Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 5411 - 5420 of 9286 results for "wealth"

MGP subsidiary buys stake in QLD advice firm

ALEX BURKE  |  MONDAY, 18 JUL 2016
... Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder and director of GPS Wealth - which provides licensee services to the practice. The firm targets accumulators and retirees aged 35 to 50. Planner ...

MTAA Super bolsters investment team

DARREN SNYDER  |  MONDAY, 18 JUL 2016
... Scheme (EISS Super) where he was a portfolio manager. His experience also includes investment manager research with ANZ Wealth and IOOF, as well as property investment experience at Bridges Financial. O'Malley's key responsibilities will include researching ...

Former Sunsuper CIO joins advisory firm

MARK SMITH  |  MONDAY, 18 JUL 2016
Sydney-based advisory firm, MCG Wealth Management, has appointed a former chief investment officer of Sunsuper to head for its investment committee. Stepping into the role is Jack Gray, who was most recently co-head of asset allocation at GMO Boston. ...

HUB24 FUA exceeds 120% growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
HUB24 has reached $3.776 billion in funds under advice (FUA), an increase of 122% on 30 June 2015. The platform recorded record annual retail net inflows of $1.61bn in FY16, an increase of $813m or 102% on FY15. Quarterly net inflows were also up, $579m ...

Fordham sets sight on growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
... starting in NSW". "We are dedicated to helping business owners understand and manage their business, build and protect their wealth, and plan and structure their future in an integrated way", Donato said. Speaking about the appointments Donato said ...

Link Group appoints independent director

DARREN SNYDER  |  FRIDAY, 15 JUL 2016
... regulatory and accounting requirements. Link Group chair Michael Carapiet welcomed the appointment and said McDonald "brings a wealth of commercial, accounting, financial and ASX board experience and we look forward to her making a significant contri ...

NAB merger creates largest retail super fund

ALEX BURKE  |  THURSDAY, 14 JUL 2016
... simplification and consolidation of the super business. NAB has also said it will invest "at least" $300 million into NAB Wealth's super, platforms, advice and asset management business lines. Commenting on the merger, NAB Wealth chief executive Andrew ...

BlackRock, Aviva receive ratings nod

KERRIE SYDEE  |  THURSDAY, 14 JUL 2016
... to ensure a close connection between analyst research and the final portfolio." Iris Davila, a director of BlackRock's wealth advisory business, said: "The Zenith rating, coupled with the BT Wrap and Asgard eWrap exposure, will provide a good number ...

Mercer wins new super partnership

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
Wealth management firm Mercer recently won a superannuation partnership with one of Australia's largest mining services companies, adding about 4000 new members to the Mercer Super Trust. The partnership saw Orica transition about one-third of its workforce ...

Fees still an issue for alternatives: WTW

KERRIE SYDEE  |  WEDNESDAY, 13 JUL 2016
... research found that pension fund assets represent a third (34%) of the top 100 alternative managers' assets, followed by wealth managers (19%), insurance companies (10%), sovereign wealth funds (6%), banks (2%), funds of funds (2%) and endowments and ...