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Showing 6101 - 6110 of 9286 results for "wealth"

ASIC ends Macquarie EU but sees gaps in advice files

LAURA MILLAN  |  FRIDAY, 13 FEB 2015
... the coming months does not show improvement by Macquarie's advice arm. Kell refused to reveal how many Macquarie Private Wealth (MPW) advisers are being investigated and said that ASIC is "in a critical phase on this investigation." He added that MPW ...

Macquarie Wrap adds international stocks, fixed income

LAURA MILLAN  |  FRIDAY, 13 FEB 2015
... of a series of recent enhancements we have made to the platform," Macquarie Banking and Financial Services Group head of wealth product Justin Delaney said. "The enhancements may help advisers to diversify their clients' portfolios, while being able ...

Focus on yield is distorting asset prices: PM Capital

LAURA MILLAN  |  FRIDAY, 13 FEB 2015
... compromising the risk/reward proposition and introducing unintended risk, "which as on occasions led to the gradual erosion of wealth over time or capital losses over shorter periods," Thompson said. He argued that diversifying off-shore "may also be ...

CBA wealth management FUA up 11%

MARK SMITH  |  WEDNESDAY, 11 FEB 2015
Commonwealth Bank's wealth management division contributed strongly to the bank's solid half-year result, increasing funds under administration by 11% and delivering outperformance from 85% of funds over three years. The bank reported a statutory net ...

Rainmaker expands its investment capability with key appointment

MARK SMITH  |  TUESDAY, 10 FEB 2015
Rainmaker Group, one of Australia's leading diversified financial services and wealth management industry information and publishing groups, has appointed former AMP and AXA head of advice John Dyall. As head of investment research for Rainmaker Information ...

NAB kick starts self-employed advice channel

LAURA MILLAN  |  TUESDAY, 10 FEB 2015
... expect that the number of advisers who choose this business model will increase significantly over the coming months," NAB Wealth group executive Andrew Hagger told Financial Standard. NAB has plans to introduce the offer to the external market in the ...

DeVere expands Australian operations

ALEX BURKE  |  TUESDAY, 10 FEB 2015
... launch in November 2014, deVere has now opened a Sydney office with Richard Johnsson and Stuart Holmes joining as senior wealth consultants. Prior to this, Johnsson and Holmes worked in deVere offices in Bangkok and Zurich respectively. "We're thrilled ...

DomaCom appoints state manager

MARK SMITH  |  THURSDAY, 5 FEB 2015
... more than 30 years' experience in financial services spanning superannuation, funds management, financial planning and wealth management. He is currently conduct review commissioner with the FPA and was for the past five years' strategic business development ...

MDS Financial Group to purchase Sequoia Wealth Group

ALEX BURKE  |  THURSDAY, 5 FEB 2015
... broker MDS Financial Group (MDS) has signed a non-binding term sheet to acquire specialist financial advice firm Sequoia Wealth Group (SWG), it announced today. This follows MDS's acquisition of SWG's minority shareholder, Sequoia Financial Group (SFG) ...

Centric Wealth appoints QLD operations manager

ALEX BURKE  |  THURSDAY, 5 FEB 2015
Celia Carroll has been appointed manager of Centric Wealth's Queensland group. Prior to Findex-owned Centric, which she joined in 2004, Carroll held positions at Horwath, Permanent Trustee, and Godfrey Pembroke. "[Celia's] depth of experience and local ...