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Showing 5151 - 5160 of 9284 results for "wealth"

ANZ has little time for robo-advice

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
... downsize, with the recent sale of its branch network across five Asian countries to DBS Bank and the potential sale of its wealth business, and is also part of the institution's strategy for transforming the business' culture. Elliott said that the bank's ...

Mercer principal joins IMCA board

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
... appointed five new board members. Principal of Mercer Investments Hendrie Koster has joined the board, bringing with him a wealth of knowledge in asset class research, portfolio construction and development of a strategic research agenda. In his role ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
... "Robo-advice should not be viewed as a Gen-Y exclusive proposition. The advice gap spans the population regardless of age and wealth, and if robo-advice services can use technology to deliver tangible outcomes, it will ultimately benefit all investors," ...

RARE appoints new state manager

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
... retail distribution, Matt Bushby said RARE is excited to have someone of Ahboo's calibre joining the team. "Nathan brings a wealth of experience to RARE with a proven record of establishing and growing long-term client relationships. His hire supports ...

Banking inquiry becomes Royal Commission alternative

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... reviews into the financial sector over the last few years, no review has properly considered how the banks expansion into wealth, advice, broking and superannuation have impacted customer outcomes," Turner said.

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... Life. Meritum Financial Group has more than 100 advisers across Australia, providing personalised financial planning and wealth advice to clients. Poole will start his new role on 1 January 2017. "With almost three decades' experience in the financial ...

Former Westpac planner banned

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
... inappropriate advice and market loss related to investments. Bishop is the 22nd financial adviser to be banned as part of ASIC's Wealth Management Project, targeting the country's largest financial advice firms.

HUB24 acquires specialist fintech

ALEX BURKE  |  TUESDAY, 29 NOV 2016
... development for us. We will have the capabilities to develop and offer an end-to-end suite of solutions across a broader set of wealth management business models. We look forward to investing in a combined HUB24 and Agility offering." "However, our immediate ...

AMP advice chief departs in executive restructure

ALEX BURKE  |  TUESDAY, 29 NOV 2016
... them well for the future." The new group leadership team will comprise Paul Sainsbury, who will become group executive, wealth solutions and customer; Jack Regan, who will transition from managing director, New Zealand to group executive, advice and ...

AMP Capital senior manager joins CFS

DARREN SNYDER  |  MONDAY, 28 NOV 2016
... initiatives. In her new role as senior manager, corporate responsibility, Tapscott will be responsible for implementation of the wealth management responsible investing framework within CFS. The framework applies to all Commonwealth Bank's wealth management ...