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Showing 4351 - 4360 of 9284 results for "wealth"

Centuria Life announces promotion

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... in building market understanding of the case for, and use of, bonds as a means of creating, transferring, and protecting wealth. Growth potential for the investment bonds market is solid, due in part to favourable tailwinds from market and policy changes ...

Royal Commission singles out 325 NAB staff cutting corners

ALEX BURKE  |  TUESDAY, 24 APR 2018
... Meyn's conduct to the association of which he eventually became a member, the FPA. NAB chief customer officer - consumer and wealth Andrew Hagger said this was because "our focus was on the employment disciplinary procedure which led to [Meyn's] termination." ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON  |  TUESDAY, 24 APR 2018
An accounting and wealth advisory group is welcoming a new head of SMSF to establish a dedicated financial advice service. Omniwealth has appointed Stephen Hogg to lead a self-managed superannuation fund advice offering and implement a real-time reporting ...

ANZ blames systems for inadequate controls: RC

KARREN VERGARA  |  MONDAY, 23 APR 2018
... aligned dealer groups: RI Advice, Millennium3 and Financial Services Partners. ANZ chief risk officer and head of digital and wealth Australia, Kylie Rixon, told the Commission it was more difficult to mandate centralised services, ongoing service contracts ...

Millennials faring well financially: BTFG

HARRISON WORLEY  |  MONDAY, 23 APR 2018
... with balancing their day to day spending with longer term goals such as a getting a foot on to the property ladder and wealth building. So it's good to see that, despite these admirable goals, millennials are looking to the future with confidence and ...

Royal Commission presents clear downside for bank stocks

ALEX BURKE  |  MONDAY, 23 APR 2018
... Nowacki said. "Institutions will also need to review the clear conflicts of interest around their vertical integration of wealth and retail banking divisions and whether some of these businesses need to be sold or spun off." Nowacki also noted that the ...

Royal Commission to boost ETFs: VanEck

KANIKA SOOD  |  FRIDAY, 20 APR 2018
A $1.4 billion ETF manager believes growth in the sector will soar as the Royal Commission hears evidence on the conflicts of interest within vertically-integrated institutions. An increasing number of financial advisers have been using ETFs to diversify ...

Global manager sells distribution platform

HARRISON WORLEY  |  THURSDAY, 19 APR 2018
... allow MFEX to provide open-architecture funds distribution within Natixis' parent company, BPCE Group, and both Natixis Wealth Management and Natixis Assurances. While the deal is yet to be subjected to appropriate consultation, MFEX hopes it will strengthen ...

Wealth management products make big leaps in digital sales readiness

KANIKA SOOD  |  THURSDAY, 19 APR 2018
Australians can now apply for 60% of all wealth management products offered by the country's biggest banks from their mobile phones, according to a fintech which helps financial services companies acquire clients. Avoka measured digital sales readiness ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
The boutique wealth manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth ...