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Showing 4291 - 4300 of 9284 results for "wealth"

ANZ dealer group chief departs

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... Unity's financial advice division. As executive general manager - advice, Brown will report directly to Australian Unity Wealth and Capital Markets chief executive David Bryant. Prior to joining ANZ Wealth, Brown was head of advice development at ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
Technology provider Midwinter was selected to provide financial planning software services to the advice division of a major financial services organisation. Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's ...

Netwealth affirms value of financial literacy

HARRISON WORLEY  |  WEDNESDAY, 23 MAY 2018
... way," "We are really proud to support this initiative as we think it makes a real difference, helping young Australians see wealth differently. Results like 57.68% of all Banqer users having experienced working for a wage illustrates the real-life value," ...

Spaceship looks outside of superannuation

KANIKA SOOD  |  WEDNESDAY, 23 MAY 2018
... invest their after-tax savings from their salary but did not know where to start. "A lot of millennials are saying that wealth management products are difficult to use and what we are really trying to do is figure out what is the right direction to simplify ...

Perennial cuts fees for defensive LIC, revises investment strategy

ALEX BURKE  |  TUESDAY, 22 MAY 2018
... its defensive listed investment company as part of a revision of the overall investment strategy. Management fees for the Wealth Defender Equities LIC will be cut from 0.98% to 0.8%. This follows the LIC's board announcing that historically the investment ...

CBA advice executive departs

JAMIE WILLIAMSON  |  TUESDAY, 22 MAY 2018
... advice executive at Commonwealth Bank has taken a new role at Bank of Queensland. CBA's executive general manager, wealth management advice Lyn McGrath has been appointed to lead BOQ's retail banking division. Announced as part of a raft of changes ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
... both the IPS technology platform and the talented client focused team we have servicing our clients. As advice and private wealth sectors adjust to a new normal, IPS' unique position in the market will only become stronger," Caser said. "IPS has strong ...

New partnership to simplify estate planning

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... platform to generate a standard, legally binding will from View Legal on behalf of clients. Relevant data from their personal wealth portal, including all their assets and liabilities, will automatically populate and the will is then stored on the platform. ...

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... time to spend on higher value add tasks like deepening the client relationship and expanding the provision of advice," NAB Wealth distribution general manager Geoff Rogers said. Advisers are also increasingly seeing the benefits of managed accounts for ...

AMP Advice risk chief departs

HARRISON WORLEY  |  THURSDAY, 17 MAY 2018
... his post as AMP Advice chief risk officer, stating he does not have the capacity required to help steer the under fire wealth manager through the challenging times which lay ahead. Bargri announced his departure in a social media post earlier this week. ...