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Showing 4341 - 4350 of 9284 results for "wealth"

Financial planning must regroup and reform: Social Media

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... - pleased to hear this response from the regulator #BankingRC pic.twitter.com/h6kRuXlJvU - Story | Anne Graham (@story_wealth) April 27, 2018 Story Wealth Management managing director and senior financial adviser Anne Graham believes that individually ...

Saxo Bank moves banking platform to cloud

KANIKA SOOD  |  FRIDAY, 27 APR 2018
... infrastructure for their products. The most prominent examples include the cloud-based accounting software company Xero. Some wealth management companies are partnering with cloud-based platforms as well. In March, Netwealth joined the myprosperity portal ...

Heffron partnership to offer robo-SMSFs

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
... saying the solution offered a lower prospective SMSF entry point. "Digital technology and automation are disrupting the wealth industry not because they're new but because they meet a need for investors, reduce barriers to investment and reduce costs," ...

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
Australians are unprepared for the impending intergenerational transfer of wealth according to one of Australia's oldest mutual companies. Referencing an ING report from 2016, Australian Unity said $2.4 trillion will be passed down from the baby boomer ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
... deliver a customised solution to high-net worth clients. Following a business model review, Victorian advice practice Kuda Wealth now offers a suite of risk-based portfolios designed and built by Watershed Funds Management via the OneVue platform. Kuda ...

Norway dominates sovereign wealth funds

KARREN VERGARA  |  THURSDAY, 26 APR 2018
Norway's Government Pension Fund Global (GPFG) remains the world's largest sovereign wealth fund, buoyed by an equities portfolio propelling most of its US$1.06 trillion assets under management. Preqin's latest sovereign wealth fund asset report shows ...

Future Fund continues progress yet challenges lay ahead

HARRISON WORLEY  |  TUESDAY, 24 APR 2018
Australia's sovereign wealth fund has continued to exceed benchmark return targets, with the fund now standing at $141 billion. Chair of the Future Fund Board of Guardians, Peter Costello, was pleased with performance of the fund, but mentioned that ...

IOOF updates market on ANZ wealth sale

KARREN VERGARA  |  TUESDAY, 24 APR 2018
IOOF gave shareholders an update on its ANZ Wealth acquisition in light of the banking Royal Commission. ANZ announced in September 2017 it will divest OnePath's pension and investments and four aligned dealer groups to IOOF for $975 million. IOOF's ...

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
Robo-adviser Clover has partnered with a Melbourne-based private wealth firm to provide its proprietary online financial advice and wealth management technology. The white-label structure will see Collins House offer a digital advice service to clients ...

ANZ, NAB bottom lines take a hit

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... New Zealand division, to HNA Group. ANZ booked $18 million in cost recovery related to the sale. Exiting its retail and wealth businesses from Asia proved to be a bright spot - an $85 million net gain will be recognised. Selling out of Philippines-based ...