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Showing 4221 - 4230 of 9281 results for "wealth"

Aussie funds to access Asian markets

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... that will open up Asian markets for Australian financial services companies. The legislation was tabled in late March. Wealth management industry data manager APIR Systems welcomed the development. "The ARFP is an opportunity for Australian fund managers ...

ABA appoints deputy chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... retirement from the bank in March. "The ABA warmly welcomes David Carter to the new role of deputy chair. David will bring a wealth of experience to the role. With more than 25 years' experience in banking, wealth management and life insurance he is ...

Absolute returns core to building wealth: ARCO chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
Investors aiming to build wealth should ignore market performance indices for at least a portion of their portfolio, according to ARCO chairman Bruce Loveday. "If you want to build wealth reliably over time, I would say that any alternative to having ...

SSGA appoints APAC managing director

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
... business development strategy. Miholich will report to SPDR global head of capital markets Tim Coyne. "Marcus brings a wealth of ETF and trading experience to our team and we look forward to working with him to strengthen our capability in this critical ...

Australian Unity creates IFA leadership role

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... joining Australian Unity as general manager, self-employed advice; a new role that will contribute to the Australian Unity Wealth and Capital Markets executive team. Csavas will be primarily responsible for identifying opportunities to strengthen and ...

Wealth fintech partners with Milliman

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
Ignition Wealth has struck a partnership to use Milliman's data expertise in developing its white label digital engagement and financial advice solutions. The two have started work on building advice solutions, with artificial intelligence, machine ...

Allianz Retire+ announces leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... Catriona Wortley as head of distribution. She was most recently vice president and account manager on the PIMCO Global Wealth Management team and has previously held roles with Zurich Investment Services and Equity Trustees. Former Macquarie Group head ...

YBR offloads legacy wealth subsidiary

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
... and recurring revenues - impacting about 150 private clients. YBR said the decision to sell is based solely on the YBR Wealth division focusing on the scale provided by the YBR branch franchisee and Vow adviser and broker network, and other platforms. ...

Macquarie shuffles infrastructure debt leadership

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
... announced the appointment of former Macquarie chief risk officer Stephen Allen to its investment committee. Allen brings a wealth of experience in risk management and global infrastructure finance, having been involved in the space for over 25 years ...

NAB names wealth advocate

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
NAB appointed a wealth customer advocate tasked with lifting the standards of the banking group's financial advice complaints process. Clare Petre is the new independent customer advocate for customers, overseeing products, services and advice. She ...