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Showing 4771 - 4780 of 9284 results for "wealth"

Fund manager chief steps down, appoints investment director

KARREN VERGARA  |  FRIDAY, 25 AUG 2017
... under his belt, James Cook commenced as investment director this month. Cook joins UCA after more than 10 years at ANZ Wealth; most recently he was the chief investment officer leading a team of analysts and portfolio managers across Australian and fixed ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... Australian corporations on workplace superannuation arrangements as well as high-net-worth individuals. The firm offers wealth accumulation, retirement planning, insurance and strategic advice. As per AZ NGA's usual acquisition arrangement, the purchase ...

Centrepoint Alliance seeks new MD, records strong FY17 profit

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
... financial planning firms." Complementing this, Centrepoint recorded a 51% jump in its net profit after tax to $6.5 million. Its wealth business demonstrated strong growth with revenue for the salaried advice business growing 32% - in part due to the ...

Big tech leads fintech optimism

DARREN SNYDER  |  THURSDAY, 24 AUG 2017
Three years of global research on fintechs has delivered an optimistic assessment about their disruptive and transformative role in financial services. The research culminated in an 197-page report released by the World Economic Forum and Deloitte ...

Freedom Insurance flags acquisition

KARREN VERGARA  |  THURSDAY, 24 AUG 2017
... million in premium. Indirect policy sales which include third-party brokers and advisers associated with the group's Spectrum Wealth Advisers business grew 15% to $6.1 million. In addition to sales growth, chief executive and managing director Keith ...

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
... is a crucial part of this. "An investor in their 30s saving for their retirement has a very different time horizon to a wealth 50-year-old who's investing to be able to buy a luxury purchase, such as a sports car. Knowing the time horizon is vital for ...

JPMAM wins global equities mandate

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
J.P. Morgan Asset Management (JPMAM) has won a substantial global equities mandate from a New Zealand wealth management firm. Describing the mandate from Gareth Morgan Investments as one of the largest separate accounts within the group's Global Research ...

Infocus subsidiary adds to multi-manager suite

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
A subsidiary of Infocus Wealth Management expanded its multi-manager suite through an investment in an ESG-aligned Australian equities fund. Alpha Fund Managers, which also recently partnered with Investors Mutual and Folkestone, invested in Australian ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... important, so when they interact with their adviser, they feel as though they are being supported on their journey," Crosbie Wealth director Tim Deamer said. Commenting on the outcomes of the 'think tank', Zurich head of marketing and communications ...

Australian Ethical boosts adviser arm

KARREN VERGARA  |  MONDAY, 21 AUG 2017
... mainstream adviser space. Dam has more than 13 years' experience in financial services, and most recently worked in ING Direct's wealth division as a business development manager. Prior to that Dam spent more than seven years at IOOF working in business ...