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Showing 6051 - 6060 of 9286 results for "wealth"

Wealth managers need to be 'service-oriented'

ALEX BURKE  |  TUESDAY, 24 MAR 2015
Rapidly advancing technology and sweeping regulatory changes are forcing wealth managers to adapt their service offerings, according to joint research by Deloitte and Efma. The research paper, "Wealth management and Private Banking - Connecting with ...

Life cover shifting to younger, lower-income households

ALEX BURKE  |  TUESDAY, 24 MAR 2015
Appetite for life insurance is growing in younger, lower-income households and dropping in older, more affluent demographic groups. This is the conclusion of TAL's 2015 Australian Financial Protection Index, based on an online survey of 1,266 Australians ...

Islamic investment delivers strong return for Crescent Wealth

LAURA MILLAN  |  TUESDAY, 24 MAR 2015
... strong returns for the superannuation fund's 3,500 members. The Crescent International Equity fund, offered within Crescent Wealth's investment options, had returned 29.29% for the year to 28 February 2015 and 61.72% since inception on February 2013. ...

Smart beta, fixed income ETFs surge

MARK SMITH  |  TUESDAY, 24 MAR 2015
... income funds are the biggest trends occurring in the global exchange traded fund (ETF) market, according to Deutsche Asset & Wealth Management (DAWM) head of South Asia passive investments Sam Manchanda. The total number of ETFs globally has risen to ...

CommInsure recruits BT exec for head of annuities role

LAURA MILLAN  |  MONDAY, 23 MAR 2015
... superannuation and investments Greg Ballard said. Lytas joined BT in 2011. Prior to that, he spent five years in ING's Wealth Management business in several roles, including head of product development, where he led a team responsible for the development ...

AMP appoints BT head of corporate super

LAURA MILLAN  |  WEDNESDAY, 18 MAR 2015
... background with 15 years' success in senior leadership experience across superannuation, retail banking, life insurance and wealth management," Caprioli said. "Most of AMP's customers commence their relationship with AMP through corporate super," he ...

Koda Capital nabs more JBWere execs

LAURA MILLAN  |  TUESDAY, 17 MAR 2015
Newly-established private wealth management firm Koda Capital has appointed two partners from National Australia Bank-owned (NAB) JBWere. Koda Capital was established late last year by former MLC chief executive Steve Tucker and former JBWere chief ...

PIMCO brings distribution in-house

MARK SMITH  |  TUESDAY, 17 MAR 2015
... the responsible entity for PIMCO's funds. PIMCO said the move marks the start of a complete transformation of its global wealth management distribution strategy in Australia. As part of the transition, PIMCO is planning to expand the team and change ...

VicSuper launches next-gen admin platform with Bravura

ALEX BURKE  |  TUESDAY, 17 MAR 2015
VicSuper has released the Sonata wealth management platform in partnership with Bravura Solutions. Implemented over the course of 18 months, the new core administration platform is designed to streamline processing, reconciliation and reporting functionalities ...

Former EISS sales head joins AMP licensee

ALEX BURKE  |  MONDAY, 16 MAR 2015
... strategist and four paraplanners. FHFS specialises in retirement, financial, estate and investment planning, superannuation, wealth management, salary packaging and company insurance.