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Showing 5201 - 5210 of 9284 results for "wealth"

Centrepoint unveils new client interface

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
... portfolios, assets and goals. The platform is designed to provide clients with the convenience and flexibility of viewing their wealth information online as well as providing engaging content and up to date news. Compass Online will also enable clients ...

BTFG navigates wealth management headwinds

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
... to Westpac has fallen by 4% to $876 million in the past year, indicating an increasing pressure on the big four banks' wealth management divisions. Cash earnings for BTFG's funds management division dropped 7% to $520 million, which was attributed largely ...

Industry backs mental health education campaign PROP

MICHELLE BALTAZAR  |  FRIDAY, 4 NOV 2016
... Anything plus guest speakers. To date, more than 200 financial services professionals across superannuation, insurance and wealth management have confirmed their attendance. Tickets cost $60, which includes a $40 tax-deductible donation to Lifeline (You ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
ANZ's potential sale of its wealth business will send ripples through the succession plans of many advice businesses now that banks can no longer be considered a "buyer of last resort." During a media briefing discussing the bank's full-year results ...

Grant Samuel sells 80pct stake in GSFM

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
Canadian wealth management firm CI Financial has purchased an 80% stake in Grant Samuel Funds Management. The deal is expected to close later this month with CI acquiring the stake previously held by the corporate advisory firm Grant Samuel, which established ...

Boutique advice firm joins Fortnum

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... former AMP aligned advisory firm has joined non-institutionally owned licensee Fortnum Financial Advisers. Cardena Private Wealth, previously Arrive Wealth Management Sydney, has joined Fortnum as the firm positions itself to continue delivering professional ...

ETFs to reach $6 trillion by 2020

DARREN SNYDER  |  FRIDAY, 4 NOV 2016
... decade of growth in the industry, averaging 21.5% per annum and with AUM valued at US$3.4 trillion as at August 2016. EY Wealth and Asset Management leader for Oceania, Antoinette Elias, said the global ETF industry is expanding, with competition intensifying ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... founding partners. On-Track was founded in Perth in 1989 and offers a full suite of advisory services to clients including wealth accumulation, retirement planning, insurance and strategic financial planning advice. On-Track is responsible for about ...

GBST partners with boutique administrator

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
... specialist fund services provider MainstreamBPO. GBST will specifically partner with the FundBPO division to provide outsourced wealth administration and registry services through its GBST Composer, GBST ComposerWeb and Fund Gateway products for large-scale ...

ANZ mulls selling wealth business

ALEX BURKE  |  THURSDAY, 3 NOV 2016
ANZ says the sale of its wealth management business is a possible scenario that has been thought about "for some time." In releasing the bank's full-year results today, ANZ chief executive Shayne Elliott told a media briefing its wealth business is ...