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Showing 31 - 40 of 50 results for "EY Wealth"

Nikko AM enters SMA partnership

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
Nikko Asset Management is partnering with a $26 billion Australian wealth firm to deliver an innovative, multi-manager separately managed account solution. Through its recently acquired affiliate Ark Invest, Nikko AM is introducing the Nikko AM-ARK ...

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 ...

Last chance: Financial Standard ETF Forum

DARREN SNYDER  |  MONDAY, 17 JUL 2017
The Financial Standard Best Practice Forum on Exchange Traded Funds is a fortnight away and there's limited space left for financial advisers and other industry professionals. Following a successful inaugural event in Sydney last year, the 2017 Best ...

Past Morgan Stanley adviser hit with permanent ban

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
A former Morgan Stanley Wealth Management adviser was permanently banned for failing to act in the best interests of clients and providing inappropriate advice. Employed by Morgan Stanley between January 2013 and May 2015, Andrew Peter Panayiotides ...

How women get ahead in financial services: Executive

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
Profile: Siobhan Blewitt, Executive director, financial adviser, Morgan Stanley Wealth Management Even before Siobhan hit the trading floor, she was training herself for a career with the boys. Collecting glasses in the back of a Melbourne public bar ...

Ascot Securities makes key wealth and institutional hires

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
Ascot Securities has strengthened its wealth advisory and institutional teams with six appointments. Joining the wealth advisory side of the business is Sean Sandilands, Timothy Radford and Henry Fung. Sandilands has more than 20 years' experience in ...

New investment vehicles need work: industry

DARREN SNYDER  |  MONDAY, 7 NOV 2016
... new world for us because corporate investment vehicles for collective investment vehicles is not common in Australia." EY wealth and asset management partner Antoinette Elias said a similar sort of vehicle was introduced in the UK about 15 years ago ...

ETFs to reach $6 trillion by 2020

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
... decade of growth in the industry, averaging 21.5% per annum and with AUM valued at US$3.4 trillion as at August 2016. EY Wealth and Asset Management leader for Oceania, Antoinette Elias, said the global ETF industry is expanding, with competition intensifying ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
Peita Diamantidis of Caboodle Financial Services has received this year's AFA Female Excellence in Advice Award for championing the benefits of financial advice for women in the profession and in the broader community. Diamantidis accepted her award ...

AFA Adviser of the Year finalists announced

ALEX BURKE  |  WEDNESDAY, 14 SEP 2016
The Association of Financial Advisers and Zurich have announced the finalists for AFA Adviser and Practice of the Year, and the Female Excellence in Advice Award. The potential advisers of the year are Darren Johns from Align Financial, Jason Peterson ...