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Showing 5851 - 5860 of 9286 results for "wealth"

Westpac insurance adviser gets permanent ban

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
... Securities and Investments Commission (ASIC) investigation. ASIC has banned a total of five advisers since it started its Wealth Management Project in October 2014.

New Calastone service automates distribution processing

MARK SMITH  |  WEDNESDAY, 12 AUG 2015
... benefits in redirecting these resources into higher-value work." The service has already been adopted by investment platform, wealth management and research provider, netwealth. The company's custody manager, Paul Hagger, said the firm is already benefiting ...

CBA profit tops $9 billion

DARREN SNYDER  |  WEDNESDAY, 12 AUG 2015
Commonwealth Bank recorded a $9.1 billion cash profit in the last financial year with its wealth management arm the only division to see a profit drop. The bank's total cash profit was a 5.3% increase on the previous year yet its wealth management profits ...

GBST wealth management performance drives 52% profit boost

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
Wealth management and capital markets software provider GBST has posted its full-year results for FY2015, showing a 52% boost in net profit to $15.3 million. Revenue in subsidiary GBST Wealth Management, which provides the Composer funds administration ...

Findex appoints former ANZ exec

ALEX BURKE  |  WEDNESDAY, 12 AUG 2015
... total alignment with the Findex philosophy." Findex has $17 billion in funds under advice and recently acquired private wealth firm Martin Goodrich & Associates. It also announced that life insurance policies recommended through its Centric Wealth and ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
Four senior executives and financial planners from Macquarie Private Wealth (MPW) have left the group to start their own non-aligned boutique advice firm. Jeffrey Wrightson, Stephen Thaxter, Chris Forrest and Nina Kazmierczak have set up Sovereign Wealth ...

Centrepoint in talks to build ex-insto advice network

ALEX BURKE  |  TUESDAY, 11 AUG 2015
... the beginning." Centrepoint in particular intends to build its advice network across three different channels - Alliance Wealth and PIC for authorised representatives, Alliance Wealth & Protection for salaried advisers and Associated Advisory Practices ...

Bendigo wealth earnings fall 20pct despite acquisition

LAURA MILLAN  |  MONDAY, 10 AUG 2015
Bendigo and Adelaide Bank cash earnings for its wealth management division are down 20.5%, despite the acquisition of a stake in a superannuation fund. Australia's fifth largest bank reported its results for the year to 30 June 2015 and confirmed that ...

Equity Trustees hires account manager

DARREN SNYDER  |  MONDAY, 10 AUG 2015
... demonstrated success in developing and executing distribution strategy across retail/wholesale, high net worth, private wealth and multi-manager markets," Weaving said. Akele joins Equity Trustees from Certitude Global Investments where he managed territories ...

Fitzpatricks growth burst all part of the plan

ALEX BURKE  |  FRIDAY, 7 AUG 2015
Recent high-profile adviser recruitments at Fitzpatricks Private Wealth are part of a "steady growth rate at a bigger scale," according to chief executive John Woodley. The past month has seen IOOF-aligned Main Street Financial Solutions and former ...