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Showing 4831 - 4840 of 9284 results for "wealth"

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... Westpac subsidiary Magnitude Group from May 2015 to December 2015, prior to which he represented the now-defunct Genesys Wealth Advisers and the Commonwealth Bank's Financial Wisdom network. ASIC decided Atkins failed to act in the best interests of ...

New executives to drive NGS Super growth

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... previously held roles in superannuation consulting with Willis Towers Watson, Actuaries in Super and Mercer. "Angie brings a wealth of knowledge from her years at NESS Super, also in addition to her previous roles at Mercer and Towers Watson. We really ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
A managed accounts provider is entering the realm of superannuation products, providing financial advice clients with an alternative to traditional super vehicles. WealthO2, the fintech behind MA Operator and MDA Operator, has launched a range of software ...

Macquarie leads alternatives pack

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
... value for money likely to prosper going forward." One-third of alternative assets were held in pension funds, followed by wealth managers (15%), sovereign wealth funds (5%), endowments and foundations (2%), banks (2%) and funds of funds (2%), the report ...

Digital revamp for Citi wealth arm

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
Citi Australia's wealth management and advice arm is ramping up its digital offerings in an effort to be a leader in the region. Speaking at a Sydney media roundtable yesterday, Citi Australia head of consumer banking in Asia Pacific, Anand Selva, said ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... accounts, partnering with provider managedaccounts.com.au to create a bespoke solution. The MDA provider has partnered with The Wealth Partnership in what managedaccounts.com.au head of distribution and marketing Tony Nejasmic described as a reflection ...

QIC appoints investments director from LaSalle

ALEX BURKE  |  WEDNESDAY, 19 JUL 2017
... America and Europe, Vittorio Lacagnina. "As a leading investment provider for superannuation funds, pension funds, sovereign wealth funds and other institutional investors, QIC seeks out quality real estate assets where we can add value over the long-term ...

Two appointments for BTFG life business

KARREN VERGARA  |  MONDAY, 17 JUL 2017
... including head of operations for 18 months. BTFG head of life insurance operations Scott Moffitt said Bower and Cohen bring a wealth of experience, a customer-focused approach and a steadfast belief in the important role that insurance plays in helping ...

ANZ Wealth enhances life insurance process

KARREN VERGARA  |  MONDAY, 17 JUL 2017
ANZ Wealth launched a life insurance pre-assessment tool that reduces the application waiting time up to 48 hours. The OneCare Pre-Assessment Wizard aims to assist financial advisers understand the potential underwriting outcomes for certain medical ...

Last chance: Financial Standard ETF Forum

DARREN SNYDER  |  MONDAY, 17 JUL 2017
... MSCI Russel Chesler, director, investments & portfolio strategy, VanEck Australia Adrian McRae, financial planner, Grimsey Wealth Adam Dawes, wealth manager, Shaw and Partners John Dyall, head of investment research, Rainmaker Group Also in the lead ...