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Showing 4461 - 4470 of 9284 results for "wealth"

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss ...

Fortnum recruits former Centric Wealth chief

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
Fortnum Private Wealth is welcoming a former chief executive of Centric Wealth to its ranks. Glen Castensen joins in an executive position reporting directly to Fortnum managing director Neil Younger. He was most recently a financial services consultant ...

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
IOOF purchased a minority stake in GROW Super to help the wealth group expand and boost the digital capabilities of its own financial adviser network. IOOF said the partnership will facilitate member engagement with superannuation and the connectivity ...

O'Dwyer proposes TRIS changes

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
The Federal Government is pushing for reversionary transition to retirement income streams (TRIS) to be paid to an eligible dependent upon a death, regardless if a condition of release is met. Minister for Revenue and Financial Services Kelly O'Dwyer ...

Advice dealer group recommits to OneVue

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A growing independent financial advice group reappointed OneVue as its platform provider. Madison Financial Group recommitted to using its white-labelled WealthPortal for an additional five years. OneVue's platform technology underpins the WealthPortal ...

Fintechs save time: Spot poll

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... open banking will give consumers greater access to and control over their banking data - allowing them to share it with wealth managers for new or better services. However, giving consumers more control does not automatically translate to immediate benefit. ...

VanEck launches sustainable ETF

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... is a response to investor demand as investors are re-evaluating traditional investment approaches and are shifting their wealth into investments that reflect their personal values and that have a positive impact on society and future generations," said ...

CareSuper appoints investment manager

ALEX BURKE  |  FRIDAY, 9 FEB 2018
... growth and maximising the effectiveness of the member and client facing teams. He previously held senior executive roles in wealth management, banking and financial planning organisations including St Andrews Australia and Aviva Australia. Mark Lyons ...

Former QIC director joins FIIG

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
... his appointment, Mackie said: "FIIG provides investors with direct bond market access, a unique offering that presents a wealth of opportunity for individuals, corporates and institutions alike. I'm looking forward to contributing to FIIG's work in helping ...

Court fines advice firm $7.8m

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
The Federal Court has banned financial advice firm Wealth and Risk Management (WRM) and its related companies from operating in financial services for 18 years, and ordered the group to pay $7.8 million for engaging in unconscionable conduct. The court ...