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Showing 4571 - 4580 of 9284 results for "wealth"

Advisers can benefit from the spirit of giving

JAMIE WILLIAMSON  |  TUESDAY, 5 DEC 2017
Encouraging clients to engage in philanthropic activities in the lead up to Christmas can assist financial advisers in strengthening the advice relationship, according to Australian Unity Trustees. While giving increases as the festive season nears ...

ANZ Wealth research boss departs for Mercer

ALEX BURKE  |  MONDAY, 4 DEC 2017
ANZ Wealth's head of investment product and research has left the company and moved to Mercer to further build out its post retirement business. William Burkitt held the head research role at ANZ Wealth for five years, prior to which he was executive ...

Longstanding Godfrey Pembroke practice seeks own AFSL

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... ever-changing industry," SCM executive director and practice principal Matthew Scholten said. "Scholten Collins McKissock Wealth Management has evolved over more than three decades into a diversified financial services business, and we are looking forward ...

Federal Government names Royal Commission lead

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... 2015, having previously served on the Victorian Court of Appeal and as a Justice of the Supreme Court of Victoria. "Hayne's wealth of experience at the highest levels of Australia's judiciary makes him the ideal person to conduct this Royal Commission," ...

REST Industry Super names new chief executive

KARREN VERGARA  |  FRIDAY, 1 DEC 2017
... superannuation businesses. Before joining BTFG, Doyle spent almost a decade at Suncorp in various executive roles in superannuation, wealth management and retail banking, and has also served in senior distribution and client strategy roles at CBA. REST ...

Meat industry fund welcomes new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... compliance at SFG Australia, departing shortly after it was acquired by IOOF. He has also held a range of roles with ANZ Wealth and is a former senior analyst, supervision with the Australian Prudential Regulation Authority. A spokesperson for AMIST ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... 12 months, according to the latest figures from Roy Morgan. Findings from the research house's 2017 Superannuation and Wealth Management in Australia report shows trust in financial planners for ethics and honesty sits at just 25% - the same as in 2009 ...

New ASFA board announced

EMMA RAPAPORT  |  THURSDAY, 30 NOV 2017
... and a public sector fund representative respectively. ASFA chair Michael Easson said Howes and Carrigy-Ryan would bring a wealth of industry experience to the board and ably assist the association in its mission to lift Australian retirement outcomes. ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
NAB's executive general manager of wealth advice has departed in the midst of a restructure of the wealth business. Greg Miller took on the lead role in 2015. Prior to that, he was general manager of MLC Direct and MLC Advice Solutions. He has also ...

Manage wealth with authority: Academic

EMMA RAPAPORT  |  THURSDAY, 30 NOV 2017
The financial services industry needs to be more paternalistic if it's ever going to really help people prepare for retirement, Duke University professor of psychology and behavioral economics Dan Ariely believes. Speaking at the 2017 Association of ...