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Showing 4071 - 4080 of 9281 results for "wealth"

Retirement living advice is an opportunity: Challenger Financial Standard Technical Services Forum

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... have many clients who are in pre-retiree on retirement phase and will need assistance with aged care and intergenerational wealth transfer at some point, he said. For advisers who haven't given this much thought, this presents an opportunity to provide ...

Specialist insurer updates definitions

KARREN VERGARA  |  FRIDAY, 21 SEP 2018
... financial adviser relationships and supporting PPS Mutual's proposition within the region. Hopwood spent five years at ANZ Wealth as business development manager for life risk, where he was responsible for managing relationships between key stakeholders ...

Easton buys SMSF service provider

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... provides dealer services to about 80 accountants. Easton already provides dealer services to 500 accountants through GPS Wealth and Merit Wealth, its previous acquisitions. Hayes expects SMSF Expert's 80-strong number to increase in the next three to ...

Franking credits inquiry launched

HARRISON WORLEY  |  THURSDAY, 20 SEP 2018
An inquiry has been launched to examine the implications of Labor's policy to remove refundable franking credits. The House of Representatives Standing Committee on Economics will investigate the implications of removing refundable franking credits. ...

Powerwrap appoints head of operations

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... high-net-worth clients. Bringing about 20 years' experience in financial services, Hartnett's knowledge of the Australian private wealth management industry adds further strength to the management team, Powerwrap chief executive Will Davidson said. "Andrew ...

AFA launches consumer advice expo

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... visitors will hear from informed speakers and have the opportunity to meet financial services experts, as well as engage with wealth management tools. Bineham said the AFA is proud to be partnering with Pinstripe Media for what it hopes will become an ...

Former Macquarie advisers banned

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... have both been banned from providing financial services for 10 years. Landau was an authorised representative and senior wealth adviser in the Adelaide office of Macquarie Equities, while Campbell was an authorised representative and executive investment ...

Zenith introduces shareholder voting advice

KARREN VERGARA  |  TUESDAY, 18 SEP 2018
... individual clients once the voting results are formalised," Zenith said. A case in point is the recent WAM Capital bid for Wealth Defender Equities. WAM's 84-page bidder's statement is a document advisers need to absorb and interpret before deciding ...

Big-spending retirees live in Melbourne: Research

KARREN VERGARA  |  TUESDAY, 18 SEP 2018
Melbourne's surrounding suburbs are home to Australia's highest spending retirees, Milliman analysis shows. Retirees living in the wealthy enclaves of Armadale, Prahran, Windsor, South Yarra East and Toorak or Stonnington West spend $56,711 per year ...

Fintech specialist joins platform provider

JAMIE WILLIAMSON  |  TUESDAY, 18 SEP 2018
... Handley said. "Being responsible for developing our IT strategy, Mahoney and his team will implement a next generation wealth management platform for our advisers and their clients," Handley said. Mahoney is a former head of digital transformation and ...