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Showing 4681 - 4690 of 9284 results for "wealth"

MetLife pushes for the retail market with new hire

ALEX BURKE  |  THURSDAY, 12 OCT 2017
... combination of experience working across many areas of life insurance, including group, corporate and retail, and with a strong wealth background." "He is in tune with the needs and wants of advisers and their clients and will be instrumental not only ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award at the Association of Financial Advisers' National ...

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... Gold Coast on Wednesday. Mia Taylor of Evalesco Financial Services was awarded the accolade, which is supported by ANZ Wealth, for her efforts in paving the way forward for the next wave of advice. AFA chief executive Phil Kewin recognised acknowledged ...

Soft skills the new pages in adviser playbook

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... delegates at RACV Royal Pines Resort on the Gold Coast. It was followed by the presentation of Mia Taylor as the AFA/ANZ Wealth Rising Star of the Year in another pointer to future. Later in the afternoon former presidential aide to Nelson Mandela, Zelda ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... Noall & Co. general manager Gavin Glozier are engaging their legacy clients through digital financial literacy tool Your Wealth Hub and providing advice to clients in a non-traditional way while ensuring it adheres to ASIC requirements. Meanwhile, Micallef ...

New research director joins APP Securities

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
Following on from its partnership with Ignition Wealth, investment banking and stockbroking firm APP Securities has appointed a new research director to replace Russell Wright. David Fraser joins APP Securities from Shaw and Partners, where he was a ...

Advice improves lifestyle outcomes: Research

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
One of Australia's largest superannuation funds said more than three-quarters of advised Australians feel they are prepared for retirement. Launching its Value of Advice Report on day one of the AFA 2017 National Adviser Conference at the Gold Coast ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... the room. He ran through a gamut of issues, including the global political landscape, the unfair distribution of global wealth, his initial fears that Live 8 would fail, and many more. Standing ovation. Read the article. 3.30pm - Visiting from the US ...

Countplus flags divestments, appoints two principals

ALEX BURKE  |  TUESDAY, 10 OCT 2017
... divestments in underlying member firms at the same time as appointing two new managing principals. The ASX-listed diversified wealth management group noted that a member firm, Twomeys, underwent a restructure with Michael Twomey appointed as managing ...

Powerwrap names new chief executive

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
The chief executive of Bennelong Wealth Partners and chief operating officer of one of the largest single family offices in Australia will be the next chief executive of Powerwrap. Following the resignation of Cormac Heffernan in December 2016, the ...