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Showing 5101 - 5110 of 9284 results for "wealth"

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
... financial advice practice is launching a subsidiary business assisting the elderly transition into aged care. Gold Coast-based Wealth Planning Partners has established Trusted Aged Care Services to provide a suite of services to families to assist in ...

NAB appoints research veteran to head retirement arm

ALEX BURKE  |  FRIDAY, 13 JAN 2017
... materials to assist advisers in producing goals-based portfolios for retirees. Before that, he held the role of head of wealth management, Australia and New Zealand at Mercer - a position he took on after spending six years as distribution chief at van ...

Australian Unity buys Altius, sells down Wingate

JAMIE WILLIAMSON  |  THURSDAY, 12 JAN 2017
As part of an expansion of its wealth business, Australian Unity will purchase the remainder of fixed interest manager Altius Asset Management. In a statement to Financial Standard, Australian Unity Wealth chief executive David Bryant said it is part ...

Perpetual expands investment specialist team

EMMA RAPAPORT  |  WEDNESDAY, 11 JAN 2017
... experience in financial services. Perpetual Investments head of investment specialists Adam Curtis said Mehmet brings a wealth of experience "which will strengthen our offering to the market and ensure we are well positioned to achieve future growth." ...

Legalsuper hires compliance exec from Mercer

ALEX BURKE  |  WEDNESDAY, 11 JAN 2017
... restructure, announced internally to staff in December. Mercer recently reorganised its global business under three lines: health, wealth and career, with a view to "simplifying Mercer's organisation, allowing client facing colleagues to respond even ...

BT strategist joins growth fund board

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
... more than 27 years, holding senior roles such as general manager adviser distribution, head of distribution, head of BT Wealth and Wrap Solutions and head of equities for Bankers Trust Australia. Prior to joining BT, Freeman served as an accountant and ...

Mercer undergoes global restructure

ALEX BURKE  |  TUESDAY, 10 JAN 2017
... to staff in December. The goal of the restructure was to reorganise Mercer's global business under three lines: health, wealth and career. A Mercer spokesperson said the new structure "simplifies Mercer's organisation, allows client facing colleagues ...

Make 2017 a big year for financial advice

MICHELLE BALTAZAR  |  MONDAY, 9 JAN 2017
... time of the year again where everyone gets to start with a clean slate. Ned Dane, head of private client group at US-based wealth manager OppenheimerFunds wrote an article late last month on how financial advisers should ring in the New Year. While the ...

Spring FG enters property joint venture

ALEX BURKE  |  THURSDAY, 5 JAN 2017
Diversified wealth management firm Spring Financial Group is entering a joint venture to provide property management, letting agency and resale services to its clients. Under the arrangement with Tessa Residential, which will initially focus on clients' ...

Aussie advice firm sold to US risk manager

DARREN SNYDER  |  THURSDAY, 5 JAN 2017
Brisbane-based wealth management consultancy Complete Financial Balance is being acquired by the Australian arm of Arthur J. Gallagher & Co. The transaction marks a continued Australian expansion for the US-owned AJG. The firm acquired Perth-based workplace ...