the Future Fund and the New Zealand Superannuation Fund; and held numerous advisory and investment committee roles ...

When aged care advice takes an emotional toll

KARREN VERGARA  |  TUESDAY, 13 NOV 2018
... Practice Retirement Income Forum. After experiencing the highs and lows of transitioning her father into aged care, Focus Wealth Advisers senior financial adviser Alex Denham urged the audience to anticipate the emotional costs that come with aged care ...

Growth spurs new hires at Australian Unity

HARRISON WORLEY  |  TUESDAY, 13 NOV 2018
Australian Unity made a raft of appointments to support growth in its investments arm. The wealth manager added George Cupac to lead its private markets and institutional clients division, while hiring former AMP Capital executive Shantini Nair as its ...

Vamos joins embattled insurer

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
... to $8 million. It has also advised that it will consider the sale of its non-core financial advice subsidiary, Spectrum Wealth Advisers.

Trust in advice hits record low

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
... financial advice involve not having the time to find an adviser, perceptions of high fees and perceptions of insufficient wealth, Choi said. "It is therefore vital that advice providers demonstrate the value of advice to potential clients in the context ...

Maximising retirement planning in an era of volatility

KARREN VERGARA  |  MONDAY, 12 NOV 2018
... Helping financial advisers find the best solutions and strategies for Baby Boomers, who own more than half of Australia's wealth, in an era of uncertainty underscored this year's Financial Standard Best Practice Forum on Retirement Income. Speaking ...

Aussie funds among the world's largest asset owners

KANIKA SOOD  |  MONDAY, 12 NOV 2018
... the biggest asset owners, taking up 61% of the total assets held by the names on the list. This was followed by sovereign wealth funds with 32% and outsourced CIOs and master trusts with 7%. Last week, another WTW study showed that Macquarie Group slipped ...