Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 4521 - 4530 of 9284 results for "wealth"

Global wealth manager champions embattled digital currencies

JAMIE WILLIAMSON  |  WEDNESDAY, 17 JAN 2018
One of the world's largest independent wealth management firms will introduce a cryptocurrency app, despite recent price slumps and having labelled it "a major gamble". deVere Group announced the launch of deVere Crypto which will allow users to store ...

IOOF recruits former Australian Unity executive

JAMIE WILLIAMSON  |  TUESDAY, 16 JAN 2018
The former executive manager of investments at Australian Unity Wealth has joined IOOF. Mark Horton Andrews has taken on the newly created role of head of adviser standards, client care and retention as of this week. The Melbourne-based position was ...

Macquarie Wrap SMAs accrue landmark FUM

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... under administration. Reflecting strong interest from advisers and clients seeking flexibility and efficiency, Macquarie Wealth Management head of wealth product and technology, Cameron Garrett said the milestone illustrates the strength of Macquarie's ...

NSW government insurance arm appoints new chief after incumbent moves to QBE

ALEX BURKE  |  MONDAY, 15 JAN 2018
... group chief executive Pat Regnan said he was "very excited that Vivek is joining QBE and the executive team." "He brings a wealth of experience across the insurance and management consulting sectors with a track record in large-scale business and cultural ...

Principal and CIMB strengthen asset management ties

DARREN SNYDER  |  MONDAY, 15 JAN 2018
US wealth manager Principal will increase its ownership in two Malaysian asset management groups as part of its strategy to bring more investment products to Southeast Asia. Pending regulatory approval, Principal will pay up to $150 million to own 60% ...

Australia overdue for company tax cut: Spot poll

KARREN VERGARA  |  MONDAY, 15 JAN 2018
... participants did not agree with this move. Lowering Australia's 30% company tax rate would have greater implications for the wealth industry, according to Greg Einfeld, co-founder and director of robo-adviser Plenty Wealth. "We can't afford to have both ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... diversity in the workplace may well ring true on a local level as well, given women held 30% of the total global private wealth in 2016 - a figure that is expected to grow by 7% each year. If numbers from the US are anything to go by, female advisers ...

Adviser banned over theft from deceased estate

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... transfers took place between 29 December 2008 and 12 July 2016 and were also directed to bank accounts in the name of Advice 4 Wealth. Smith was an authorised representative of Futuro from 10 October 2008 to 12 September 2017 and the sole director of ...

Wealth firm acquires taxation educator

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
An ASX-listed wealth management and financial advice firm has acquired a provider of in-house tax training for accountants and lawyers. Knowledge Shop, a wholly-owned subsidiary of Easton Investments, has paid $360,750 to acquire 65% of Taxbytes; a ...

Aviva wholesale sales head departs

ALEX BURKE  |  FRIDAY, 12 JAN 2018
... underway to find his replacement. Karl Linder joined Aviva in 2015 and was responsible for building out the firm's wholesale wealth management business. Prior to that, he was an adviser at Think Financial Planning and a national account manager at Perpetual. ...