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Showing 571 - 580 of 1011 results for "Private wealth"

Perpetual chief executive resigns

ALEX BURKE  |  MONDAY, 20 NOV 2017
... was designed to "allow for a smooth leadership transition." Lloyd joined Perpetual in 2010 as group executive, private wealth. He took on the combined chief executive and managing director role two years later. Before Perpetual, Lloyd was general manager ...

Inconsistency, communication top adviser bugbears

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
... clients or risk getting caught out, warns an industry expert. This is a common pitfall and an important message MiQ Private Wealth partner Lisa Weissel is sharing at the upcoming Financial Planning Association of Australia's Professional Congress in ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... portal powered by live data feeds, advisers can grow their digital brand and increase their revenues," he said. The private wealth platform has more than 17,000 end users and partners with 400 advisers; it tracks more than $17.5 billion in assets and ...

Westpac Group results solid despite challenges

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... platforms, saw strong FUA growth on Panorama, continued insurance premium growth and a further strengthening of our Private Wealth business," Cooper said. "At the same time as we have dealt with a number of issues, we have also made significant investments ...

Former NAB risk committee chair joins Wingate

ALEX BURKE  |  MONDAY, 6 NOV 2017
... very successful formula, and he will be a real asset to the fund." Levin was profiled in the latest edition of FS Private Wealth. Read it here.

BTFG widens life insurance APL

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... clients have high quality cover that meets their needs has always been the priority," BTFG general manager advice and private wealth Jane Watts said. "We will be going through a rigorous selection process supported by independent input to make sure the ...

Fintech exposes SMSFs to global shares

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... head of financial markets at IRESS, and prior to that was a long-serving Macquarie Group executive, working across private wealth, mortgages, global investments and insurance finance for more than 18 years. Commenting on his new role, Rady said investors ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... to disrupt the advice industry, rather to complement it, says Pettit, who is also managing director of Advocate Private Wealth. This is an extract of a news story first published in the latest issue of Financial Standard. You can view the full article ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... Award Adriana Brink AFP(R) - Alman Partners Laura Buckley AFP(R) - Momentum Planning Travis Schindler - Hewison Private Wealth Future2 Community Service Award Mary-Louise Gnoato AFP(R) - Commonwealth Financial Planning Luke McCoy CFP(R) - Elevate Financial ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award at the Association of Financial Advisers' National ...