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Showing 4881 - 4890 of 9284 results for "wealth"

Millennials choosing stock market over housing market

JAMIE WILLIAMSON  |  MONDAY, 19 JUN 2017
... owning their own home becomes less of a reality, millennials are turning to the stock market to invest and build their wealth. New insights from CommSec reveal more than half of all new customers are under the age of 35, with the number of millennial ...

Permanent ban for ex-OnePath adviser

KARREN VERGARA  |  MONDAY, 19 JUN 2017
... from the financial services industry, according to ASIC deputy chair Peter Kell. It is part of the corporate watchdog's Wealth Management Project aiming to lift the standards of major financial advice providers, namely NAB, Westpac, CBA, ANZ, Macquarie ...

Industry stars recognised at 2017 MAX Awards

JAMIE WILLIAMSON  |  FRIDAY, 16 JUN 2017
... the introduction of a new category, awarding the Financial Literacy Campaign of the Year. The inaugural award went to ANZ Wealth, with ANZ also taking home Advertising Campaign of the Year - Consumer for its emotive Love Insurance campaign. TelstraSuper ...

Equity Trustees appointed RE to multinational group

EMMA RAPAPORT  |  FRIDAY, 16 JUN 2017
... multinational financial services group operating in Australia which recently launched two equity funds. Sanlam Private Wealth Australia, formerly known as Calibre Investment, launched the SPW Global High Quality Fund and Wenlock Global Fund in Australia ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... providing investment advice to more Australians, we will be integrating our automated advice offering into our leading wealth platform so advisers can incorporate robo-advice into their value proposition for clients." Interested parties have been advised ...

NAB sells trustee business to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
... demonstrates our commitment and belief that all Australians should have access to professional trustee services as part of their wealth planning to support their financial independence and provide them with peace of mind," Kelaher said. "IOOF's AET business ...

Family office giants agree to merger

ALEX BURKE  |  TUESDAY, 13 JUN 2017
... continue as chair. Dickson said: "Mutual Trust and MFCo both have focused on helping families with the challenges of managing wealth and their financial affairs across generations." "As a combined entity, client experience will be enhanced and the financial ...

Financial Standard to expand into Marketing and Communications educational content

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... Advice - The Australian Journal of Financial Planning ; FS Super - The Journal of Superannuation Management ; FS Private Wealth - The Journal of Family Office Investment and FS Managed Accounts - The Journal for Managed Accounts Professionals. Topics ...

Macquarie pays the price for poor advice

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2017
... any concerns held over the quality of advice provided by Macquarie Equities financial adviser network, Macquarie Private Wealth. ASIC confirmed that a small number of cases are yet to be finalised as they are either the subject of litigation or a current ...

ASIC bans former Westpac adviser

EMMA RAPAPORT  |  THURSDAY, 8 JUN 2017
... November 2014. Commenting on the case ASIC deputy chair Peter Kell said: "ASIC is committed to improving conduct in the wealth management industry and we will act to remove advisers who do not live up to the high standards expected of financial advisers." ...