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Showing 5431 - 5440 of 9286 results for "wealth"

Infocus launches free robo-advice solution

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
Infocus Wealth Management (Infocus) has entered the robo-advice market, launching direct-to-consumer financial advice tool, earnie.com.au. The launch of earnie.com.au allows Infocus to access the growing direct to consumer advice market, and is intended ...

CBA's wealth head moves to new EGM role

ALEX BURKE  |  WEDNESDAY, 6 JUL 2016
... talented and experienced internal candidate to this key leadership role." At the same time, CBA's general manager strategy, wealth management advice Adrian Coppini has announced his resignation and returned to the US to pursue new opportunities. Prior ...

Stockspot cuts robo-advice fees

KERRIE SYDEE  |  WEDNESDAY, 6 JUL 2016
... Stockpot's clients are first time investors with an average portfolio of under $50,000. "Stockspot allows them to grow their wealth steadily over time with access to a globally diversified portfolio of thousands of shares and bonds. We believe everyone ...

Defined benefit deficit at $182bn

ALEX DUNNIN  |  WEDNESDAY, 6 JUL 2016
... to cover 69% of their estimated liabilities. For example, while the Future Fund is often lauded as Australia's sovereign wealth fund, in reality it has a much more restrictive role as its sole purpose is helping to provision for the $160 billion in DB ...

BDO appoints super partner

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
Corporate advisory firm BDO has hired an industry specialist for a newly created role recognising the importance wealth and retirement planning will play in its business. Joining BDO as a partner this week is superannuation specialist Mark Wilkinson. ...

EQT appoints new managing director

DARREN SNYDER  |  MONDAY, 4 JUL 2016
... the lead role. It is an internal appointment for Equity Trustees as O'Brien was previously made executive director of the wealth management group in April. He joined Equity Trustees' board as a non-executive director in July 2014. Equity Trustees chairman ...

Adviser commitment to tech relationships falling

KERRIE SYDEE  |  FRIDAY, 1 JUL 2016
... looking for a new software solution in 2016, a four percentage point increase from 2015. Recep Peker, head of research for wealth management at Investment Trends said it was important for providers to demonstrate they are meeting both planners' and clients' ...

PROFILE: Industry Super Australia chief economist Stephen Anthony

DARREN SNYDER  |  FRIDAY, 1 JUL 2016
... term. "What we're doing is helping to build a stronger economy which will generate higher [member] returns and build their wealth," Anthony says. At ISA it's his job to link industry super's role in the wider economy, thinking about its drivers for outperformance ...

HFA CFO departs after a month

ALEX BURKE  |  THURSDAY, 30 JUN 2016
... was head of custody and fund services at J.P. Morgan and holds board positions at Millinium Capital Managers, Ignition Wealth, Suncorp Portfolio Services and Autism Spectrum Australia. He was also chief operating officer at BlackRock Australia and AMP ...

JBWere and Praemium sign $1M deal

KERRIE SYDEE  |  THURSDAY, 30 JUN 2016
... potential annual value of approximately $1 million, will see the gradual roll out of the Praemium solution for all JBWere wealth management client portfolios. The partnership comes as JBWere positions itself for future growth, stepping away from its ...