Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 6291 - 6300 of 9288 results for "wealth"

Planners unite to create innovation platform

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... online hub to provide solutions to advice businesses. The businesses behind the newly-created AdviceInnovation are Astute Wealth, The Social Adviser, Complete Client Connection, Now Sorted!, 64 Media and PressDev. "There are a lot of great ideas out ...

Global Wealth Partners to launch fund on ASX

MARK SMITH  |  MONDAY, 11 AUG 2014
Moelis Australia Asset Management (MAAM) has launched an initial public offering of ordinary shares in Global Wealth Partners Fund (GWP) as a first step toward listing the fund on the Australian Securities Exchange (ASX) on 26 September 2014. Sunrise ...

ASIC lowers wholesale investor threshold to $2.5 million

LAURA MILLAN  |  MONDAY, 11 AUG 2014
... recommended it. During the Senate inquiry, University of New South Wales law professor Dimity Kingsford Smith warned that "using wealth as a proxy of financial literacy is suitable in some cases but not in others." As an example, he mentioned that "individuals ...

Australian Ethical launches country's first ethical bond fund

MARK SMITH  |  MONDAY, 11 AUG 2014
... corporate bonds that meet ethical screen, 18% in State Government bonds from Victoria, SA, NT and ACT and 5% in sovereign wealth bonds that meet ethical screen. The trust excludes bonds from NSW, QLD, WA and Tasmania because these States own or operate ...

Consumer awareness of vertical integration plummets

LAURA MILLAN  |  TUESDAY, 5 AUG 2014
... advisers does state that the group is "part" of CBA. Consumer unawareness is even greater for clients of CBA-owned Count Wealth, with 42% considering it an independent firm, compared to 33% last year. On the other side, consumers increasingly see advisers ...

SFGA shareholders approve IOOF acquisition proposal

ALICE URIBE  |  MONDAY, 4 AUG 2014
... transaction will create the third largest advice business in Australia by funds under advice and one of the largest listed wealth management providers." SFGA shareholders have until 5pm on Thursday 14 August to lodge a valid election form in relation ...

Claims against advice arm have no factual basis: Macquarie

LAURA MILLAN  |  MONDAY, 4 AUG 2014
... statement. Macquarie has so far rebuked all concerns about compliance failings and bad advice within Macquarie Private Wealth. However, the Senate Economics Committee final report of ASIC inquiry flagged "systemic failings of compliance" within Macquarie ...

NAB CEO rejigs executive team

LAURA MILLAN  |  FRIDAY, 1 AUG 2014
... Angela Mentis to the role of group executive of business banking. Mentis has 27 years' experience in investment banking and wealth management and was executive general manager of NAB private wealth for more than five years. She will be replacing Joseph ...

AFA Excellence in Education state winners announced

HARRY PAGE  |  FRIDAY, 1 AUG 2014
... National Roadshow. The 2014 finalists for are Charles Badenach from Main Street Financial Solutions, Shaun Hunt from Hunt Wealth, Geoff Ivanac from Everblue Consulting, Vijay Ghelani from Hanmoore Financial, Jonathan Woo from SWU Financial Planning and ...

FEATURE: Guiding the way to aged care

LAURA MILLAN  |  FRIDAY, 1 AUG 2014
... their and their families' aged care needs, Laura Millan writes. Aged care is arguably the most complex area in Australia's wealth management sector. Specialist aged care advisers need to be familiar with extremely technical regulation and, at the same ...