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Showing 4271 - 4280 of 9284 results for "wealth"

Netwealth boosts class action involvement

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... available information on open class actions within the platform's Corporate Actions Diary to clients with a Netwealth Wealth Accelerator or Investment Wrap account. If they meet the eligibility requirements outlined, clients can then notify Netwealth ...

Members abandon bank-aligned group insurers

KARREN VERGARA  |  TUESDAY, 5 JUN 2018
... insurers on the other hand represented more than 85% of all NFP members. Within the retail superannuation segment, as larger wealth groups move away from owning and providing capital for life insurance offerings, this will likely lead to the next market ...

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
A wealth manager with about $27 billion in assets under management has signed on to use Praemium's managed accounts services. Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed ...

Citi launches currency product, targets HNW investors

DARREN SNYDER  |  MONDAY, 4 JUN 2018
Citi Australia is continuing its increased push into the local wealth management market, introducing a currency product targeted at globetrotting high-net-worth investors. The Global Currency Account is launching as a transaction account with the ability ...

Australia should consider Islamic finance to bridge infrastructure gap

ALEX BURKE  |  MONDAY, 4 JUN 2018
If super funds continue to spurn local infrastructure investment in favour of offshore assets, Crescent Wealth managing director Talal Yassine believes the Islamic finance market should help make up Australia's shortfall. Yassine called on the Federal ...

Australian Unity Trustees signs tech partnership

JAMIE WILLIAMSON  |  MONDAY, 4 JUN 2018
Australian Unity inked a deal with a major wealth management software provider to fortify its trustee business. Australian Unity Trustees has selected Bravura Solutions' Garradin platform to provide its core operating system. The implementation of Garradin ...

Findex launches debt advisory business

ALEX BURKE  |  MONDAY, 4 JUN 2018
... to support their success and growth," she added. Crowe Horwath executive managing partner Dan Dale said: "Mary brings a wealth of experience to the role and a refreshing approach which emphasises the need for forward thinking and the adoption of new ...

ASIC bans former AMP adviser

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
ASIC's wealth management project has banned a former Charter Financial Planning adviser for five years. Desmond Luplau has copped a five-year ban on the provision of financial services from the regulator for failing to act in the best interests of his ...

Managing Director departs AMP-backed planning network

HARRISON WORLEY  |  MONDAY, 4 JUN 2018
... follows a series of high profile departures from AMP and its related entities in the wake of the Royal Commission. In May the wealth manager lost Pally Bargri, chief risk officer of its advice business who cited challenging times ahead for the business. ...

ANZ adds to OnePath capability

HARRISON WORLEY  |  THURSDAY, 31 MAY 2018
... trustees and members to have better claims discussions with added transparency and clarity over the status of claims. ANZ Wealth head of insurance Gerard Kerr commented that the new portals added what amounts to self-service capability. "At OnePath ...