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Showing 4191 - 4200 of 9281 results for "wealth"

FASEA-induced exodus increasingly likely

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
About 20% of FINSIA's adviser members will leave the advice industry if they are forced to undertake additional postgraduate study. According to a survey conducted by the industry body in support of its submission to the Financial Adviser Standards ...

SMSF administrator chief joins advice firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JUL 2018
... executive Olivia Long has been appointed managing director, strategy and operations within Prime Financial Group's wealth management and superannuation business. She will be primarily responsible for the development and delivery of Prime's products ...

MLC announces new chief executive

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... superannuation, and asset management businesses, currently operating under MLC and other brands, to allow for a focus on simpler wealth offering via nabtrade and JBWere. Thorburn commented Lloyd is a standout leader and the right person to lead through ...

AMP claims director exits

KARREN VERGARA  |  MONDAY, 16 JUL 2018
... director since the merger of AMP and AXA Asia Pacific in 2011. He was responsible for the distribution of AMP's insurance, wealth management and banking products to financial advisers. Wyatt spent 25 years at AXA both in Australia and the UK, and ...

Should high-income earners pay charity levy?

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
Academics have proposed a new system to better distribute Australia's wealth - one which would see high-income earners pay a charity levy. The levy would be based on a small percentage of earnings for Australians with income of more than $269,000 ($US200,000). ...

UBS chief investment strategist leaves

KANIKA SOOD  |  FRIDAY, 13 JUL 2018
... via a TV screen in the meeting room. UBS said the project is designed to "test the acceptance of digital assistants in a wealth management context." UBS said any future rollouts would depend on the pilot program and the feedback from advisers and their ...

Family offices maintain equity allocations: Study

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
... 13.6%). Half (48%) the survey respondents continue to have ownership of the original business that generated the family's wealth. More than two-thirds of respondents were led by generations one and two (69%) and 84% of the family offices were headquartered ...

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... corresponding period, with about $566 million of inflows coming in from Australian business. It most recently won Morgan Stanley Wealth Management's managed accounts business and inked a deal with West Australian wealth manager Hartleys. It also ...

Sovereign investors change tack: Invesco

KANIKA SOOD  |  THURSDAY, 12 JUL 2018
Equities have overtaken bonds in the portfolios of sovereign wealth investors, according to Invesco which interviewed 126 central bank and sovereign wealth managers. Asia Pacific sovereign wealth investors are eyeing alternative investments and picking ...

Pre-retirees fear longevity risk: AustralianSuper

JAMIE WILLIAMSON  |  THURSDAY, 12 JUL 2018
... so that it captures the four important areas that contribute to confidence during and just before retirement: building wealth, community, health and wellbeing and setting goals," Garrido said. The research shows that 68% of pre-retirees surveyed believe ...