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Showing 5281 - 5290 of 9286 results for "wealth"

Clock ticks for institutional advice licensees

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... Suncorp exiting its advice business in 2015, there appears to be an emerging trend at institutional licensees. Infocus Wealth Management managing director Rod Bristow said the "conscious uncoupling" is a shame as decisions are appearing to be made "without ...

Well-known advice firms merge

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... identities, working together on delivering enhanced services across asset management, institutional equities and debt, private wealth management, SMSFs and corporate advisory. Evans & Partners executive chair, David Evans said: "Evans Dixon will see ...

Former YBR chief exec joins K2 board

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
... has announced the appointment of a former YBR chief executive to its board. Matt Lawler resigned as chief executive of wealth management at YBR in July and joins the K2 board as a non-executive director. Lawler brings over 30 years of senior leadership ...

Current super objective "un-Australian"

DARREN SNYDER  |  TUESDAY, 27 SEP 2016
ASFA believes it is "un-Australian" for politicians to settle on an inadequate objective for superannuation that restricts its purpose to merely substitute or supplement the age pension. The super fund representative body is urging people to take interest ...

Praemium chair to retire, intended successor revealed

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
... a non-executive director of the board and is intended to succeed Loveday as the chair following the AGM. Camm brings a wealth of financial services experience to the board, having previously held a number of senior executive positions with ANZ Bank ...

Masterfunds grow despite underperformance of platforms

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2016
... recorded a boost of 4.1%. In contrast; a number of providers reported losses, including AMP (-2%), IOOF (-1.5%) and ANZ Wealth (-0.9%). Wraps contributed the most growth over the year to June 2016, rising 8.3% to now equate to 41.2% of the market. Macquarie ...

Former Westpac adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2016
... misleading and deceptive." This banning follows on from more than 20 bans issued recently by the regulator as part of its Wealth Management Project, focused on the conduct of Australia's largest financial advice firms.

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
The Association of Financial Advisers (AFA) and ANZ Wealth have announced the finalists for the 2016 AFA Rising Star of the Year Award ahead of the upcoming AFA National Conference in Canberra. Launched 11 years ago, the AFA Rising Star of the Year ...

Alternatives fund takes stake in Ignition Wealth

ALEX BURKE  |  TUESDAY, 27 SEP 2016
Ignition Wealth has received a "significant" investment from an ASX-listed alternatives fund. Millinium Capital Managers' Millinium Alternatives Fund (ASX code: MAX) made the investment in the digital advice provider, which Ignition Wealth said was ...

IRESS acquires super software provider

KERRIE SYDEE  |  MONDAY, 26 SEP 2016
... complements our existing capabilities and focus in Australian financial services, trading and funds management technology, wealth management and advice. It is also in line with our growth strategy. "IRESS currently provides a range of solutions to key ...