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Showing 5901 - 5910 of 9286 results for "wealth"

FSC revamps board, policy team

LAURA MILLAN  |  FRIDAY, 3 JUL 2015
... Limited; Lochiel Crafter a^\'` Head of Asia Pacific, State Street Global Advisors; Andrew Hagger - group executive, NAB Wealth and CEO MLC Limited; Brett Jollie - MD, Aberdeen Asset Management Australia Limited; Damien Mu a^\'CEO of AIA Australia Limited ...

Executive appointment round-up

STAFF WRITER  |  FRIDAY, 3 JUL 2015
... custody - Paul Khoury has been appointed a director for State Street's custody division in Australia and New Zealand. NAB Wealth appoints Apogee GM - Brendan Johnson has been appointed general manager of Apogee Financial Planning. BNP appoints Australia ...

Challenger appoints technical services head

ALEX BURKE  |  FRIDAY, 3 JUL 2015
... Andrew Lowe was previously a principal consultant at Suncorp-owned Asteron Life and has also held technical positions at ANZ Wealth and ING. At Challenger, he will report to general manager, advice services John Carnevale. Carnevale said that Lowe will ...

Why SMSFs are attractive to Gen X and Gen Y

DARREN SNYDER  |  FRIDAY, 3 JUL 2015
... executive, Michael Rice, said banks have never targeted their own customers for superannuation and have always sold via their wealth management subsidiaries which have used IFAs. "There has been a disconnect between fund and member. Disruption will come ...

AMP practices embrace PractiFI platform

ALEX BURKE  |  THURSDAY, 2 JUL 2015
... its suite of services. Speaking about OmniLife, PractiFI chief executive Glenn Elliott said that "PractiFI is the only wealth platform that integrates best-of-breed industry tools as branded partners, not just 'white labelled.' We've put OmniLife right ...

Standard Life adds to multi asset team

STAFF WRITER  |  THURSDAY, 2 JUL 2015
... to executive director of multi asset and macro investment Guy Stern. "Gerry is a highly skilled strategic analyst with a wealth of experience in equities and equity derivatives," Stern said. "Our Absolute Return and Multi Asset mandates draw on a range ...

Super funds battle with customer interfaces

DARREN SNYDER  |  THURSDAY, 2 JUL 2015
... visibility, data and analytics and an awesome user experience lends us an even greater advantage," Stevenson said. ANZ Global Wealth has also developed a paperless rollover tool. Head of direct superannuation and investments, Patrick Clarke, said as ...

IOOF advice firm jumps ship to Fitzpatricks

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... advice firm licensed under IOOF-owned Lonsdale has changed dealer groups and moved to non-aligned Fitzpatricks Private Wealth. Hobart-based Main Street Financial Solutions is licensed under Fitzpatricks starting July 1, 2015, principal Charles Badenach ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... service offering. He added that Findex was a "like-minded organisation that offers complementary skills with a focus on wealth accounting and family office advisory - a practice initiative that we introduced at the inception of our practice over 25 years ...

A sobering lesson from a social move gone wrong

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... "You apologise, you remove the tweet and you carry on. You never get defensive." His remarks were prompted by Retirement Wealth Advisers principal James Howarth, who called Assistant Treasurer Josh Frydenberg a "central planning Jew" and a "tinkering ...