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Showing 4441 - 4450 of 9284 results for "wealth"

Former wealth group chief joins Macrovue

ALEX BURKE  |  THURSDAY, 22 FEB 2018
AMP-supported fintech Macrovue has appointed a wealth management veteran as its new chief executive. Rod Bristow joins Macrovue in the lead role from Infocus, where he was managing director and chief executive for five years. Before that, he was national ...

TelstraSuper appoints strategy lead

JAMIE WILLIAMSON  |  WEDNESDAY, 21 FEB 2018
... TelstraSuper before, conducting a strategic business review in 2014 as a business consultant. He is a former AXA head of wealth management strategy, and has also previously held roles with ANZ and UniSuper. TelstraSuper said Frost and Seton are working ...

IOOF corporate development GM joins Australian Ethical

ALEX BURKE  |  WEDNESDAY, 21 FEB 2018
... financial officer for Macquarie's banking and financial services group, which includes the retail bank, business bank and wealth divisions. Before that, Shanahan held other senior roles at Macquarie, including head of financial management for the Asia ...

Global manager begins alternative risk premia push

DARREN SNYDER  |  TUESDAY, 20 FEB 2018
... multi-asset team will be to design alternative risk premia solutions for clients who seek retirement income strategies, wealth preservation, and downside risk protection. Speaking to Financial Standard during his visit to Sydney last week, Marais described ...

Class recruits data manager

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2018
The former head of client experience at WealthO2 has joined Class to grow the delivery of data feeds to financial advisers. Joining the SMSF administrator as feeds operations manager is Tom Sargent. Sargent joins after 12 months with WealthO2. Sargent ...

Premium China creates chief executive role

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
The former chief executive of Premium Wealth Management and head of advice at Australian Unity will lead Premium China Funds Management. In a newly-created role for the fund manager, Paul Harding-Davis has been appointed as chief executive. He is charged ...

IOOF boosts flagship platform

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
... Last week, IOOF released its 1H18 results which showed inflows of $1.2 billion in the lead up to its acquisition of ANZ Wealth. The diversified wealth firm recorded 1H18 platform inflows of $617 million, marking the 20th consecutive quarter of positive ...

Best interest duty failures lead to EU

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
... clients' superannuation. ASIC has accepted an enforceable undertaking from David Orth, director of Queensland-based Real Wealth and responsible manager of the Professional Representatives AFSL. Real Wealth serviced about 750 clients between May 2013 ...

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... and Westpac (128). The non-institutional licensees that attracted the most advisers from the big six were Fortnum Private Wealth followed by Akambo, Dover, Synchron and GPS Wealth. Fortnum's place at number one - with about 100 advisers coming over from ...

Costs fundamental to IOOF advice growth

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... financial advice-led strategy, one that recorded inflows of $1.2 billion in the first half of FY18 and is about to acquire ANZ Wealth. Releasing the company's 1H18 results this morning, Kelaher said expenses were reduced by $8.9 million compared to 1H17. ...