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Showing 6121 - 6130 of 9286 results for "wealth"

Advisers closely watching mFund

LAURA MILLAN  |  WEDNESDAY, 21 JAN 2015
... use it. "We are still watching it, I think it is not at a point where it has reached its critical mass," Visis Private Wealth adviser Stephen Godfrey said. He explained that the main reason he does not use mFund is because "there is not a big enough ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... clients which helps increase their own practice's remuneration. The attractiveness of managed accounts is why most major wealth management groups now provide access to these new platforms for their aligned advisers nothwithstanding the managed account ...

Praemium platform passes $3bn milestone

STAFF WRITER  |  TUESDAY, 20 JAN 2015
... 31 December 2014. "Looking forward, we expect to see a continued increase in the uptake of managed account solutions by wealth managers as they strive to drive business efficiencies and provide superior investment experiences for their clients," Ohanessian ...

MyState appoints head of broker services

MARK SMITH  |  TUESDAY, 20 JAN 2015
Banking and wealth management group MyState has appointed a former St George Bank mortgage broking state manager as head of broker services. Sandi Sims will be responsible for leading the mortgage broker sales and service strategy of MyState Bank and ...

Andrew Hewison takes over Hewison Private Wealth

LAURA MILLAN  |  TUESDAY, 20 JAN 2015
Andrew Hewison has taken over the role of managing director at Hewison Private Wealth, while current managing director and founder John Hewison will become the firm's chairman. As chairman, John Hewison will oversee strategic matters for the business ...

AMP recruits NAB executive to head product, strategy

LAURA MILLAN  |  MONDAY, 19 JAN 2015
... role of director of product, strategy and services, following an extensive search. NAB former general manager of retail wealth platforms Dean Thomas joins AMP today. The role was last held by Melinda Howes, who joined AMP in August 2013 and left in June ...

Equip appoints new member director

ALEX BURKE  |  FRIDAY, 16 JAN 2015
... member director Trevor Birkbeck's retirement last year. Simon previously served as partner and executive director, private wealth management at Goldman Sachs/JB Were. "We are extremely pleased to have attracted someone of Jane's calibre and expertise ...

APX to be integrated into IRESS platforms

ALEX BURKE  |  FRIDAY, 16 JAN 2015
... Stock Exchange (APX) and IRESS have announced that the APX market will be fully integrated into IRESS institutional and wealth management platforms. This will give Australian IRESS clients access to APX market activity and order management in the same ...

One third of first home buyers are investors

ALEX DUNNIN  |  THURSDAY, 15 JAN 2015
... in 1994, investment property ownership is very widespread throughout the Australian community as a fundamental plank of wealth creation. As a result, radically adjusting negative gearing without adequate warning is likely to have severe microeconomic ...

Australian Unity acquires Premium Wealth

ALEX BURKE  |  WEDNESDAY, 14 JAN 2015
Australian Unity Personal Financial Services (Australian Unity) has acquired nearly 97% of Premium Wealth Management. Premium Wealth shareholders almost unanimously accepted the acquisition offer, with the transaction being completed on 22 December. ...