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Showing 4801 - 4810 of 9284 results for "wealth"

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... adopting managed accounts. 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 ...

Magellan scores major consumer partnership

ALEX BURKE  |  TUESDAY, 8 AUG 2017
... patience, skill and dedication to excellence are aligned with Magellan's approach to preserving and growing our clients' wealth over the long term." "Test cricket has a large and diverse following throughout Australia and this partnership with Cricket ...

Advice too pricey for poor Australians

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
... planning. It indicates older Australians were much more likely to seek advice than younger people, according to the latest MLC Wealth Sentiment Survey. For those who haven't sought advice, the majority said they would do so if they earned more or had ...

Wealth begins its blockchain reaction

DARREN SNYDER  |  MONDAY, 7 AUG 2017
... blockchain technology, which is already delivering productivity and innovation benefits to the nation's trillion-dollar wealth industry. BNP Paribas Securities Services has progressively stepped up its blockchain expertise in the Australian market because ...

Best practice drives Media Super appointments

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2017
... McSpadden replaces Joel Clapham who exited the fund in November 2016. She is a former head of customer management at Mine, Wealth + Wellbeing and has served as communications and marketing manager at REST Industry Super. Media Super has also created ...

Blended models are the future of advice: HUB24

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2017
... financial advisers and their clients is more important than ever as technological advancement continues to transform the wealth management arena. A new white paper from HUB24 and CoreData demonstrates that while technology stands to improve client and ...

Suncorp hails diversity amid profit boost

ALEX BURKE  |  THURSDAY, 3 AUG 2017
... group's 49% female leadership while announcing a 3% boost in net profit to $1.075 billion. The update on the banking and wealth management firm's diversity figures forms part of Suncorp's new corporate responsibility framework, Switkowski explained. ...

Crisis emerging in Australian retirement system: HILDA

EMMA RAPAPORT  |  THURSDAY, 3 AUG 2017
... University of Melbourne says the long-term sustainability of Australia's retirement system is under threat from a growing wealth divide across generations. According to the university's latest Housing, Income, and Labour Dynamics in Australia (HILDA) ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser ...

Financial services ripe for mergers and acquisitions

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
... firm anticipates an increase in demerger transactions, largely motivated by financial institutions looking to shed their wealth management businesses. "We also see potential for an increase in demerger transactions, particularly as the banks seek to ...