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Showing 4161 - 4170 of 9281 results for "wealth"

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
... Finalists in each category and the respective winners are: Licensees Managed Accounts Stanford Brown Group (winner) Crystal Wealth Paradigm Group The Lunar Group Pty Limited Viridian Advisory Pty Ltd WLM Financial Services Innovation Dynamic Asset Consulting ...

ClearView defends arrested director

HARRISON WORLEY  |  THURSDAY, 2 AUG 2018
... after he was arrested and charged with one count of conspiracy to defraud. In a series of announcements to the market, wealth manager ClearView confirmed Brown was arrested in Papua New Guinea after Melanesian Trustee Services claimed Brown's employer ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... managed accounts survey, after research shows a spike in the number of products and services launched since last year. Listed wealth management groups HUB24, Netwealth and Praemium have all announced substantial managed accounts uptake in recent months ...

AustralianSuper tax specialist heads to fintech

KANIKA SOOD  |  WEDNESDAY, 1 AUG 2018
A wealth management software provider has hired a senior analyst from AustralianSuper, as it builds out its suite of tax products and their distribution. Elly Grace is joining GBST as a client relationship manager and a tax SME on its tax solutions ...

Former Arnhem executive takes new role

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... Perpetual where he was a senior investment specialist. He has also previously held roles with Colonial First State and Asgard Wealth Solutions. Stobart joined Ellerston Capital this month, leaving behind Arnhem which is in the process of winding down ...

Diversity underscores wealth manager success

KARREN VERGARA  |  TUESDAY, 31 JUL 2018
The wealth management industry's ability to realise its full potential and social purpose will be underpinned by a diverse workforce and conscious capitalism, according to Pendal chief executive Richard Brandweiner. Brandweiner said the volume of ...

Adviser Ratings to predict licensees' quality of advice

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... clarity and consistency of information used by consumers in selecting a financial adviser. Adviser Ratings' chief executive, wealth Mark Hoven said the destruction of trust in the financial advice industry is deeply concerning. "Our mission is to increase ...

NAB recruits customer executive

KARREN VERGARA  |  MONDAY, 30 JUL 2018
... 2010 to2015. This is the second customer executive role the bank has created for NAB Partners, its private banking and wealth management division that services customers with income of $400,000 and investable assets of $1 million outside the family home. ...

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
... executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief commercial officer. Davis served nine years at Australian Unity, having joined ...

Leading philanthropic couple honoured

HARRISON WORLEY  |  FRIDAY, 27 JUL 2018
One of Australia's leading philanthropic couples received the top honour at the 2018 Philanthropic Awards. Nicola and Andrew Forrest were recognised as Philanthropy Leaders of the Year at Philanthropy Australia's annual awards night held at ...