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Showing 5051 - 5060 of 9284 results for "wealth"

Advisers embrace new education regime

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
... and continue to provide - high quality advice and exemplary service to clients that address their personal protection, wealth accumulation and retirement aspirations," Mentor Education chairman and non-executive director Jim Taggart said. "The introduction ...

AMP introduces pension calculator

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
... customer-led retirement solution that will help many Australians achieve financial security in retirement," AMP group executive, wealth solutions and customer, Paul Sainsbury said. "Its development is the culmination of the expertise and considerable ...

Former ANZ exec joins Xero board

KARREN VERGARA  |  WEDNESDAY, 22 FEB 2017
... The New Zealand Merino Company. Peterson started her career at ANZ where she held senior positions as a general manager - wealth business and performance, and managing director of the New Zealand branch. She also led the development of the bank's payment ...

More firepower in Challenger play

DARREN SNYDER  |  WEDNESDAY, 22 FEB 2017
... flood of half-year reports from listed retail investment managers conveys a critical narrative about the changing nature of wealth product manufacturers and their respective distribution strategies. As investment manager profits remain under pressure ...

Fox urges advisers to become professionals

EMMA RAPAPORT  |  TUESDAY, 21 FEB 2017
... every day. The research shows that [financial advice] gives them better career outcomes, better health outcomes, better wealth outcomes, better relationships, better relationships with their kids, less teenage delinquents. The only way to stop [the perception] ...

AMP super trust adds $450m corporate fund

ALEX BURKE  |  MONDAY, 20 FEB 2017
... and delivers a high-quality customer experience and can help members with their financial wellbeing." AMP group executive wealth solutions and customer Paul Sainsbury said: "We are delighted to help support the financial wellbeing of Water Corporation's ...

BNY Mellon strengthens insto team

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
... which spanned 12 years and saw him work in a variety of roles including head of foreign exchange, and head of investments, wealth management. Filippelis added that Gambi has joined the company at a time when they are "experiencing great momentum particularly ...

Centrepoint hires Citigroup executive as CIO

ALEX BURKE  |  MONDAY, 20 FEB 2017
... Citigroup, Lewis was an investment product and research analyst at UBS, an associate at S&P, a portfolio manager at HSBC Private Wealth Managers and a fund analyst at SG Global Private Banking. Centrepoint managing director John de Zwart said the new ...

SMSFs no influence on housing

JAMIE WILLIAMSON  |  FRIDAY, 17 FEB 2017
... of these funds would have investments outside of their SMSF as well, so you would need to look at the totality of their wealth to be able to draw conclusions about the risks they are taking." The report, which covers the December 2016 quarter, analysed ...

Rubik shareholders mull acquisition by Geneva fintech

ALEX BURKE  |  THURSDAY, 16 FEB 2017
... existing clients and prospective clients by providing access to the significant resources of Temenos as a market-leading wealth, banking and finance software specialist." Temenos chief executive David Arnott also commented, saying: "We are delighted ...