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Showing 4731 - 4740 of 9284 results for "wealth"

Netwealth and Zenith enter partnership

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... Netwealth announced Zenith Investment Partners will manage its Elite Blend models on the Netwealth Super Accelerator and Wealth Accelerator services. Zenith joint managing partner David Wright said he has seen a "rapid rise of interest in managed account ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... disciplined in its investment approach, and adding more value to the client relationship, according to its co-founder. GPS Wealth principal adviser and co-founder, Rob McGregor, who will present at tomorrow's Best Practice Forum on Managed Accounts ...

Arnhem strengthens investment team

EMMA RAPAPORT  |  WEDNESDAY, 13 SEP 2017
... care, leasing and education sectors. "We are very excited to have Amanda Munro re-join the Investment team. She brings a wealth of research experience including 12 years previously with Arnhem and an intimate knowledge of our investment process," Clapham ...

DomaCom and ASIC reach agreement on retirement products

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2017
... meaningful solution to Australia's growing issue of retirement self-funding and can also be used to facilitate intergenerational wealth strategies. "Many retirees are asset rich and cash poor; this product will enable them to unlock the value of their ...

Holistic wealth management solutions remain advice key: NAB

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
The delegator, the validator, and the self-directed - when it comes to managing personal wealth, research from NAB shows Australians continue to fall into one of three key investor personas. The delegator - knows the importance of managing their wealth ...

Shaw and Partners leverages success to grow SMA menu

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... appropriate to the objectives of each goal portfolio. Investors are increasingly looking for a bespoke, goals-based approach to wealth management, co-head of income strategies Steve Anagnos said. "The three new goals-based portfolios that we have launched ...

AMP joins forces with US advice firm

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
... goals-based financial advice capabilities through a partnership with a US advice business, collectively working to develop a new wealth management operating system and share intellectual property. As per a formalised partnership with advice firm United ...

PM Capital appoints sales director

ALEX BURKE  |  MONDAY, 11 SEP 2017
... Queensland market. PM Capital's investment process is tried and tested over the last eighteen years, building long term wealth alongside its co-investors."

AZ Sestante grows fund list

KARREN VERGARA  |  MONDAY, 11 SEP 2017
... uncorrelated, defensive type funds are definitely on their wish list." AZ Sestante is the Australian subsidiary of Italian wealth management company Azimut Holdings, and manages more than $54 billion in assets globally, including approximately $4 billion ...

Group insurance inaction is "robbery": Inquiry

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
... insurance policies after 13 months if an employee leaves a job and ceases making contributions. CBA group executive of wealth management Annabel Spring said taking away insurance altogether will not solve the problem of employees with multiple accounts ...