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Showing 4961 - 4970 of 9284 results for "wealth"

The case for internal investment teams

EMMA RAPAPORT  |  MONDAY, 24 APR 2017
... Brindle said funds should not expect immediate positive results, or shy away from compensating asset managers for the added wealth they bring to the fund. "We have received some criticism for paying asset managers compensation packages that may be big ...

Asteron Life rewards healthy lifestyles

EMMA RAPAPORT  |  MONDAY, 24 APR 2017
... discounts. Eligible clients will be provided up to 25% in savings by answering simple lifestyle questions. Asteron's head of wealth and life intermediaries Steve Degetto said the discounts will both recognise and reward clients who make the correct 'healthy ...

Opposition floats SMSF borrowing ban

EMMA RAPAPORT  |  FRIDAY, 21 APR 2017
Self-managed superannuation funds will be banned from direct borrowing under an expanded housing affordability policy unveiled by the Federal Opposition today. Speaking to media this morning, Shadow Treasurer Chris Bowen said the policy will target ...

Nominations for adviser award opens

KARREN VERGARA  |  FRIDAY, 21 APR 2017
... nominees, but also the need for ongoing education, no matter what age or stage of your career," Waller said. Last year, Ascent Wealth Management's Stephen Nielsen took out the award. Nominations close on 16 June, and finalists will be flown to Sydney ...

Republic Capital chief executive departs

ALEX BURKE  |  THURSDAY, 20 APR 2017
... founded by Thomas and executive director Laurence Milne, specialising in automated investments via its platform, Republic Wealth. The platform employs robo-advice, managed discretionary accounts and full-service advice.

Investment group takes majority stake in global advice firm

ALEX BURKE  |  THURSDAY, 20 APR 2017
... from private equity groups Centerbridge Partners, Summit Partners and Polaris Partners. These firms, along with "certain wealth management affiliates and employees," have now sold their combined stake to a consortium led by Stone Point Capital and global ...

Banks must overhaul product-based incentives

KARREN VERGARA  |  WEDNESDAY, 19 APR 2017
... Australia Bank said it is committed to implementing the final recommendations. NAB chief customer officer, consumer banking and wealth Andrew Hagger said: "These recommendations are a significant step for the industry and will require focus, discipline ...

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
Fitzpatricks Private Wealth is continuing its expansion with the addition of two Melbourne advice practices. Chronos Private and Marasea Partners have aligned with Fitzpatricks, following a line of firms to come under its licence in the past 12 months. ...

Housing crisis takes emotional toll on Gen X

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
... "Housing is unaffordable in many parts of the world but people continue to find other ways to invest their savings to build wealth for the future, like contributing more to superannuation or using the monthly savings they might have paid to a mortgage ...

Wealth management firm expands

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
Wealth management firm Morgans Financial is expanding its presence in Queensland region of Stanthorpe. The firm, which has more than 60 offices nationwide, will service clients in the local government area of almost 36,000. Morgans Financial director ...