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Showing 4061 - 4070 of 9281 results for "wealth"

BlackRock outlines ETF plans for Australia

KANIKA SOOD  |  FRIDAY, 28 SEP 2018
... in Melbourne (taking the team there to two people) and another one in Sydney. "We are still in a similar split between wealth and institutional [on the team]. We have made a few changes in how we focus the team, what parts of the team we want to give ...

Fintech hub snaps up Afterpay co-founder

KANIKA SOOD  |  THURSDAY, 27 SEP 2018
... values of honesty, transparency and integrity," Scandurra said. Other new director appointments include ANZ digital and wealth chief risk officer Kylie Rixon; Moula co-founder and chief executive Aris Allegos; OpenSparkz chief operating officer Debra ...

WDE board pushes for takeover

KARREN VERGARA  |  THURSDAY, 27 SEP 2018
Wealth Defender Equities is urging its shareholders to accept WAM Capital's takeover bid. WDE non-executive directors, comprising Paul Clitheroe, Richard Morath and chair Alan Schoenheimer, said they have carefully considered the offer and recommended ...

Make sure you have cash: Geoff Wilson

KANIKA SOOD  |  WEDNESDAY, 26 SEP 2018
... changes" that may come out of the Royal Commission. WAM laid out three examples of this: banks are already divesting their wealth business to move away from vertical integration; they are lending responsibly and as an example, approving loans at 20-30% ...

Super fund appoints from JP Morgan

KANIKA SOOD  |  TUESDAY, 25 SEP 2018
A $9 billion industry superannuation fund has appointed JP Morgan's vice president of communications to lead its brand and marketing. Melissa Adam is heading to NGS Super after working at JP Morgan as a vice president marketing communications corporate ...

MGP board director resigns

JAMIE WILLIAMSON  |  TUESDAY, 25 SEP 2018
... contribution in consolidating the firm's growth position, stating that Peterson added to the "transformation of the wealth management market as one of the early managed accounts platform pioneers." "We thank Colin for his contribution and look forward ...

Family office invests in absolute return fund

KANIKA SOOD  |  MONDAY, 24 SEP 2018
... made on Friday, Singapore family office BMFA Group has committed to invest $34 million in this fund. BMFA Group offers wealth management, estate planning, insurance, and capital funding and commercial loans to high-net-worth (HNW) executives, professionals ...

How to retain HNW heirs as clients

KANIKA SOOD  |  MONDAY, 24 SEP 2018
Wealth managers who want to retain high-net-worth client assets through generations must engage better with their clients' heirs long before a wealth transfer happens, according to GlobalData. The GlobalData 2018 wealth manager survey asked wealth managers ...

Financial planning needs more women: FPA

HARRISON WORLEY  |  MONDAY, 24 SEP 2018
... the highest designation in financial planning," he added. De Gori's comments come as the FPA prepares for its Women in Wealth events, which it developed in association with Financial Executive Women (FEW) to promote mentoring opportunities for women ...

AFCA membership deadline arrives

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... previously held the position of lead ombudsman, investments and advice at the Financial Ombudsman Service. "June has a wealth of experience in the financial planning and related sectors, well-developed relationships with regulators, industry and consumer ...