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Showing 4131 - 4140 of 9281 results for "wealth"

HUB24 lifts targets

KANIKA SOOD  |  MONDAY, 20 AUG 2018
... of existing forces at play on the post FOFA environment," it said. "These include three out of four major banks exiting wealth, pressure being applied to grandfathered commission structures and traditional vertical integration models." HUB24's market ...

IOOF adds advice GM

JAMIE WILLIAMSON  |  MONDAY, 20 AUG 2018
... as well as IOOF's existing teams. To support the significant increase in advice capabilities, IOOF has created a new wealth management structure designed to maximise efficiencies in delivering advice, group general manager of wealth management Renato ...

Advisers can help democratise philanthropy

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... fuelling changes in the philanthropic sector that present business development opportunities for the financial advice and wealth management industries, according to an expert. State Street Global Advisors SPDR head of practice management Brie Williams ...

Female Excellence in Advice finalists announced

DARREN SNYDER  |  THURSDAY, 16 AUG 2018
... profession, the community and clients. Finalists for the 2018 award are: Dominique Bergel-Grant, Leapfrog LIFE Joanna Ryan, Lumix Wealth Tonina Ciarrocchi, Alta Financial Planning Nicole Heales, Nicole Heales Financial Donna Lee Powell, DLP Life Design ...

TAL appoints customer operations lead

KANIKA SOOD  |  WEDNESDAY, 15 AUG 2018
... operations and underwriting is Matt Paterson. He has 15 years' experience in financial services, with a strong focus on wealth management and life insurance. In his most recent role, he was a principal at customer experience company Limebridge Australia. ...

Customer data protections progress

DARREN SNYDER  |  WEDNESDAY, 15 AUG 2018
Wealth management firms have an opportunity to set the course around how they better deliver customer-oriented solutions following the Federal Government's release of draft legislation on the Consumer Data Right. The Consumer Data Right is aimed to ...

GBST Australian revenues dip, UK picks up

KANIKA SOOD  |  TUESDAY, 14 AUG 2018
... last financial year, just as its UK business delivered strong earnings growth. GBST is a provider of administration for wealth management, capital market and retail broking businesses. Its Australian wealth management business revenue for FY18 was down ...

Nikko AM wins Aussie equities mandate

KARREN VERGARA  |  TUESDAY, 14 AUG 2018
... key clients and family offices at Barclays and served 13 years at Morgan Stanley, including as managing director, private wealth. Nikko AM created the new role as part of its commitment to the United Nations' Women Empowerment Principles. Nikko AM ...

Suncorp suppressed tax benefits to super members

KARREN VERGARA  |  TUESDAY, 14 AUG 2018
... admin fee of 1.1% calculated on total member assets. In FY16, that amounted to 0.92%. Yesterday, the commission heard NAB Wealth failed to make its plan service fee issue easy to solve. Hostplus chief executive David Elia will appear before the Commission ...

Trust in financial services down since Royal Commission: Poll

HARRISON WORLEY  |  TUESDAY, 14 AUG 2018
... AMP in particular take a major hit, with several board members, the chief executive and chair all stepping down from the wealth manager after its fees-for-no-service issue made headlines, including its admissions of misleading the corporate regulator. ...