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Showing 5951 - 5960 of 9286 results for "wealth"

Less than a fifth of SMSFs under advice

ALEX BURKE  |  FRIDAY, 5 JUN 2015
... also made a "substantial shift" in their SMSF's asset allocation during that period. AMP Capital head of self-directed wealth and SMSF Tim Keegan argued this represents a major opportunity for financial advisers, noting how many SMSFs are currently entirely ...

SDI products drive retail FUM growth

ALEX DUNNIN  |  FRIDAY, 5 JUN 2015
... represent a massive source of potential legacy fee income. Rainmaker emphasised, however, that this scenario of retail wealth managers being under disruptive attack does not include reference to FOFA or the expected impacts of Robo Advice platforms - ...

Don't rage against the machine

MARK SMITH  |  THURSDAY, 4 JUN 2015
... senior manager of investment research at Perpetual Private, Callinan, challenged the notion that the new wave of automated wealth management will turn the financial planning industry on its head. "Consumers increasingly want to do things via their smart ...

IRESS acquires boutique firm

LAURA MILLAN  |  THURSDAY, 4 JUN 2015
IRESS will embed relevant content for financial advisers and their clients to its wealth management solutions after acquiring a personal finance content provider. Innergi is an Australian-based business that enables financial advice practices and superannuation ...

Buy-back boom driven by loose Fed policy

MARK SMITH  |  THURSDAY, 4 JUN 2015
... benefit has recently exceeded the amount spent on capex. "The global economy is witnessing a massive redistribution of wealth and income with borrowers, equity shareholders and short-term investors benefiting; and savers, bondholders and longer-term ...

ASIC looking to introduce civil laws to punish corporates

DARREN SNYDER  |  WEDNESDAY, 3 JUN 2015
Australian Securities and Investments Commission (ASIC) chairman Greg Medcraft has told a Senate Estimates hearing that the big six banks and regional counterparts have no excuse for poor corporate culture. During today's hearing Medcraft said ASIC ...

PROFILE: IOOF managing director Chris Kelaher

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
... momentum, some expertise and we were able to take advantage of those two things," he explains. The merger with Australian Wealth Management helped Select gain enough scale to undertake the public listing. But to Kelaher, that was just the beginning. ...

Top bankers get together for pro bono venture

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
... Peter Cooper, the Liberman family, Tracey Ryan and the Werdiger family. For more family office, philanthropy and private wealth stories checkA FS Private Wealth

Super reforms to hurt retirees

ALEX BURKE  |  TUESDAY, 2 JUN 2015
... of this, some commentators have raised concerns that retirees approaching pension eligibility will funnel most of their wealth into their home - which the Government said will "never" be a part of the assets test - and live off pension income. But Dartnall ...

Henderson acquires IOOF's Perennial

LAURA MILLAN  |  TUESDAY, 2 JUN 2015
... transactions create an opportunity to forge a strong relationship between Henderson and IOOF, one of Australia's leading wealth management and advice platforms," Henderson said in a statement. "For us to become part of a truly global fixed income team ...