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Showing 4921 - 4930 of 9284 results for "wealth"

Industry fund appoints two directors

EMMA RAPAPORT  |  TUESDAY, 16 MAY 2017
... to its board, continuing its customer-centred focus on strategy, innovation and technology. Deirdre Wroth, a banking and wealth management executive with 28 years of experience, has been appointed as the independent director of the fund's parent (trustee) ...

NAB sells Asian private wealth arm

KARREN VERGARA  |  FRIDAY, 12 MAY 2017
National Australia Bank is divesting its private wealth business in Singapore and Hong Kong to Oversea-Chinese Banking Corporation in a move that will simplify its Asian operations. The sale of its high-net-worth division entitles OCBC Bank to about ...

Private wealth specialist appoints chief executive

ALEX BURKE  |  THURSDAY, 11 MAY 2017
Boutique wealth firm Sterling Private Wealth is welcoming a new chief executive. David Murray joins Sterling from BT Investment Solutions, where he was a regional practice business manager for the BT Magnitude dealer group. Before that, he was a director ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... arrangement. MTPFS currently employs nine staff, including two financial planners, and offers advice services including wealth accumulation, retirement planning, insurance and strategic planning. At the time of the purchase agreement, it manages about ...

Super reform impacts AMP results

JAMIE WILLIAMSON  |  THURSDAY, 11 MAY 2017
... results to Australians readying themselves for incoming superannuation reforms. The institution recorded an 11% increase in wealth management inflows year on year to $6.4 billion, but was offset by a 19% increase in outflows of $199 million. AMP said ...

New data feeds will save advisers time: ANZ

EMMA RAPAPORT  |  WEDNESDAY, 10 MAY 2017
ANZ Wealth is hoping to increase adviser efficiency with the introduction of data feeds from integrated financial planning software IRESS XPLAN to ANZ's OneCare quoting software. The new data feeds will pre-populate OneCare's Illustrator software with ...

Budget undermining super: Labor

KARREN VERGARA  |  WEDNESDAY, 10 MAY 2017
Treasurer Scott Morrison's Budget missed the mark in setting superannuation policies right, proving they cannot be trusted with more than $2.1 trillion in assets, according to the Federal Opposition. Shadow Treasurer Chris Bowen and Shadow Revenue and ...

What the 2017 Budget means for you

DARREN SNYDER  |  TUESDAY, 9 MAY 2017
The entire wealth management and financial services sector will be impacted by the 2017 Federal Budget, a document that's received mixed reviews and needs caution in its digestion. Financial advisers will face several challenges as they attempt to navigate ...

Budget for the wealthy: Labor

KARREN VERGARA  |  TUESDAY, 9 MAY 2017
Opposition leader Bill Shorten is rejecting claims Treasurer Scott Morrison's 2017-18 Budget is anything like a 'Labor Budget.' Shorten went on Twitter to say the Coalition's budget is "out of touch", as a Labor Budget wouldn't slash school funding ...

Downsizing measures present advice opportunities

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
... excellent idea for retirees, describing it as a life-changer for many Australians. "Retired home owners are holding more wealth in housing than ever before and the Government's Budget sweeteners should lead to a strong take-up and a freeing up of housing ...