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Showing 4531 - 4540 of 9284 results for "wealth"

Bravura scores platform deal

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
... includes KiwiSaver and a variety of product offering; investments, insurance, platform and securities markets. Sonata is a wealth management solution capable of supporting investment, wrap, pension and life insurance products across multiple distribution ...

Safeguard wills with specialist advice: Lawyer

KARREN VERGARA  |  THURSDAY, 11 JAN 2018
... stated that the pre-existing will was made 'in contemplation of the marriage.' Then the will remains valid," she said. Wealth Planning Partners' Amanda Cassar said financial advisers must remember for certain superannuation funds, a binding death benefit ...

New ETF to combat gender inequity

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2018
... gender balance, and sustainability policies. The new product is a joint collaboration between UBS Asset Management and UBS Wealth Management, with 5% of its management fees to be dedicated to UBS' philanthropic foundation, UBS Optimus. UBS Wealth Management ...

Former Perpetual manager moves to advice firm

EMMA RAPAPORT  |  WEDNESDAY, 10 JAN 2018
... manager has accepted a position at a regional financial advice firm. Lisa Gamble recently joined Newcastle-based Infinity Wealth and Financial Services as the firm's business manager, with oversight for operations, business strategy and managing growth. ...

Chief economist update: A prelude to taper?

BENJAMIN ONG  |  WEDNESDAY, 10 JAN 2018
... average monthly cash earnings accelerated to 1% in the year to November - the fastest in 16 months - and with it (and the wealth effect from the soaring stock market), increased consumer spending. Retail sales increased by 2.2% in the year to November ...

Marriage equality and the estate plan

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... trigger for clients. While the ability to legally wed brings considerable benefits as a result of ensuring greater rights, Wealth Planning Partners' Amanda Cassar is adamant estate planning documents must be reviewed to safeguard those rights. Financial ...

Former Centra Wealth adviser banned

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... banned David Mario Alafaci on the basis that he is not of good fame or character. An authorised representative of Centra Wealth between 2 July 2014 and 11 January 2016, Alafaci deceived the dealer group's clients by issuing invoices to them, contrary ...

First Aussie fixed income mandate for global manager

DARREN SNYDER  |  MONDAY, 8 JAN 2018
A global asset manager with Swiss heritage landed its first Australian fixed income mandate recently as a wealth management firm announced the latest additions to its multi-manager suite. Vontobel Asset Management will run an emerging markets debt mandate ...

Financial Standard's top stories of 2017

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... billion fund manager as chief operating officer was Sally Collins. She was previously chief operating officer for MLC's Wealth business and NAB's Business Bank. 3. FS Power50 announces most influential advisers (13 November) Financial Standard's hotly ...

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... different dealer groups since December 2014. At the AFA's National Adviser Conference on the Gold Coast in October, ANZ Wealth's Alexis George she believes the AFA has a role to play in fact-based mandatory background checks of advisers that regularly ...