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Showing 4031 - 4040 of 9281 results for "wealth"

What 1% in fees could do to investments

KANIKA SOOD  |  FRIDAY, 19 OCT 2018
... past years from 97 bps" Hodge said. "We can do it even cheaper." Read InvestSMART's full paper How fees can destroy your wealth in FS Advice.

Young advisers key to business sustainability

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... experiences and insights that can be of great value to firms as they look to engage the next generation of clients," Macquarie Wealth Management division director Sherise Mercer said. "They have a good understanding of what will resonate with a younger ...

Perpetual distribution lead departs

JAMIE WILLIAMSON  |  WEDNESDAY, 17 OCT 2018
... growing its intermediary business in Australia. Based in Sydney, he will focus on local financial institutions and private wealth managers, the fund manager said. Thompson has been with Perpetual for more than six years, having commenced in 2012 as head ...

Former AustralianSuper risk boss joins AMP super boards

HARRISON WORLEY  |  TUESDAY, 16 OCT 2018
... Commonwealth Bank and Qantas. AMP Superannuation Limited chairman Rick Allert said Brain and Doyle's experience would ensure the wealth manager's super funds were governed in the best interests of members. Separately, AMP this week lost a mandate to ...

Temenos scores digital transformation mandate

KARREN VERGARA  |  TUESDAY, 16 OCT 2018
... that runs on Microsoft Azure. It is listed in the Swiss Stock and provides banking software systems to retail, corporate, wealth managers, and financial institutions.

Mercer wins two super fund mandates

HARRISON WORLEY  |  TUESDAY, 16 OCT 2018
... appointed the Mercer Super Trust as manager of its fund and related member support services. The transition is set for 2019. Wealth manager AMP has managed the fund since 2004, however the 14 year association will end this year. It's another blow for ...

Charity comparator to launch premium service

KANIKA SOOD  |  MONDAY, 15 OCT 2018
A charity comparator website co-founded by a former Lonsec general manager is set to launch a premium vetting service for wealthy donors. The Impact Suite collects data on about 56,000 not-for-profits (NFP) and charities. The free version launched in ...

Superannuation ripe for blockchain

HARRISON WORLEY  |  MONDAY, 15 OCT 2018
... the industry will want more clarity around blockchain applications before it jumps in. Bravura Solutions global head of wealth management product Michelle Lusty says blockchain and DLT will find success in wealth management once they begin to offer a ...

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... four licensed businesses IOOF acquired from ANZ, a transaction that was finalised this week. IOOF group general manager of wealth management Renato Mota said Kellett's 20 years of financial services experience made him ideal for the job. "We are ...

AFA shines spotlight on member service

JAMIE WILLIAMSON  |  FRIDAY, 12 OCT 2018
... categories: AFA Recognition Awards and the AFA Thought Leader Award. The inaugural Thought Leader Award was presented to Focus Wealth Advisers principal Eleanor Dartnall. This award represents the pinnacle of community awards, the AFA said. Powe Financial ...