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Showing 4041 - 4050 of 9281 results for "wealth"

You got me at like: Advisers tap social to retain clients

MICHELLE BALTAZAR  |  THURSDAY, 11 OCT 2018
Social-savvy financial advisers share their winning strategies at the AFA conference. Sam Robinson from Pursue Wealth, Nicole Heales from Nicole Heales Financial and Glen James from Fortify Financial have one thing in common: they are all certified ...

Financial literacy critical to European retirement

DARREN SNYDER  |  THURSDAY, 11 OCT 2018
... Wednesday, J.P. Morgan Asset Management head of Europe funds business Massimo Greco said the statistics left a large puzzle for wealth managers as the lack of financial literacy and investment "does not allow for growth in retirement savings in real ...

Education excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 11 OCT 2018
... Financial Advisers named the recipient of the 2018 Excellence in Education Award. Felicity Cooper of Queensland-based Cooper Wealth Management has been recognised for her commitment to professional development via continuing education and making a difference ...

Advice is the business to be in: Salt

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
... way to how Australians spend their time upon retiring - putting financial advisers in the hot seat to manage not only the wealth of the Baby Boomer generation, but the transfer of that wealth. "The sort of business to be in on the Australian continent ...

AFA names 2018 Rising Star

HARRISON WORLEY  |  WEDNESDAY, 10 OCT 2018
A Wealth Enhancers financial adviser was named the 2018 Rising Star of the Year award at this year's Association of Financial Advisers National Adviser Conference. The award, which is sponsored by ANZ Wealth, was presented to Rebecca Pritchard in ...

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
... in the United States and in Canada," he said. "I think something like 35% of the CFA charterholders there are in private wealth advisory. That is a booming part of the industry." He said as Australia's superannuation pool swells and people dip in ...

What do future asset managers look like?

DARREN SNYDER  |  WEDNESDAY, 10 OCT 2018
... striking solutions for these partnerships." His point is that "society needs asset managers now more than ever" in terms of wealth solutions. Willcox said J.P. Morgan Asset Management's multi-asset solutions business has grown at annual rate of more ...

ASIC bans Spectrum Wealth adviser

KARREN VERGARA  |  WEDNESDAY, 10 OCT 2018
The corporate regulator has banned a Spectrum Wealth adviser from providing financial services for three years, following an investigation that sprung from reports sent to ASIC by life insurers. Gurumukh Singh Mehra failed to act in his clients' ...

Scale integral to adviser success

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... financial advice businesses of the future will be those that have gained effective scale. That is the view of Fortnum Private Wealth, believing the increasingly challenging nature of running an advice business will give rise to advice collectives to ...

CBA to refund dead customers, grandfathered commissions

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... all grandfathered commissions charged to clients of Commonwealth Financial Planning. Taking further action to improve its wealth management business, CBA has announced it will be reviewing advice fees charged to deceased estates across all its advice ...