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Showing 6201 - 6210 of 9288 results for "wealth"

RI Advice launches cashflow management tool

STAFF WRITER  |  WEDNESDAY, 22 OCT 2014
ANZ Wealth-owned RI Advice Group has launched a cashflow management solution that will allow its adviser network to help clients stay on top of their finances. The advice group has developed a customised version of Moneysoft's automated cashflow software. ...

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
... financial planner and pro bono advice advocate Neil Kendall. Board member and iPac chief executive Patrick Canion and Crystal Wealth financial planner Louise Lakomy are also stepping down. They will be replaced by Financial Spectrum general manager and ...

BMO creates intermediary sales director role

LAURA MILLAN  |  MONDAY, 20 OCT 2014
... decade of experience in the financial services sector, Michael brings an exceptional background of industry experience and a wealth of knowledge to the BMO family," Sriskandarajah said.

SelectingSuper fund award finalists announced

STAFF WRITER  |  MONDAY, 20 OCT 2014
... HOSTPLUS, Intrust Super,IOOF, legalsuper, LG Super (QLD), MultiPort, netwealth, NGS Super, OneAnswer Frontier, Perpetual Wealth Focus, Retirement Benefits Fund (Tas), REST, Russell SuperSolutions, Sunsuper, Super IQ, Super SA - Triple S Scheme, Telstra ...

Life Insurance and Advice Working Group chair appointed

MARK SMITH  |  FRIDAY, 17 OCT 2014
... representatives from the FSC and three from the AFA. The FSC's representatives will be FSC chief executive John Brogden, NAB Wealth group executive and MLC chief executive Andrew Hagger and Geoff Summerhayes, chief executive of Suncorp Life. AFA representatives ...

Countplus business acquires advice practices

LAURA MILLAN  |  FRIDAY, 17 OCT 2014
... advisers and based in Melbourne will also join the network. TFS has also acquired a 49% stake in Melbourne-based McQueen Wealth Management. McQueen has been licensed through TFS since 1999 and it specialises in investment advice, insurance, securities ...

EY appoints Oceania banking and capital markets leader

STAFF WRITER  |  WEDNESDAY, 15 OCT 2014
... securitisation, and regulatory and prudential reporting. EY's Oceania financial services managing partner, Andrew Price said, "Tim's wealth of knowledge and experience see him well placed to lead our Oceania banking and capital markets team. "Under his ...

Cyber risks for local wealth sector

ALEX DUNNIN  |  WEDNESDAY, 15 OCT 2014
... CyberPlus' website said cyber risks now don't just include explicit data theft but Privacy Act breaches. As more Australian wealth managers move transaction and member activity online protecting against these risks is expected to become a much higher ...

Climate induced GFC a 'very real' risk: Hewson

JAMES FERNYHOUGH  |  TUESDAY, 14 OCT 2014
... Westpac scored the highest, followed by NAB, with ANZ and Commonwealth Bank (CBA) in last place. CBA had by far the largest wealth management exposure to carbon risk, while ANZ had by far the largest balance sheet exposure. ACCR will move resolutions ...

Matrix shareholders approve ClearView acquisition

MARK SMITH  |  MONDAY, 13 OCT 2014
ClearView Wealth has received 100% approval from Matrix shareholders for its acquisition of the planning group. All conditions of the offer had been met or waived and the offer closes successfully today. ClearView managing director Simon Swanson said ...