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

Search Results

Showing 4781 - 4790 of 9284 results for "wealth"

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 18 AUG 2017
... adviser presentations. Among the financial advisers speaking at the forum are: Rob McGregor - principal adviser, McGregor Wealth Management Tim Townsend - partner and private wealth adviser, Townsend Cobain Private Wealth Partners Gareth Jakeman - founder ...

IRESS eyes future earning potential following reduced profit

EMMA RAPAPORT  |  FRIDAY, 18 AUG 2017
... acquisitions and partnerships, including with ClearView, Financial Synergy, the National Stock Exchange, Acorn Capital, UK wealth management firm Tilney Bestinvest, Colonial First State, OpenMarkets and South African markets data and analytics provider ...

MyState advice arm grows

JAMIE WILLIAMSON  |  FRIDAY, 18 AUG 2017
The performance of its wealth management division proved to be one of the highlights for MyState last financial year. The Tasmanian financial group's wealth management arm increased its funds under management at the fastest rate in many years, up 8% ...

New ethical advice certification will drive consumer trust

JAMIE WILLIAMSON AND DARREN SNYDER  |  FRIDAY, 18 AUG 2017
A new certification for the provision of value-based, ethical financial advice is now available to individual advisers delivering advice free from conflict or incentive. Launched by Certainty Advice Group, the certification is applicable to advisers ...

Fidelity hires new director

KARREN VERGARA  |  THURSDAY, 17 AUG 2017
... track record in this space. Before joining Vanguard, where he spent about a year managing a portfolio of major banking and wealth clients, Mathie worked in executive roles at Macquarie Group for close to nine years. He joined Macquarie Group in 2007 ...

Numbers and needs of female HNWs set to grow

JAMIE WILLIAMSON  |  THURSDAY, 17 AUG 2017
Female entrepreneurs represent both a growing demographic in Australia and an attractive business opportunity for wealth managers capable of offering bespoke services. Though women represent less than 10% of Australia's high-net-worth community, they ...

AFA launches conference program

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
... adoption of technology impacts the client experience. On the final day AFA chief executive Phil Kewin will be joined by ANZ Wealth chief executive Alexis George, AIA chief executive Damien Mu, MLC Life chief executive David Hackett, BT Life head of life ...

ASIC links previously banned adviser to court proceedings

EMMA RAPAPORT  |  WEDNESDAY, 16 AUG 2017
A previously banned adviser has been added to ASIC's proceedings against Wealth and Risk Management and its related companies following a successful Federal Court application. Joshua Fuoco, owner of WRM and its related companies Yes FP and Jeca (trading ...

Retirement fintech makes senior appointment

DARREN SNYDER  |  WEDNESDAY, 16 AUG 2017
A financial advice start-up founded by former Challenger executive Paul Rogan has appointed a chief customer officer. Joining Retirement Essentials in the new role is Antoinette Tyrrell. She joins a growing team to lead the 'direct to consumer' marketing ...

BNY Mellon subsidiary makes local and global hires

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
... Woolhouse joins during a period of sustained growth and strong global ambition. "Throughout his career Angus has built a wealth of experience within asset management in a variety of key industry roles. As we continue to expand our business globally ...