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Showing 5451 - 5460 of 9286 results for "wealth"

Synchron appointment looks to the future

KERRIE SYDEE  |  MONDAY, 20 JUN 2016
... non-aligned dealer group for future success. Michael Jones will commence the role in late June, joining Synchron from UBS Wealth Management where he was director of transactions and advisory compliance. Prior to this he was a compliance officer at IFM ...

SMSFA hires technical head from MLC

MARK SMITH  |  FRIDAY, 17 JUN 2016
... use my experience and skills to the benefit of our members and the wider SMSF sector." MLC executive general manager of wealth advice Greg Miller thanked Hogan for his contribution to the firm over the last six years. "During this time, significant advancements ...

Societe Generale appoints director from Goldman Sachs

ALEX BURKE  |  THURSDAY, 16 JUN 2016
... Sydney, Adam Weale joins SocGen from Goldman Sachs, where he was executive director of the pension, insurance and sovereign wealth group and managed sales of funds management and derivatives services to institutional clients. Prior to Goldman Sachs ...

Crestone open for business after UBS deal completes

MARK SMITH  |  THURSDAY, 16 JUN 2016

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
... be faced with a number of challenges as they search for solutions that capitalise and effectively utilise the "dormant wealth" locked up in family homes. "For many years it has been very obvious that a great number of Australians approaching or currently ...

Suncorp banking and wealth CEO to step down

KERRIE SYDEE  |  WEDNESDAY, 15 JUN 2016
Suncorp has announced the retirement of banking and wealth chief executive, John Nesbitt, who will depart the group during the second half of 2016. Nesbitt has been with Suncorp for over six years, having joined the bank in 2010 as chief financial officer. ...

Gardior appoints ANZ vet as new director

ALEX BURKE  |  TUESDAY, 14 JUN 2016
... are continually evaluating new infrastructure investment opportunities, both here in Australia and overseas. "Ian has a wealth of experience and an exceptional track record in the delivery of major projects and investment opportunities across the globe ...

MLC appoints retail insurance sales GM from BT Life

ALEX BURKE  |  TUESDAY, 14 JUN 2016
... joins MLC from BT Life, where he led the group's specialist insurance sales team, having been acting head of sales - retail wealth products at MLC before that. He has held other roles at MLC, including national manager - insurance and national distribution ...

Unintended consequences unearthed in super changes

MARK SMITH  |  FRIDAY, 10 JUN 2016
Missing detail in the government's superannuation changes laid down in the budget is leaving wealth managers in the dark as to how to advise their clients, a group of leading industry technical services professionals has warned. Around 50 professionals ...

Former ANZ planner slapped with ban

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
... to fulfil all of their obligations to their clients. Failure to do so is unacceptable." The ban was the result of ASIC's Wealth Management Project, which was established in 2014 and aims to lift the standards of major financial advice providers. The ...