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Showing 5781 - 5790 of 9286 results for "wealth"

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
ASIC has banned a former Genesys financial adviser. Lukas Zelka was an authorised representative of AMP-owned Genesys Wealth Advisers from 2009 to 2011; after working at Jigsaw Support services for a year, he moved to another AMP licensee, Charter Financial ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
Almost all major retail wealth groups now offer managed accounts but that doesn't mean they are using the same strategy to get involved with the emerging sector. Rainmaker has just completed its second annual Managed Accounts report containing a detailed ...

OneVue launches new advice platform

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... McKeage said working with News Corp had inspired the company to reconsider how younger investors are approaching their wealth. She added that much of the language regularly employed by traditional wealth management platforms was needlessly abstract and ...

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER  |  TUESDAY, 29 SEP 2015
... SMAs to access a wide selection of assets, while taking the complexity out of managing an investment portfolio," Macquarie Wealth Management head of wealth product Cameron Garrett said. "Since launching SMAs on Macquarie Wrap, we've added a broader range ...

BlackRock adds to distribution team

STAFF WRITER  |  TUESDAY, 29 SEP 2015
... Aberdeen Asset Management. Kate McDermott has joined the fund manager as director and head of southern region sales within its Wealth Advisory group. Based in Melbourne, she will report to head of Wealth Advisory James Langlands. The Wealth Advisory ...

Prime Super launches new brand

STAFF WRITER  |  TUESDAY, 29 SEP 2015
... retirement savings so that they can set their sights on a successful life after work." In offering members uncomplicated wealth solutions, Prime Super aims to empower its members to grow, manage and protect their retirement income. "In a highly regulated ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... FPA members to study retirement planning. The scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip Hall, BW Financial Advice's Mitchell Gallina, Aeran's Jane Campbell and Life Strategies Financial Services' ...

Super fees almost halved in five years

MARK SMITH  |  MONDAY, 28 SEP 2015
... estimates that at this rate, market-wide TERs could fall below 1% within a decade, making Australia one of the lowest cost wealth management markets in the world. Despite the drop in fees, 50% growth in funds under management in the same period means ...

Equipsuper invests in fintech, robo-advice firm

LAURA MILLAN  |  MONDAY, 28 SEP 2015
... seek it through more traditional advice channels," she added. "We are confident it will appeal to younger people in the wealth-building phase, enabling them to personalise their investment portfolios to achieve their long-term goals. This demographic ...

CBA launches online SMSF portfolio

ALEX BURKE  |  MONDAY, 28 SEP 2015
... consolidated view of SMSF assets and liabilities. The new SMSF Portfolio feature is part of CBA's MyWealth mass market wealth management platform, launched in 2013 to "help Australians create and manage their financial futures." Aside from its complete ...