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Showing 4991 - 5000 of 9284 results for "wealth"

Confident with a capital C

BENJAMIN ONG  |  WEDNESDAY, 29 MAR 2017
... highest level since September 2000, 113.8 in March from 103.9 in the previous month. Strengthening economic activity, rising wealth effect from rising stock and home prices- the S&P 500 has risen by 5.4% this year to date and by 18.3% from a year earlier ...

Hedge fund star joins Merchant Group line-up

ALEX BURKE  |  TUESDAY, 28 MAR 2017
... by investing in both listed and soon-to-be-listed companies. Based in Western Australia, Merchant Group offers strategic wealth advice, corporate finance and direct market services. In addition to the business Klintberg now leads, Merchant Capital offers ...

Fintechs and instos must align: Saxo

DARREN SNYDER  |  TUESDAY, 28 MAR 2017
... Fournais said the group will soon be launching Saxo Select in Australia once it receives ASIC approval. It is a digital wealth management solution "where you can really role out any strategy you have," Fournais said.

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
... Australia was named Life Risk Practice of the Year, while the Regional Practice of the Year awards were received by Byfields Wealth Management (WA /NT), Creative Wealth Ideas (VIC /SA), JSK Wealth Solutions (NSW /ACT) and Wealth Connexion (QLD). Graham ...

Fund manager appoints managing director

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
... South-East Asian fund manager boosted its leadership team with the appointment of a managing director, head of funds and wealth management. Former Certitude Global Investments chief executive Craig Mowll joined Aura Funds Management in the newly created ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... 50% of the portfolio is invested in just one investment type outside of managed funds. AMP Capital head of self-directed wealth and SMSF Tim Keegan says this presents an opportunity for advisers to help SMSF trustees construct their portfolios and navigate ...

Legg Mason appoints Sydney head from UBS

ALEX BURKE  |  MONDAY, 27 MAR 2017
... newly opened Sydney office and its national key account manager. Matt Stovold joins Legg Mason's new Sydney team from UBS Wealth Management, where he was a managing director. Before that, he held the same role, as well as head of advice, at JBWere Private ...

Panorama fortifies BTFG adviser market

KARREN VERGARA  |  FRIDAY, 24 MAR 2017
BT Financial Group's mammoth financial outlay in upgrading its wealth management platform will generate cost savings of $100 million per year with benefits for financial advisers and investors. BTFG head of product development Anil Sagaram said it's ...

Citi boosts wealth team

ALEX BURKE  |  FRIDAY, 24 MAR 2017
Citi is expanding its wealth management business with four new hires. Danica Hampton joins Citi as head of investment specialists. Prior to this role she was head of currency overlay and solution sales at NAB; and global markets research senior strategist ...

Former adviser cops ASIC reprimand

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2017
... around his conduct are reasonably held, with the enforceable undertaking following a review conducted by ASIC as part of its Wealth Management Project and standing as an alternative to administrative action against Wilson. Commenting on the outcome ...