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

Search Results

Showing 4661 - 4670 of 9284 results for "wealth"

SelectingSuper finalists announced

ALEX BURKE  |  FRIDAY, 20 OCT 2017
Finalists for the 2017 Rainmaker SelectingSuper Awards have been announced ahead of the industry event on November 16 in Melbourne. The 2017 awards, highlighting Australia's top superannuation providers and industry leaders, represent a significant ...

Wills should be reviewed, not refuted: EQT

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... investments, employment entitlements and superannuation arrangements can all have a major impact on a person's eventual total wealth. "The simple fact is that people's circumstances change, and their wills have to change to reflect this. The most obvious ...

ACSA appoints inaugural chief executive

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... Knights said: "After an exhaustive recruitment process, we are pleased to welcome Rob back to ACSA as CEO. He brings a wealth of experience in the custody and financial services sectors, together with a past contribution to ACSA itself. His knowledge ...

HUB24 partners for white label platform

JAMIE WILLIAMSON  |  THURSDAY, 19 OCT 2017
... in leveraging its collective capabilities to develop and offer and end-to-end suite of solutions across a broader set of wealth management business models," Alcock said.

Chinese wealth firm takes stake in investment platform

ALEX BURKE  |  WEDNESDAY, 18 OCT 2017
A Melbourne-based Chinese wealth management firm has invested $1.4 million in an Australian wholesale investment platform, making it the platform's third-largest shareholder. BMY Group now sits behind Invesco and founder Steve Torso as the leading shareholders ...

Elders boosts Victorian presence

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
... its 20th business in less than two years just as it looks set to join IOOF. Following the news that IOOF will acquire ANZ Wealth's aligned advice dealer groups - including Elders - as part of a broader sale agreement, Elders general manager Tony Beaven ...

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
... advice discussions and return all records of meetings directly to the client's file in XPLAN. IRESS product executive, wealth management, Emily Chen said clients are seeking engagement across a variety of channels and the integration of SuiteBox with ...

Board changes at Crestone

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
Crestone Wealth Management announced a number of board changes that will help steer the firm's expansion in 2018. Leigh Clifford assumes the position of chair, succeeding John McDonald who remains a non-executive director. Clifford joined as a non-executive ...

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
... increase as a result of the growth of this outside-super investment market; he argued this will lead to a growth in "whole of wealth" or family office-style financial planning.

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... announced several senior internal appointments in retaining its life insurance business. IOOF has agreed to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made ...