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Showing 41 - 50 of 50 results for "EY Wealth"

Shaw and Partners appoints three senior advisers

ALEX BURKE  |  TUESDAY, 23 FEB 2016
Shaw and Partners has appointed three new senior advisers, including another two Macquarie veterans. Alasdair Burns and Greg Sadler have joined Shaw and Partners from Macquarie Private Wealth and Macquarie Equities respectively; both had been working ...

Managed accounts usage to grow 38%

LAURA MILLAN  |  FRIDAY, 30 OCT 2015
The number of independent financial advice practices using managed accounts is set to grow by over 38% over the quarter, Managed Accounts Holdings (MGP) said. The managed accounts provider said that an additional 10 boutique licensees are in the process ...

BT reveals winners of national awards

STAFF WRITER  |  WEDNESDAY, 19 AUG 2015
BT Financial Group handed the awards to best adviser, best practice of the year and rising star at a ceremony at Parliament House in Canberra. McPhail HLG Financial Planning director and adviser Anne Graham was awarded Adviser of the Year, while the ...

Next stop: US payrolls

BENJAMIN ONG  |  FRIDAY, 8 MAY 2015
To paraphrase Karen (Carpenter), "there's a kind of hush all over the world overnight". The violent upheaval in the bond and equity markets you, I and Irene witnessed over the past few days appeared to have eased. Perhaps, this is because the selling ...

Advisers add 3% returns for clients: Vanguard

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
Australian financial advisers can add about 3% in net returns for their clients by focusing on key wealth management topics such as asset allocation, behavioural coaching and cost-effective implementation. Vanguard's research uses data to examine six ...

Morgan Stanley bumps up Chambers to Wealth CEO

HARRY PAGE  |  FRIDAY, 7 FEB 2014
Morgan Stanley Wealth Management Australia has appointed current head of Institutional Equity and Wealth Management to the role of chief executive, upon the departure Brendan Goffinet. Goffinet is set to return to the US but will work with Chambers ...

Workers should track down super when changing jobs

LAURA MILLAN  |  MONDAY, 15 JUL 2013
Workers who have changed jobs during the last financial year should keep track of their superannuation savings or they could end up with two funds. HLB Mann Judd Sydney wealth management partner Jonathan Philpot reminded that "unless action has been ...

NAB profits slump but wealth division prospers

MARK SMITH  |  WEDNESDAY, 31 OCT 2012
National Australia Bank has reported a 22% plunge in annual profit, but saw growth in its wealth creation business. Net profit at the fourth largest Australian bank fell to $4.1 billion in the year to 30 September, down $1.1 billion on the same period ...

AMP fin svcs results reflect overall growth...

ELISE BURGESS  |  THURSDAY, 18 AUG 2011
Despite what continues to be a volatile market, AMP half yearly results reflect good growth in adviser numbers, banking, risk insurance and sales of key wealth management products such as Flexible Super and North. Announced this morning, AMP has posted ...

Super, homes and savings a happy combo

RUTH LIEW  |  TUESDAY, 3 AUG 2010
Superannuation, bank savings and the family home are some of the key wealth factors linked to greater happiness among Australians, new research shows. The latest AMP.Natsem report notes that spending money wisely can boost happiness and particular types ...
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