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Showing 4511 - 4520 of 9284 results for "wealth"

Ophir appoints new portfolio manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
... funds, family offices and private investors. Andrew Mitchell was recently profiled in the latest edition of FS Private Wealth. You can read the cover story here.

Bitcoin bubble will burst in 2018: Survey

KARREN VERGARA  |  MONDAY, 22 JAN 2018
... and actively manage digital currencies, other blockchain-based assets and initial coin offerings (ICOs); and independent wealth management firm deVere Group introduced a cryptocurrency app to store, transfer and exchange five major cryptocurrencies including ...

Money managers eye household debt

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... while prices have been going up, volatility has become and remained exceptionally low," he says. TownsendCobain private wealth adviser Tim Townsend agrees, saying he has been warning clients to prepare for a shift. "We're 10 years into a bull market ...

Netwealth signals managed account growth, business upgrades

DARREN SNYDER  |  FRIDAY, 19 JAN 2018
... business also plans to extend its external bank feed to capture transactional data and provide a complete view of a client's wealth. In December the platform introduced SMART Records of Advice (ROAs), which allow financial advisers and other intermediaries ...

ASIC accepts EU from Brisbane adviser

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
... obligations when he worked for GuardianFP between July 2012 and April 2016. Wright currently is representative of Alliance Wealth. According to the regulator, Wright failed to undertake relevant personal inquiries into some clients' circumstances when ...

Wealth technology firm acquired for $6.8bn

DARREN SNYDER  |  THURSDAY, 18 JAN 2018
... software platform for institutional and alternative asset managers "to drive increased automation and efficiency across wealth management account servicing." SS&C chair and chief executive Bill Stone said: "The rate of change, the technology required ...

Ignition Wealth appointment flags fintech future

DARREN SNYDER  |  THURSDAY, 18 JAN 2018
The new chief executive of Ignition Wealth's Ireland business is keen to deliver the next generation of fintech to Irish institutions. Named in the top role on Wednesday, Alan Quinlan said his appointment marks a "well-timed opportunity to raise the ...

ANZ Wealth tests AI-driven underwriting

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
ANZ Wealth is exploring artificial intelligence opportunities to improve its underwriting processes. The collaboration with the Advanced Analytics Institute at the University of Technology Sydney (UTS AAi) will use machine learning and big data to develop ...

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
... clients to pay fees-for-service into his personal bank account. ASIC said Alafaci, an authorised representative of Centra Wealth between 2 July 2014 and 11 January 2016, was not of good fame or character. The investigation determined Alafaci acted in ...

HNWI growth outpacing super: Research

ALEX BURKE  |  WEDNESDAY, 17 JAN 2018
... faster than Australia's population, indicating that the elusive investor class is likely going to become a "mainstream wealth management channel and source of national investment funds" - even if HNWIs typically "prefer to stay out of the limelight." ...