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Showing 5771 - 5780 of 9286 results for "wealth"

Equity Trustees appoints new CFO

DARREN SNYDER  |  FRIDAY, 9 OCT 2015
... retirement," Burns said. Equity Trustees provides a range of financial services to corporate and private clients including wealth and asset management, estate planning and administration, philanthropy, superannuation, aged care advice and placement.

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
... portfolio crash-testing company, RiXtrema, has announced signing an exclusivity agreement and memorandum of understanding with wealth management firm myonlineadvisers. The joint venture provides wealth advisers with online tools which will improve efficiency ...

Tax conversation in a bubble

DARREN SNYDER  |  THURSDAY, 8 OCT 2015
Tax accounting firm H&R Block has weighed in on the national tax debate, suggesting there is a danger the conversation is being held in a bubble between "pontificating politicians, policy nerds, lobby groups, academics and media types." H&R Block director ...

Don't flood managed accounts with excess investment options: advisers

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... issues of investment choice and what features they should offer means, however, that the sector has become part of the wealth management mainstream. An offshoot of this is that arguments about the formal technical definitions of each type of managed ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... Practice Managed Accounts Forum. Speaking on a panel chaired by managedaccounts.com.au chief executive David Heather, Paradigm Wealth Management managing director Patrick Nalty said managed accounts allowed his firm to become "proactive rather than reactive" ...

Findex hires head of risk from Macquarie

MARK SMITH  |  TUESDAY, 6 OCT 2015
... Findex announced a transition to completely commission-free insurance product across the group, commencing with the Centric Wealth and Financial Index Wealth Accountants. The first commission-free product was sourced through the BT Group and introduced ...

Statewide appoints new chief executive

DARREN SNYDER  |  TUESDAY, 6 OCT 2015
... smooth." Prior to Nunn's current role at NAB he was the bank's executive general manager of advice and marketing for NAB Wealth where he led all advice businesses, sales and distribution functions and the wealth marketing team. He also has extensive ...

Multi-asset funds see huge lift in inflows

MARK SMITH  |  FRIDAY, 2 OCT 2015
... asset classes can easily leverage existing products to offer MA funds. However there is not universal enthusiasm. Several wealth managers have told Cerulli that they are not recommending MA funds, with some advisers preferring to retain control of the ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
The Association of Financial Advisers and ANZ Wealth have announced the finalists for its 2015 Rising Star award. Peel Wealth Financial Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' ...

ING DIRECT super manager promoted

DARREN SNYDER  |  THURSDAY, 1 OCT 2015
... Tim Hewson has been appointed to a new role internally to become national partnership manager, residential lending and wealth. ING DIRECT has made the appointment on the back of a "growing convergence of the mortgage and advice industries." Head of third ...