Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 5071 - 5080 of 9284 results for "wealth"

Suncorp begins life business optimisation

DARREN SNYDER  |  THURSDAY, 9 FEB 2017
... in the first half of FY17. It was impacted by industry deterioration in lapse and claims trends; however the diversified wealth group said its "conservative approach to setting assumptions has resulted in minimal impacts to [lapse and claims] experience." ...

New white labels highlight OneVue growth

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
... which recorded inflows of $310 million for the December 2016 quarter, will deliver three white label solutions for MGD Wealth, Prosperum Wealth and an unnamed profit-for-member firm. "OneVue's focus on developing a contemporary platform and managed account ...

Industry giant retires

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
... member Matthew Quin will succeed Lambert as chairman. Financial Standard's feature interview with Lambert in FS Private Wealth can be viewed here.

AMP cops short-term pain

JAMIE WILLIAMSON  |  THURSDAY, 9 FEB 2017
AMP's wealth management inflows took a hit in 2016 as its adviser network felt the impact of legislative reform. Cashflows in to the wealth management division were impacted by regulatory uncertainty which caused investors to be wary of contributing ...

Myer Family Company appoints CIO

ALEX BURKE  |  TUESDAY, 7 FEB 2017
... passionate about governance and applying market-leading behaviour finance and risk methodologies to underpin long-term wealth management." The investment team is also bolstered with the appointment of Justin Rooney as head of global market strategies. ...

Infocus scores exclusive referral to 450 offices nationwide

ALEX BURKE  |  MONDAY, 6 FEB 2017
Infocus Wealth Management planners will deliver financial advice to over 450 offices throughout Australia via an exclusive referral arrangement with a global accounting firm. NYSE-listed H&R Block, which opened its doors in Australia in 1971, employs ...

Bendigo targets ethically conscious investors

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
The wealth division of Bendigo and Adelaide Bank is targeting younger investors with the launch of a socially responsible growth fund. The bank said the fund will be offered as both a standalone fund for investors and as a choice in its Bendigo SmartStart ...

Ignition Wealth appoints head of advice

ALEX BURKE  |  MONDAY, 6 FEB 2017
Ignition Wealth partnered with an XPLAN specialist to launch a new consultancy division, appointing a head of advice in the process. Rob Corben will take on the role as part of Ignition Wealth's partnership with PlanFocus, of which Corben is a director. ...

Altair hires distribution GM

ALEX BURKE  |  MONDAY, 6 FEB 2017
... roles include global head of financial services BPO at Siemens and a directorship at Accenture. Altair evolved from private wealth company Parker Asset Management, which was launched by former Hunter Hall principal Philip Parker in 2000. The business ...

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... technology and build a presence in the retirement space. Last year the company signed a deal with robo-advice platform Infocus Wealth Management which incorporated the Morningstar wealth forecasting engine into its earnie.com.au platform.