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Showing 6191 - 6200 of 9288 results for "wealth"

Wilson HTM to split funds management, stockbroking arms

LAURA MILLAN  |  TUESDAY, 28 OCT 2014
... owned by staff," Wilson HTM said in response to a story in the Australian Financial Review. The group's head of private wealth management Brad Gale has been proposed as acting chief executive of the relevant entities of the Wilson HTM securities business. ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
... family trusts have over self-managed super funds for their high net worth clients, according to HLB Mann Judd Sydney head of wealth management Michael Hutton. Hutton said that despite recent changes to regulations affecting family trusts, they still ...

Franklin Templeton beefs up fixed income team

MARK SMITH  |  TUESDAY, 28 OCT 2014
... responsibility for credit research and analysis. Prior to joining Franklin Templeton, she was a research analyst at Deutsche Asset & Wealth Management where she was involved in credit research for local Australian and offshore portfolio managers. In ...

Manage super on the go with new Wealthtrac app

MARK SMITH  |  TUESDAY, 28 OCT 2014
Platform and wrap provider Wealthtrac has launched a new app for its wrap product that allows members to monitor their super on their mobile device. Wealthtrac chief executive Matt Johnson said the app recognised the shift occurring in the delivery ...

AMP doubles wealth management cashflow

JAMES FERNYHOUGH  |  FRIDAY, 24 OCT 2014
AMP's wealth management business has more than doubled its cashflow for the third quarter of 2014 compared to last year's corresponding quarter. AMP saw cashflows of $476 million for Q3 2014, compared to $206 million in Q3 2013. This brings total assets ...

Asia Pacific wealth growth outstrips world average

MARK SMITH  |  THURSDAY, 23 OCT 2014
The wealth and population of high net worth individuals grew faster in the Asia Pacific region in 2013 than anywhere else in the world, according to the Asia-Pacific Wealth Report 2014 (APWR), published by Capgemini and RBC Wealth Management. The region's ...

Folkestone beefs up distribution

MARK SMITH  |  THURSDAY, 23 OCT 2014
... Baker was a key account manager at Charter Hall and Macquarie Group. He also was a business development manager at Count Wealth. BDM Harry Horwitz-Rourke joins Folkestone from ANZ Bank where he was in the institutional property lending team. Prior to ...

Industry needs unified solution to insurance "failure": ASIC

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... surveillance." ASIC officials also updated the Senate Economics Committee on the enforceable undertaking on Macquarie Private Wealth, following allegations that advisers would have cheated in their continuous education program exams. "There was material ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... transitioning to the new minimum standards starts today and will be completed by December 31, 2017. Executive general manager of wealth management advice Marianne Perkovic said these standards were part of a move towards professionalising the advice ...

Former JBWere acting CEO joins Impact Investing

JAMES FERNYHOUGH  |  WEDNESDAY, 22 OCT 2014
... organisation that aims to grow impact investment opportunities such as social benefit bonds. Madhavan spent 12 years at wealth management firm JBWere, working in a range of roles including investment advisor, head of NSW, chief operating officer and ...