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Showing 4601 - 4610 of 9284 results for "wealth"

Advisers ambivalent on LIF deadline: Poll

KARREN VERGARA  |  MONDAY, 20 NOV 2017
... guidelines for remuneration when recommending life insurance solutions to clients. AMP national development manager of wealth protection, Melinda Fox, who spoke at a recent industry event, said many advisers are still reviewing business models, pricing ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
... investments in foreign currencies. Managing director Andrew Alcock said the enhancements are in response to the existing wealth management advice and platform model undergoing a transformation. "Advisers, brokers and accountants want to access and leverage ...

ARCO Investment Management launches new strategy

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
... fund is designed to shield investors from downside equity risk when equity markets are flat to falling while still growing wealth over time and its diversified portfolio typically comprises between 40 and 60 stocks.

Elders continues impressive growth run

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
... in the industry," Beaven said. Elders FP was recently acquired by IOOF as part of its broader sales agreement with ANZ Wealth to purchase its aligned dealer groups and OnePath pension and investments business. Elders FP has expanded rapidly in recent ...

Powerwrap managing director departs

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
... Powerwrap board overseeing the platform's operations in the interim. Davidson was formerly the chief executive of Bennelong Wealth Partners, an independent wealth management boutique for high net worth clients, as well as the chief operating officer ...

Australia becoming millionaire factory: Credit Suisse

ALEX BURKE  |  FRIDAY, 17 NOV 2017
... Australian millionaires rise by 200,000 - the third-largest increase after the US and Germany. The Credit Suisse Global Wealth Report showed that over the same period, the number of ultra-high net worth individuals (UHNWIs) rose by 29% to nearly 3000 ...

Aussie fintechs among world's best

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... Morrison congratulated the Australian fintechs, adding they represent a diverse range of businesses including lending, wealth management, insurance and regtechs. Australia's dominant showing in the Fintech100 reinforces the strong standing of the Australian ...

Financial Executive Women grows advisory board

JAMIE WILLIAMSON  |  THURSDAY, 16 NOV 2017
Financial Executive Women has welcomed an IRESS executive to its advisory board. The managing director of IRESS' wealth management division, Tizzy Vigilante, has joined the industry body to assist in the positive progression of women in financial services. ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing at the upcoming Financial Planning Association of Australia's Professional Congress in ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... trying to manage their advised clients through non-independent models. Clifford added US banks were likely to keep their wealth management arms because the post-GFC period has provided regulatory change which has kept the wealth business margins attractive. ...