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Showing 5561 - 5570 of 9286 results for "wealth"

Nominations open for 2016 MAX Awards

MICHELLE BALTAZAR  |  THURSDAY, 24 MAR 2016
... becoming even more important as the industry hits the multi-trillion dollar mark. Rainmaker predicts that the size of the wealth management market will surpass $8 trillion by 2035. The format this year will be different to previous years with new categories ...

YBR acquires News Corp platform

ALEX BURKE  |  THURSDAY, 24 MAR 2016
... "Giving customers superior digital access and tools for investments and superannuation is an important tactic in building our wealth volumes. We have already seen great engagement through Guru...brightday is the next enhancement."

NAB partners with University of Melbourne

KERRIE SYDEE  |  THURSDAY, 24 MAR 2016
... Melbourne and Melbourne Business School to promote and support innovation collaboration that will further shape the future of wealth management. The partnership will facilitate the exchange of talent and ideas between NAB Labs and the university to support ...

NAB appoints ex-Genesys MD

ALEX BURKE  |  THURSDAY, 24 MAR 2016
... looking forward to continuing to grow the business and keep a strong focus on customers." NAB executive general manager wealth advice Greg Miller added: "We're focused on strengthening our business, committed to meeting customer's expectations and improving ...

Planners turning to annuities and outcome funds

MARK SMITH  |  WEDNESDAY, 23 MAR 2016
... investments such as cash and term deposits in favour of more sophisticated products," said Investment Trends head of research for wealth management Recep Peker. "Annuities, diversified funds and income funds will continue to be the winners as planners ...

Shaw and Partners appoints CBA, Macquarie vet

ALEX BURKE  |  WEDNESDAY, 23 MAR 2016
... "Geoff brings a skill set and corporate network that will complement the significant growth the company has achieved in its wealth management and institutional businesses during the past 12 months and we look forward to the continued success of our corporate ...

Emslie departs AIST board

DARREN SNYDER  |  FRIDAY, 18 MAR 2016
... directors," Garcia said. Other changes to the board include the appointment of trustee elected directors Catherine Bolger (Mine Wealth + Wellbeing) and Craig Peate (Local Government Super), and the appointment of staff elected director Mark Puli (ESS ...

Charities must go corporate or face extinction: Koda

MARK SMITH  |  FRIDAY, 18 MAR 2016
Australian charities must make corporate-minded changes or risk facing extinction, according to wealth manager Koda Capital. In a new white paper, 'Preparing for the Future - Do or Die for Non-Profit Boards', the company predicts many charities risk ...

Mercer calls for total retirement income perspective

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
... the age pension simultaneously. "Super should provide an income throughout your entire retirement, it is not intended for wealth accumulation and estate planning. We need to lock this into the overall objectives now to ensure an adequate and sustainable ...

KPMG appoints wealth management and compliance director

KERRIE SYDEE  |  THURSDAY, 17 MAR 2016
KPMG has appointed Cecilia Storniolo as director of wealth management compliance and conduct. Storniolo joins KPMG from BT Financial where she was a key account manager. Prior to this she worked as a senior policy manager with the Financial Services ...