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Showing 5761 - 5770 of 9286 results for "wealth"

Findex firm sets up family office division

LAURA MILLAN  |  MONDAY, 19 OCT 2015
... of financial services. "Clients are seeking more and more specialised services under one roof in addition to traditional wealth advisory and stock recommendations," Caire said. "The family office concept is a one-stop financial services model, usually ...

SSFS rebrands, launches digital advice

ALEX BURKE  |  FRIDAY, 16 OCT 2015
State Super Financial Services has rebranded and unveiled its new digital advice channel. Now known as StatePlus, the wealth management company is focusing on developing its digital strategy, building out facilities for digital advice delivery (including ...

NAB enters into MOU with Nippon Life

ALEX BURKE  |  THURSDAY, 15 OCT 2015
... transaction is uncertain and subject to regulatory approvals." "We have been exploring a potential partnership with the NAB Wealth insurance manufacturing business through the formation of a strategic partnership with major global insurance company Nippon ...

Nikko AM grows distribution team

LAURA MILLAN  |  THURSDAY, 15 OCT 2015
... commitment to better understand and to comprehensively service the needs of independent financial advisers and the private wealth market," Nikko AM managing director Sam Hallinan said. The new appointments follow recent recruits Eddy Schipper, Rob Bluzmanis ...

Frontier Advisors appoints former Mercer principal

DARREN SNYDER  |  THURSDAY, 15 OCT 2015
... spent 19 years at Mercer. His roles included global product management in the areas of investment data and analytics and in wealth management, along with a stint in London as the head of investment information services for Europe. Prior to joining Mercer ...

New super Shadow Minister as PM acknowledges Labor's plans

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
... welcomed Chalmers' appointment and saidA "as former Labor Treasurer and Wayne Swan's chief of staff, Chalmers brings a wealth of experience in financial services to the portfolio." Association of Superannuation Funds of Australia (ASFA) chief executive ...

UBS releases mFund basket

ALEX BURKE  |  TUESDAY, 13 OCT 2015
... the ASX which includes equities, LICs and ETFs," said ASX head of customer and business development Ian Irvine. Macquarie Wealth Management head of wealth product Cameron Garrett added, "Investors and financial advisers will now have the ability to transact ...

Shaw and Partners appoints foundation members

LAURA MILLAN  |  TUESDAY, 13 OCT 2015
Shaw and Partners has set up a committee for its charitable foundation and appointed 12 private wealth advisers and executives to the new division. The advice firm established the foundation in June this year and will aim at encouraging staff and clients ...

SelectingSuper fund award nominees announced

MARK SMITH  |  MONDAY, 12 OCT 2015
... which are boutique and mid-size organisations. These superannuation providers include: AMG, AMP, AMP SMSF Solutions, ANZ Wealth, Asgard, Australian Super, Austsafe, AvSuper, BUSS(Q), Catholic Super, CareSuper, Catholic Super, Cavendish Superannuation ...

ISA calls out banks over fee structures

DARREN SNYDER  |  MONDAY, 12 OCT 2015
... industry drew an estimated $30 billion in fees during the 2014/15 financial year, with 91% of that revenue paid to commercial wealth management businesses, and 33% to the four big banks. Only 9% is paid to not-for-profit trustees for administration and ...