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Showing 5001 - 5010 of 9284 results for "wealth"

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... superannuation funds into one as part of the rollout of its $630 million Panorama platform and in a major update of the wealth management business. Announced to the market this morning, BTFG will also move from four trustees to one; move from seven registry ...

Azimut partners with Colonial, launches funds

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
AZ Sestante, a subsidiary of Italian wealth management firm Azimut Holdings, recently entered the Australian market by launching three new funds on the Colonial First State platform. The partnership produced three diversified multi-manager funds that ...

Senior hires at REST

KARREN VERGARA  |  WEDNESDAY, 22 MAR 2017
REST Industry Super appointed two senior wealth management executives in newly-created roles to help drive employer relations. Joining the $43 billion fund as head of employer engagement is Matt Russell. He will lead the national business development ...

Bravura Solutions appoints new COO and sales head

DARREN SNYDER  |  WEDNESDAY, 22 MAR 2017
... operating officer. Following the February departure of Bravura Solutions managing director Asia Pacific, Roland Slee, the wealth management software provider has filled its head sales role with a newly-created position. Taking on the responsibility for ...

IOOF names new tech services head

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... in technical advice services, having previously held similar roles with AXA, Aviva and MLC. IOOF group general manager, wealth management Renato Mota said the promotion of Breckon is testament to the succession planning and mentoring processes fundamental ...

Adviser contravenes FoFA obligations

EMMA RAPAPORT  |  MONDAY, 20 MAR 2017
... of Australia for alleged contraventions of the Future of Financial Advice obligations. Following an ASIC investigation, Wealth and Risk Management (WRM), and its related companies Yes FP and Jeca (trading as Yes FS), have been accused by the regulator ...

Workers' retirement angst growing

KARREN VERGARA  |  MONDAY, 20 MAR 2017
... retired expect to outlive their retirement savings; up significantly from 33% in 2013. "The ability to accumulate sufficient wealth, potential falls in the share market and regulatory changes to the superannuation rules are all contributing to Australians' ...

Major ASIC project finds serious financial advice concerns

ALEX BURKE  |  FRIDAY, 17 MAR 2017
... serious concerns about how the industry has operated over the past five years. The report is part of the regulator's broader Wealth Management project covering the financial advice provided by Australia's largest financial institutions - AMP, ANZ, CBA ...

Global insurance tech eyes Australian expansion

ALEX BURKE  |  FRIDAY, 17 MAR 2017
A global provider of life insurance claims software entered into a strategic partnership with an Australian wealth management consultancy. FINEOS, which services clients including AMP, CommInsure, Macquarie, ANZ, TAL and Westpac, has joined up with ...

Australian Unity appoints trustee GM

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
Australian Unity's newly-formed trustee business is welcoming the appointment of a general manager. The internal promotion sees Emma Sakellaris take the top role. She will be responsible for developing the business building a specialist, client-focused ...