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Showing 5381 - 5390 of 9286 results for "wealth"

AZ NGA appoints Genesys vet as advice GM

ALEX BURKE  |  MONDAY, 8 AUG 2016
... mergers and acquisitions group at AMP and the national manager of the equity program of AMP's former licensee, Genesys Wealth Advisers. Prior to AMP, he worked as the New South Wales state manager at Leveraged Equities/Bendigo Wealth, and was senior ...

ASIC compensation plummets despite surveillance success

ALEX BURKE  |  MONDAY, 8 AUG 2016
... regulator will pay particular attention to enforcing Future of Financial Advice compliance, especially as it pertains to the Wealth Management Project, which was established in 2014 and aims to lift the standards of major financial advice providers. ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
... preference securities (geared at more conservative investors). Commenting on the launch, Shaw and Partners head of private wealth Earl Evans said: "The ability of our clients to have full transparency over their investments and their tax position, with ...

Multi-asset fund launches on ASX

DARREN SNYDER  |  THURSDAY, 4 AUG 2016
... achieving their investment goals in the face of increasing market volatility. AMP Capital head of SMSF and self-directed wealth Tim Keegan said: "SMSF and self-directed investors know they need to diversify and we want to make it easier for them to do ...

BNPP IP appoints head of advice

DARREN SNYDER  |  THURSDAY, 4 AUG 2016
... responsibility will be to grow funds under management for BNP Paribas Investment Partners by working with dealer groups, private wealth firms, family offices, consultant and research houses, platform providers and other key influencers in the market. ...

Stanford Brown hires former Philo Capital CIO

ALEX BURKE  |  WEDNESDAY, 3 AUG 2016
... also currently a director at Third Link Investment Managers and Pluton Holdings. Prior to Philo, he was chair of Centric Wealth's asset allocation and portfolio construction committee, chief executive at Investing 101, a co-founder of Tribeca Learning ...

Aligned advisers return to UK

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
UK pension, investments and insurance giant Aviva has hired a fresh team of face-to-face advisers three years after scrapping its 120-strong team. The move marks the return of aligned advice - the new advisers will be restricted to recommending only ...

YBR wealth restructure sees multiple job cuts

KERRIE SYDEE  |  WEDNESDAY, 3 AUG 2016
... Financial, Brightday and Loan Avenue and a three year, $20 million brand investment in YBR. Following the resignation of wealth management chief executive Matt Lawler, the wealth division will be restructured and led by the newly created role of general ...

AZ NGA acquires $130m Brisbane practice

ALEX BURKE  |  TUESDAY, 2 AUG 2016
... client funds. Logiro Uncharted was established by Stephen Bell, Lyn Bell and Chris Shiels in 2007. It provides advice on wealth accumulation, retirement planning, insurance and strategic planning. As part of the acquisition, AZ NGA has implemented its ...

EQT appoints non-executive director

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
... Committee of the Melbourne Symphony Orchestra. Previously he was managing director of Accenture's Asia Pacific insurance and wealth business, with clients including AXA Group, AMP, Prudential Asia, Allianz China, Australian Super and QBE Group. Company ...