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Showing 5321 - 5330 of 9286 results for "wealth"

Netwealth enters fintech partnership

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
... trending stocks. Joint managing director at Netwealth, Matt Heine said: "We continue to focus on helping our clients see wealth differently. In addition to providing a huge amount of information not generally available in Australia all the information ...

Elders gains QLD practice

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
Elders Financial Planning has added its seventh practice to the Elders network. Toowoomba based Total Wealth Group has joined the Elders dealer group, the seventh practice Elders has added over the last five months as the group pushes for growth in ...

Former Westpac exec joins YBR

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
Yellow Brick Road (YBR) has appointed a former Westpac executive as general manager of its wealth division. Adam Youkhana, most recently head of partnerships and private banks for financial planning at Westpac, now leads YBR's wealth management business ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... equities. "By investing in high quality short to medium term bonds, fixed income can potentially facilitate the preservation of wealth. Fixed income is about delivering consistency of income and that resonates with the end client. Now they have the opportunity ...

Man Group appoints institutional sales manager

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
... institutional team in Sydney. His appointment reflects our commitment to invest in our institutional business in Australia, and his wealth of experience with institutional clients across a range of investment strategies will be a great addition to our ...

IQ Group expands Australian presence

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Superannuation and wealth management consultant, IQ Group, has appointed two new hires to the newly created role of managing principal. Regina Ugarte and Stuart Conboy have stepped into the new role which will match service opportunities creation to ...

GPS Wealth launches advice solution

KERRIE SYDEE  |  MONDAY, 5 SEP 2016
Independently owned dealer group GPS Wealth has launched a limited advice software package for accountants. Following the release of MoneyBowl for Advisers in July, MoneyBowl for Accountants features an automated personal financial management (PFM) ...

ASFA names KPMG partner as new CEO

MARK SMITH  |  MONDAY, 5 SEP 2016
... the financial services and other sectors to drive transformational change. At KPMG he has worked with investment banks, wealth management organisations and superannuation funds, as well as service providers to the wider superannuation industry. "Martin ...

GBST closes international Composer deal

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2016
... retail investment business in boosting its profile and market share through product developments and digital innovation. The wealth management platform will be delivered under a software as a service (SaaS) model, allowing for rapid deployment, and will ...

Internal restructuring hits EQT profits

ALEX BURKE  |  FRIDAY, 2 SEP 2016
... added: "Equity Trustees operates in an exciting and growing market driven by demographic changes, increasing the demand for wealth protection and wealth transition services. "Australia's intergenerational wealth transfer is expected to be more than $80 ...