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Showing 4101 - 4110 of 9281 results for "wealth"

Integrity Life expands senior team

KARREN VERGARA  |  TUESDAY, 4 SEP 2018
... Mark McCrea is the new operations manager and Jacqueline Little takes on the head of product role. Joining from ClearView Wealth as head of operations, McCrea brings 25 years' of experience in financial services - predominantly in life insurance. McCrea ...

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
A new financial planning software solution that removes the need for paraplanners has been launched to the market. Advice Intelligence has launched a software platform that enables financial advisers and clients to co-create the advice journey, informed ...

Netwealth doubles market share

DARREN SNYDER  |  MONDAY, 3 SEP 2018
... being the "leading platform provider for advisers and clients." "We are experiencing significant structural changes in the wealth management industry in Australia. Many of these changes are benefiting Netwealth and will continue to accelerate as many ...

Former Mercer director joins MGP

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... advisers, brokers and fund managers looking to future proof their business models and operations as the shift to non-unitised wealth management services continues, he added. MGP also recently appointed a new chief financial officer in Mark Pozzi. Pozzi ...

Zervides elected president of IPA Victoria

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
The founder of Australian Wealth Solutions has been elected to lead the Victorian arm of the Institute of Public Accountants. Australian Wealth Solutions director and senior financial adviser Sam Zervides was recently elected Victorian president of ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... finalists are female with Finance Your Future's Rachael Bursell, Altitude Financial Management's Jacinta Martin and Wealth Enhancer's Rebecca Pritchard nominated. Appearing as finalists in 2017, Rising Tide Financial Services' Sam Jewell ...

Robo-advice not dead: GlobalData

HARRISON WORLEY  |  MONDAY, 3 SEP 2018
... recent closure of UBS' robo-advice offering in the United Kingdom, robo-advice is here to stay. According to GlobalData wealth management analyst Sergel Woldemichael, the high-profile shuttering of the giant's UK robo platform means little for the future ...

Drought-hit farmers turn to advice

KANIKA SOOD  |  MONDAY, 3 SEP 2018
This July was the driest in Australia for 16 years. Almost 100% of New South Wales and 57% of Queensland is in drought and financial advisers are dealing first-hand with the impact. The numbers are startling yet they don't come close to measuring ...

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
... offering," Walker said. A former financial planner, Cilmi began his career with Bendigo and Adelaide Bank, moving to Bendigo Wealth as a senior manager of its technical solutions team. He then moved to Sandhurst Trustees as a senior manager of research ...

WAM Capital announces LIC takeover bid

KARREN VERGARA  |  FRIDAY, 31 AUG 2018
... that it says has consistently "underperformed" since inception. WAM Capital made a conditional off-market takeover bid for Wealth Defender Equities Limited (ASX: WDE) overnight for a price of $0.996 per share. This represents a 15% premium based on WDE's ...