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Showing 6301 - 6310 of 9288 results for "wealth"

Fitzpatricks hires former CFSGAM head of marketing

JAMES FERNYHOUGH  |  WEDNESDAY, 30 JUL 2014
... Investment remains critical to the wellbeing of Australian families and that Fitzpatricks continues to be at the forefront of wealth advice and investment strategies into the future." "Brett's operational and finance skills obtained overseas and in Australia ...

Premium hires former IOOF exec for compliance role

ALICE URIBE  |  WEDNESDAY, 30 JUL 2014
Premium Wealth Management has hired former IOOF audit manager to head up its compliance division. Johan Cruz managed the audit for a number of businesses, including the Lonsdale dealer group while at IOOF.A He also spent two years at Count Financial ...

In the throes of change

MICHELLE BALTAZAR  |  TUESDAY, 29 JUL 2014
... annual FSC conference is unique in the industry in that it is the only gathering where the broadest cross-section of the wealth management and retirement market will be represented, including fund managers, super funds, life insurers, financial advisers ...

Australian Unity in talks to buy Premium Wealth Management

ALICE URIBE  |  FRIDAY, 25 JUL 2014
... Unity Personal Financial Services (Australian Unity) retains its focus on acquisitions, entering discussions with Premium Wealth Management to acquire all of the dealer group's shares. The board of Premium Wealth Management has recommended to shareholders ...

Advisers eye opportunity in identity theft protection

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
... clients in this area, with 51% of advisers under age 45 believing they should help their clients mitigate risks. Nationwide Wealth Advisers managing director Yianni Tsimopoulos thinks that advisers should help "full service clients" getting protection ...

Macquarie tight-lipped on EU details

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
Macquarie Group said that the Macquarie Private Wealth enforceable undertaking (EU) with the Australian Securities and Investments Commission (ASIC) is "on track," but refused to give more details about the process. An investor presentation made public ...

OneVue lists on ASX

MARK SMITH  |  FRIDAY, 25 JUL 2014
... preparing for its initial public offering since Perpetual and Thorney came on board as major shareholders in November. The wealth managers invested $6.75 million in the financial services administration platform business in exchange for a combined stake ...

Former Macquarie exec resurfaces at BT

JAMES FERNYHOUGH  |  WEDNESDAY, 23 JUL 2014
... Clayton, Mouat will be responsible for marketing and servicing institutional clients including superannuation funds, sovereign wealth funds and insurance companies. Prior to taking a sabbatical in May last year, Mouat was at Macquarie Capital Securities ...

Bravura adds new global product development role

MARK SMITH  |  WEDNESDAY, 23 JUL 2014
Bravura Solutions has appointed John Waddy, its current chief operating officer for EMEA wealth management, to a new global product development role with responsibility for the delivery of Sonata across EMEA and APAC. In his new role, Waddy will oversee ...

ASIC puts hold Custom Wealth's AFSL

STAFF WRITER  |  TUESDAY, 22 JUL 2014
Brisbane-based Custom Wealth Solutions has also lost its Australian financial services (AFS) licence for three months. ASIC suspended the group's licence after it entered into receivership on June 11, 2014. The regulator has also permanently banned ...