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Showing 5671 - 5680 of 9286 results for "wealth"

Zurich appoints global life chief

ALEX BURKE  |  WEDNESDAY, 16 DEC 2015
... "Gary steps up to his new role having made a significant contribution across our UK business. He is a great leader with a wealth of industry experience which makes him perfectly suited for the role. The appointment demonstrates the strength of our internal ...

GBST appoints new MD as chair retires

ALEX BURKE  |  WEDNESDAY, 16 DEC 2015
... Lake's departure from the position in September, Robert De Dominicis will take up the lead role, having headed the company's wealth management business since 2007. Prior to that, he was the co-founder of wealth management software provider InfoComp (which ...

FPA charity names new chair

MARK SMITH  |  WEDNESDAY, 16 DEC 2015
... this month after two three-year terms as chair. Three new board members have also been appointed. They are MiQ Private Wealth director and practice principal Matthew Brown; ipac South Australia general manager and chair of the FPA's SA chapter Petra ...

PwC appoints SMSF specialist

DARREN SNYDER  |  WEDNESDAY, 16 DEC 2015
... offering to PwC's Private Clients' core service offering, which includes tax and business services, family advisory and wealth services." Westover joins PwC from Chartered Accountants Australia and New Zealand (CA ANZ), where she spent six years as head ...

Paying women more super not the answer

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... Jennifer Porter said people are still not embracing super at lower levels of income because they don't trust the system. Wealth Enhancers chief experience officer Sarah Riegelhuth said she found it ridiculous that every single person in Australia will ...

Aussies don't want gift of super this Christmas

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... about 30% of Australians would rather pay off debt than top up their superannuation balances according to the latest MLC Wealth Sentiment Survey. Interviewing more than 2000 people in its quarterly survey, MLC found investor's main focus over the next ...

AZ NGA acquires seventh practice

ALEX BURKE  |  TUESDAY, 15 DEC 2015
... Toowoomba was established in 1992 and has $260 million in funds under advice. As with AZ NGA's previous acquisition of Harvest Wealth, the group will acquire 51% of RI Toowoomba's capital with a 49% share swap of the practice's equity for AZ NGA shares ...

ASIC bans NAB-aligned adviser

DARREN SNYDER  |  TUESDAY, 15 DEC 2015
... under the Meritum licence for 10 months between August 2013 and June 2014 before termination. NAB executive general manager wealth advice Greg Miller said doing the right thing by customers must be the priority for advisers but this wasn't the case for ...

Crestone announces major partnerships

ALEX BURKE  |  FRIDAY, 11 DEC 2015
Crestone, the firm which spun out of UBS Wealth Management, has announced strategic partnerships with a number of major financial institutions. Crestone was formed in 2015 following UBS's announcement that it was exiting domestic wealth management in ...

Perpetual acquires private wealth firm

LAURA MILLAN  |  FRIDAY, 11 DEC 2015
Perpetual has acquired a wealth management firm specialised in serving professionals in the medical field. The acquisition involves Fintuition and all of its related brands, including The Private Practice and Skinner Macarounas. It follows a strategic ...