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Showing 5011 - 5020 of 9284 results for "wealth"

Robo-advice portfolios benefiting from quant factors

KARREN VERGARA  |  THURSDAY, 16 MAR 2017
... Quantifeed senior quantitative strategist Gaudi Schneider said: "Mass affluent consumers in Asia Pacific who are receiving wealth management online can truly benefit from a quantitative overlay to their portfolios." "Financial institutions, on the other ...

Findex assigns Aussie equities mandate

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2017
... review program by the Findex investment team, Altair Asset Management secured the contract, having first engaged with the wealth firm to consult on the refinement of its Statement of Advice for Australian equity portfolios. The Altair managed discretionary ...

Gen Y prefers liquid investments: KPMG

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
... deposits and 8% in managed funds. The study, which surveyed 1400 KPMG Gen Y employees, also found that most don't believe wealth products are geared to their needs. Focus group studies found there is a perception that certain products are out of their ...

Netwealth backing financial literacy in schools

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAR 2017
... said the project is an extension of the platform provider's own purpose. "Netwealth was created to provide investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. We seek to enable, educate ...

MW Lomax grows geographic footprint

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
... in client services, but also facilitate a geographic expansion that will elevate the position of MW Lomax in the growing wealth and financial services market within Australia," said Jon White, group managing director at MW Lomax. "Focus has been of great ...

Prospectus lodged for ethically screened LIC

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
... offering of ordinary shares after lodging its prospectus with ASIC. The company, which provides investors a way to grow wealth without investing in businesses which harm the environment, is seeking to raise up to $220 million and can accept over-subscription ...

SUPERCentral launches estate planning course

EMMA RAPAPORT  |  MONDAY, 13 MAR 2017
Wealth management services provider SUPERCentral is launching an estate planning course for financial advisers. The scenario-based course, Real Life Estate Plans, aims to provide advisers with the tools to meet clients' needs in estate planning as Australia ...

MDA provider upgrades offering

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
... Heather, chief executive of managedaccounts.com.au said the solution represents a significant investment to benefit advisers, wealth managers, firms and clients. "This market-leading smart technology will transform the way advisers manage their business ...

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 ...

Ignition Wealth partners with pharmacy group

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
Ignition Wealth will partner with Pharmacy Alliance to provide digital financial advice to its 650 members. The independent pharmacy group announced the formation of Alliance Family Wealth (AFW) to provide digital financial advice to the group's members ...