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Showing 5111 - 5120 of 9284 results for "wealth"

NAB partners for SMSF establishment service

ALEX BURKE  |  THURSDAY, 5 JAN 2017
... competitors because it does not take nor pay commissions or charge transfer payments. NAB general manager of self-directed wealth Nathan Walsh said: "We know how much of a burden compliance and paperwork is for investors. We want to not only make it ...

Advice from abroad

STAFF WRITER  |  WEDNESDAY, 4 JAN 2017
... husband and wife sitting across from you and they're coming to you to find out what they should do." Evans started Atlas Wealth Management (Atlas) five years ago as a financial advice firm that specialises in providing financial advice to Australian ...

Guest of honour

ALEX BURKE  |  TUESDAY, 3 JAN 2017
... exactly 50 years." When Lambert left CBA on January 20, 2014, he did so as one of the most celebrated figures in Australian wealth management. 50 years (to the day) earlier, though, he was "burning seven-day-old garbage." That isn't a euphemism: Lambert's ...

Hunter Hall ethical mantle in doubt as CIO resigns

ALEX BURKE  |  TUESDAY, 3 JAN 2017
... recent unit prices. The same $1 invested in the Australian stock market would have turned into about $7...That is real wealth creation." Commenting on the WHSP takeover bid, he said: "I have known WHSP for many years, having first met patriarch Jim Millner ...

Westpac provides head start to wealth management

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
Two-thirds of Australian parents worry about how financially astute their children will be by the time they graduate high school and Westpac is offering a $200 head start. As part of its 200th anniversary celebrations, the bank has developed the 'Bump' ...

Self-doubting Aussies falling short

JAMIE WILLIAMSON  |  TUESDAY, 3 JAN 2017
... financial plan, indicating a lack of confidence in dealing with money and investments. This is a key finding of the latest MLC Wealth Sentiment Survey released last week. It also shows that 50% of Australians believe they aren't doing enough to achieve ...

ASIC takes Westpac to court

JAMIE WILLIAMSON  |  FRIDAY, 23 DEC 2016
... conversation without having to pay for comprehensive personal advice and that this will stand as an important test case for the wealth industry. Cooper went further to say the group is disappointed it hasn't been able to resolve the difference of opinion ...

Top 10 executive appointments in 2016

STAFF WRITER  |  FRIDAY, 23 DEC 2016
1. Wealth division overhauled in latest NAB restructure Three members of NAB's executive leadership team left the company in July following an extensive organisational restructure which saw wealth management and personal banking brought under the same ...

Mercer appoints chief customer officer

ALEX BURKE  |  THURSDAY, 22 DEC 2016
... Mercer before taking on his new position this month. He joined Mercer in 2014 from ANZ, where he was senior manager, global wealth marketing. He has held multiple other positions at ANZ, including senior manager, retail product and profitability, retail ...

Top 10 investment stories in 2016

STAFF WRITER  |  THURSDAY, 22 DEC 2016
... Global Credit Fund. The previous RE for these products was Equity Trustees (EQT). The move follows PIMCO internalising its wealth management distribution facilities in 2015; as with the RE functionality, distribution was also previously handled by EQT. ...