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Showing 4821 - 4830 of 9284 results for "wealth"

Financial services not immune to public inquiry

KARREN VERGARA  |  TUESDAY, 25 JUL 2017
... joint study by PwC and the FSC. A majority 82% of chief executives canvassed from the insurance, superannuation, funds and wealth management industries are confident about growth prospects, particularly in areas benefiting the ageing population over ...

Equity Trustees names philanthropy lead

KARREN VERGARA, JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... Equity Trustees as its new general manager of charitable trusts and philanthropy. Jodi Kennedy joins the firm's trustee and wealth services division from NAB where she was head of community engagement for 10 years. At NAB, Kennedy was responsible for ...

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... approaching retirement or who have already retired have different investment needs," Teh said. "Unlike investors accumulating wealth, retirees broadly need: regular income - to cover living expenses and to keep pace with inflation, lower investment risk ...

Ignition Wealth begins European expansion

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
Ignition Wealth is opening in the Republic of Ireland with a view to expand further into Europe. Ignition Wealth chief executive Mark Fordree said the advice firm recognises a strong correlation between its technology and capabilities and the Irish ...

Atlantic Pacific Securities rebrands for wealth focus

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
Diversified funds management and financial advice firm Atlantic Pacific Securities is rebranding to ASR Wealth Advisers. The rebranding from APSEC to ASR Wealth Advisers (ASRW) aims to better align with the Australian Stock Report brand which is also ...

Ignition Wealth launches SMSF appropriateness tool

ALEX BURKE  |  FRIDAY, 21 JUL 2017
Ignition Wealth is launching a new tool to help financial advice clients determine their suitability for establishing a self-managed super fund. The Ignition Wealth SMSF Appropriateness Tool educates clients as to the responsibilities involved in running ...

AMP Capital appoints independent directors

KARREN VERGARA  |  FRIDAY, 21 JUL 2017
... executive roles in the industry in Australia and overseas. He was most recently chief executive at Suncorp Group's banking and wealth division for close to three years and prior to that was chief financial officer. Before joining Suncorp, he spent six ...

Adviser group expands national footprint

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
Boutique Sydney wealth management firm Affinity Group acquired a stake in a Brisbane financial planning practice, boosting its funds under advice to more than $500 million. Affinity bought 50% of Hillross Financial Services, a Brisbane-based firm established ...

Asset managers held to higher standard: FSC

EMMA RAPAPORT  |  THURSDAY, 20 JUL 2017
... millions of Australians," Loane said. "Fund managers understand their role and responsibility very clearly, increasing the wealth and improving the livelihoods of the people whose money they invest, and they now have a Standard which sets what is perhaps ...

Aussie hedge fund seeking $300m for retail IPO

ALEX BURKE  |  THURSDAY, 20 JUL 2017
... concentrated portfolio of global listed securities. VGI Partners was established in 2008 and to date has targeted the private wealth market; as above, it manages $1.1 billion for about 250 high-net-worth individuals, family offices and endowments. With ...