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Showing 4401 - 4410 of 9284 results for "wealth"

Wealth firm appoints chief financial officer

DARREN SNYDER  |  TUESDAY, 20 MAR 2018
The financial services group formerly known as Austock is in the final stages of its rebrand, welcoming a new chief financial officer and formalising its new ASX code and website. Generation Development Group, the parent firm of Generation Life (formerly ...

AMP flags new practice management platform

ALEX BURKE  |  TUESDAY, 20 MAR 2018
... tool "aims to help advisers better serve their clients, meet compliance requirements and reduce operational costs." The wealth group described Goals 360, which was developed in partnership with Milliman, as being able to run 1000 different scenarios ...

ANZ considering IPO for subsidiary

KANIKA SOOD  |  TUESDAY, 20 MAR 2018
... subsidiary is not the only one that ANZ is looking to sell or spin out. The bank is divesting from its Asian retail and wealth business in six countries; its Australian investment and pension business; China's Shanghai Rural Commercial Bank and the Phillippines' ...

ING appoints head of wealth from Suncorp

ALEX BURKE  |  TUESDAY, 20 MAR 2018
ING Australia has appointed a new head of wealth. Cathy Duncan joins ING from Suncorp, where she was executive manager superannuation. Before that, she was general manager, national distribution at Perpetual. She was also head of marketing and product ...

IOOF replaces group head of research

KARREN VERGARA  |  TUESDAY, 20 MAR 2018
... IOOF at this point in its evolution is a great opportunity to contribute to the creation of a market leading advice-led wealth management business. My time at Lonsec gives me a strong grounding in understanding the importance of advice and the role of ...

Asset managers gearing for growth in 2018

KARREN VERGARA  |  MONDAY, 19 MAR 2018
The asset management and wider wealth management industries are confident about growth prospects in 2018 but remain realistic about responding to intense fee pressures, a PwC global survey shows. The majority (87%) of the 126 asset and wealth management ...

Fidante forms partnership with $500m firm

ALEX BURKE  |  FRIDAY, 16 MAR 2018
... and that it will "provide Latigo with access to well-suited, long-term global institutional investors including sovereign wealth funds, national pensions and superannuation funds." Latigo was founded in 2005 by former Satellite Asset Management principal ...

SMSFs ceding ground to direct investors in the ETF market

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
... last year). BetaShares chief executive Alex Vynokur said he expected this to rise as newer investors see ETFs as a new wealth creation vehicle; an alternative to the traditional (and increasingly expensive) approach of buying residential property. "The ...

HNWIs give a boost to resurgent art market: Research

ALEX BURKE  |  WEDNESDAY, 14 MAR 2018
... collectors also disproportionately used the services of a financial adviser (73%) compared to an art adviser (8%). UBS global wealth management chief economist Paul Donovan said: "The performance of today's growing and globalised art market is a fascinating ...

Client longevity the largest advice disruptor

DARREN SNYDER  |  TUESDAY, 13 MAR 2018
... be a strong focus on the actuarial probability of clients living far longer and spending far more than projections. The wealth expert said there is an abundance of evidence to suggest the way advisers discover important information about clients "is ...