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Showing 4111 - 4120 of 9281 results for "wealth"

Perpetual reports $140m profit, investments business dips

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
Perpetual has delivered a net profit after tax of $140 million for the financial year, as its private wealth and corporate trust units jumped in profits and the investments business dipped. The total NPAT is up 2% over FY17. Perpetual Investments profit ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... partnered with Praemium, moving to its integrated managed accounts solution. Thornton Group, Advisory Partners and Providence Wealth have partnered with Praemium for separately managed accounts. It continues the firm's recent growth which saw it pass ...

UBS shutters UK robo platform

KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... has shuttered its robo-advice offering in the UK after less than two years since its launch. UBS SmartWealth, a digital wealth platform that assesses clients' financial situation and risk profile to recommend a relevant investment option, has closed ...

Future Fund delivers 9.3%, increases risk moderately

KANIKA SOOD  |  WEDNESDAY, 29 AUG 2018
The Future Fund delivered a 9.3% annual return, taking Australia's sovereign wealth fund to $146 billion. It also added "moderate" risk in the period to take advantage of a shorter-term economic outlook which it says looks positive. Its 10-year return ...

Advice firm rebrands, confirms independence

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
... independence. Celebrating its 10th anniversary, Hogben Farrell Financial Planning in Kew, Victoria has changed its name to Guided Wealth. According to the practice, the name represents the direction the business is taking and reflects the immense change ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
Morgan Stanley Wealth Management was caught by ASIC for falsely claiming it was independent. According to the regulator, Morgan Stanley made a claim in an ASX announcement released by Praemium in June that its services included an independent advice ...

Retail super funds in hot water: Royal Commission

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... was for the purpose of minimising any reputational impact; NAB chief customer officer and former group executive of NAB Wealth Andrew Hagger's role in dealing with ASIC. It showed disrespect for the regulator's role and a disregard for the gravity ...

CountPlus resumes dividend payments

HARRISON WORLEY  |  MONDAY, 27 AUG 2018
... final stage of a two-year transformation period, resuming dividend payments in the process. In a release, the diversified wealth management firm announced it had resumed dividend payments, with a 1 cent dividend to be paid. The business also reduced ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
A former JP Morgan executive director joined a boutique private wealth firm in a newly-created role. Lipman Burgon & Partners has appointed Alex Pikoulas as portfolio manager within the firm's new investment Centre of Excellence. Bringing more than ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... lid on fees," he said. Among the financial planning practices that will share their key learnings are Stanford Brown, The Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend, financial planner ...