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Showing 5141 - 5150 of 9284 results for "wealth"

Link executive joins Moneysoft

JAMIE WILLIAMSON  |  THURSDAY, 8 DEC 2016
... from the outset," Gardiner said. Moneysoft founder and managing director Peter Malekas, said the appointment will bring a wealth of experience to the board. "Moneysoft is on a strong growth trajectory as more and more financial planners and mortgage ...

Japan still leading APAC offshore investors

ALEX BURKE  |  WEDNESDAY, 7 DEC 2016
... international peers." Commenting on Asia-Pacific investments, he said: "In reality, Asian demand hasn't really even started. As the wealth of the region's middle class continues to grow, so too will their desire to make sound investment decisions." "Australian ...

New CIO for First State Super

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2016
... assets supporting over 800,000 members and clients. First State Super chief executive Michael Dwyer said: "Damian brings a wealth of investment leadership expertise and he has a deep appreciation of the members first philosophy that underpins First State ...

Ascot Securities makes key wealth and institutional hires

KERRIE SYDEE  |  TUESDAY, 6 DEC 2016
Ascot Securities has strengthened its wealth advisory and institutional teams with six appointments. Joining the wealth advisory side of the business is Sean Sandilands, Timothy Radford and Henry Fung. Sandilands has more than 20 years' experience in ...

EQT appoints Rio Tinto super exec

ALEX BURKE  |  TUESDAY, 6 DEC 2016
... team in September and October, with the goal of "more clearly [defining] management of the businesses within trustee and wealth services (TWS) and [simplifying] a number of operational functions." As a result of the changes, TWS executive general manager ...

Vale George Vassos: Omega Global Investors

DARREN SNYDER  |  MONDAY, 5 DEC 2016
... "George Vassos is one of the best our industry has produced. He was a role model for professionalism and integrity in a wealth management sector that has a public image for being short on these qualities in recent times. "We want the industry to know ...

Planning firms need succession rethink

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... the value of their practice. Business strategy consultant at AdviceIQ, Paul Harding-Davis, said the fragmentation of the wealth management industry has highlighted the need to financial planning practices to take control of their ownership arrangements. ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
Netwealth has teamed up with a boutique wealth management firm for a private label managed accounts offering. Stanford Brown is the latest group to partner with the managed accounts provider, in what Netwealth joint managing director Matt Heine described ...

Challenger distribution chief departs for start-up role

ALEX BURKE  |  FRIDAY, 2 DEC 2016
... group chief financial officer. Prior to that, he held multiple senior roles at MLC over 14 years, including chief executive wealth management, Europe, chief executive MLC Building Society and general manager Y2K Project. "Paul Rogan has made a significant ...

Robo is the adviser's new best friend

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
... recent study from EY found that as many as 59% of clients had a preference for digital advice, compared to just 35% of wealth managers. Head of SPDR ETFs Australia Shaun Parkin said the research highlights a clear opportunity for advisers to adapt to ...