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Showing 431 - 440 of 616 results for "Wealth manager"

Wealth managers need to be 'service-oriented'

ALEX BURKE | TUESDAY, 24 MAR 2015

... of competencies. They will have to act as an interface between the client and the most relevant services of the wealth manager."

Challenger retail annuity sales up 8%, profit down

LAURA MILLAN | TUESDAY, 17 FEB 2015

Challenger annuity sales were up 8% during the first half of the 2014-2015 financial year, but net profit after tax was down, the half year report showed. Annuity sales reached $2.1 billion, of which $1.6 billion were retail annuity sales, up 8% since ...

DeVere expands Australian operations

ALEX BURKE | TUESDAY, 10 FEB 2015

DeVere Group, one of the largest financial advice organisations in the world, has launched its second Australian office and named its management team. Following its Melbourne launch in November 2014, deVere has now opened a Sydney office with Richard ...

Praemium platform passes $3bn milestone

STAFF WRITER | TUESDAY, 20 JAN 2015

Praemium's global funds on platform reached $3.1 billion as at 31 December 2014 following a quarter of record inflows to the company's Australian and international separately managed account (SMA) platforms. Gross inflows for the December 2014 quarter ...

Australia's insatiable online appetite

ALEX DUNNIN | MONDAY, 8 DEC 2014

The appetite of Australian consumers for internet and online services is increasing at ever faster rates, with huge implications for wealth managers and those battling to stay competitive. The Australian Communications and Media Authority (ACMA) released ...

NAB appoints private wealth manager

MARK SMITH | FRIDAY, 14 NOV 2014

NAB has appointed a New South Wales general manager to its private wealth division. Jason Murray joins the company from UK listed mining firm Sirius Minerals where he was chief financial officer. Prior to that he was head of capital markets at Bank ...

IRESS and Class Super partner to target SMSF accountants

LAURA MILLAN | FRIDAY, 7 NOV 2014

A partnership between IRESS and Class Super will allow XPLAN and Class users to access up-to-date member and investment information on both platforms. The information available includes fund details, member details and contribution limits. A range of ...

BTFG earnings up 16%

MARK SMITH | MONDAY, 3 NOV 2014

... them cope with regulatory changes helped BT Financial Group (BTFG) to a solid full year result, according to the wealth manager. The company reported a 16% year-on-year increase in cash earnings to $895 million and funds under management growth of 21%. ...

Market wrap

AAP | FRIDAY, 31 OCT 2014

... a buoyant start to trade due to encouraging economic data out of the US and good financial results from ANZ and wealth manager Macquarie Group, IG market strategist Stan Shamu said. "Investors are quite happy with the (US) GDP reading that came out much ...

Asia Pacific wealth growth outstrips world average

MARK SMITH | THURSDAY, 23 OCT 2014

The wealth and population of high net worth individuals grew faster in the Asia Pacific region in 2013 than anywhere else in the world, according to the Asia-Pacific Wealth Report 2014 (APWR), published by Capgemini and RBC Wealth Management. The region's ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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