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Showing 4721 - 4730 of 9284 results for "wealth"

Finalist feedback on future of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2017
... able to do that in an affordable and efficient way and technology is going to help with that," he said. Fellow judge ANZ Wealth head of sales Don Sillar spoke of how Rising Star finalists are using different methods of communication to not only keep ...

Former Attorney General appointed to Dexus board

EMMA RAPAPORT  |  WEDNESDAY, 20 SEP 2017
... a member of the board audit committee as well as chair of Dexus Wholesale Property Fund (DWPF), Elizabeth has brought a wealth of knowledge and experience in accounting, finance and corporate governance to the board and demonstrated sound and consistent ...

The trillion dollar pension fund

EMMA RAPAPORT  |  WEDNESDAY, 20 SEP 2017
... said this is just the "first tranche of companies that could be affected by the criterion". Australia's largest sovereign wealth fund, the Future Fund, is expected to grow to $200 billion over the next decade. Meanwhile, Australia's largest superannuation ...

Sequoia raises curtains on two key acquisitions

ALEX BURKE  |  TUESDAY, 19 SEP 2017
... Sequoia's existing broking business, D2MX, along with related entities Sequoia Direct, Sequoia Asset Management and Sequoia Wealth Management. "Morrison will underpin Sequoia's current stockbroking and dealing businesses. Importantly, it gives us a great ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
... retail investors on the direct investing platform, Smart Investor, as well as to high-net-worth individuals through Barclays Wealth and Investments and its private bank and overseas services. Research by Barclays in 2015 found that 56% of 2000 investors ...

Lack of expertise driving down competition: APRA

ALEX BURKE  |  MONDAY, 18 SEP 2017
... however, that Australian banks have been taking steps to improve ROE expectations - largely by divesting parts of their wealth operations. "A significant driver of this trend is that many of these businesses have failed to fulfil performance and shareholder ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
... retail investors on the direct investing platform, Smart Investor, as well as to high-net-worth individuals through Barclays Wealth and Investments and its private bank and overseas services. Research by Barclays in 2015 found that 56% of 2000 investors ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
... reporting capabilities available via Morningstar DirectSM, the company's independent research platform for asset managers and wealth management professionals. This will support BT's research process, Approved Product List (APL) management and reporting ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... available on a number of different platforms [including HUB24 and Netwealth] and that is a growing part of our business - wealth management groups, family offices and dealer groups," Shepherd said. But unlike other overseas investment managers who have ...

Cuffe to join Class board

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... Australian Philanthropic Services and Atrium Investment Management, as well as a non-executive director of Fitzpatrick Private Wealth, non-executive director of Global Value Fund Limited, Antipodes Global Investment Company Limited and Argo Investments ...