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Showing 5251 - 5260 of 9284 results for "wealth"

Strategy Steps sold to knowIT

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
... already used by 4000 advisers in Australia but there is still opportunity to embed Strategy Steps more deeply into the wealth advice market," Wilson said. "knowIT intends to redevelop the technology and reach of Strategy Steps to build deeper penetration ...

Link partners with software firm

ALEX BURKE  |  WEDNESDAY, 12 OCT 2016
... tools to augment its service offering for superannuation funds and other clients. The first suite of tools will target wealth management for super fund members via Link's member portal. After that, Link Group and Moneysoft will develop products for Link's ...

Lonsec offloads broking business

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
... equity and derivative transactions. In particular, we see a significant opportunity to support the growing trend of new wealth advisory firms being established by previous employees of large financial institutions." The stockbroking business will be ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... our future planning." Harding-Davis has held a number of key roles during his career including chief executive of Premium Wealth Management, general manager-advice for Australian Unity Personal Financial Services, head of sales and marketing at Australian ...

BT Private Wealth director joins accountancy firm

ALEX BURKE  |  TUESDAY, 11 OCT 2016
Wealth management and chartered accountancy firm Kelly + Partners has appointed a new senior client director. Trent Doughty joins Kelly + Partners from BT Private Wealth Markets, where he was a director. Prior to that, he was a partner - private wealth ...

AIST wants higher concessional cap for older workers

DARREN SNYDER  |  MONDAY, 10 OCT 2016
... behind this cap - i.e. to limit the extent to which tax free benefits of retirement phase accounts can be used by high wealth individuals - it will be difficult to administer," the AIST statement said. The government plans to tighten rules involving ...

Former AustralianSuper chair joins ME board

MARK SMITH  |  MONDAY, 10 OCT 2016
... Superannuation Trustees, and Financial Services Institute of Australasia, and is a member of Chief Executive Women. "Elana brings a wealth of leadership and business skills and is a fantastic addition to the ME Board," the bank's chairman Ken Hodgson ...

Bravura hires product manager from BT

MARK SMITH  |  MONDAY, 10 OCT 2016
... and compliance. In this newly created role, Loader will be responsible for the product strategy for Sonata - Bravura's wealth management software platform for superannuation, investments, life insurance and wraps. The role forms part of Bravura's wider ...

AFA recognises outstanding advisers

MARK SMITH  |  MONDAY, 10 OCT 2016
... Johns beat out competition from fellow finalists Jason Peterson from 5 Financial and Gary Spencer from Spencer Private Wealth. The other Practice of the Year finalists were Mediq Financial Services and Navwealth Financial Group.

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... for female advisers to showcase their skills and expertise in the field. It was a tight contest. Other finalists included Wealth Planning Partners director and financial adviser Amanda Cassar, a well-known advocate for women who run their own small business ...