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Showing 6321 - 6330 of 9288 results for "wealth"

Advice firm chooses MDAs over platforms

LAURA MILLAN  |  TUESDAY, 8 JUL 2014
... self-licensed practice, which was established in 2012 through the merger of Paul Moran Financial Planning and Personal Wealth Advisers, is run by principal advisers Paul Moran and Cameron Howlett. "Over the years, platforms have been useful but they ...

Federal Court judgements contradictory on adviser liability

LAURA MILLAN  |  MONDAY, 7 JUL 2014
The Federal Court has issued two separate and contradictory judgements that cast a doubt over financial advisers' proportionate liability when facing client legal claims. Within less than one month, the Full Court of the Federal Court has judged the ...

EQT completes ANZ Trustees acquisition

STAFF WRITER  |  MONDAY, 7 JUL 2014
... strong addition to the EQT team, and share the same focus and commitment to clients," he said. ANZ chief executive of global wealth Joyce Phillips said that "this sale allows us to focus on the key elements of our wealth strategy, while also providing ...

ASFA calls for lifetime contribution caps

MARK SMITH  |  THURSDAY, 3 JUL 2014
... government policy could be adjusted to make sure that people are using superannuation for retirement purposes, and not as a wealth accumulation tool." The report recommends applying a lifetime cap to non-concessional contributions, and looking at ways ...

ClearView appoints three BDMs

HARRY PAGE  |  THURSDAY, 3 JUL 2014
ClearView Wealth Limited has announced the appointment of three business development managers to its distribution team. Maree Feek has over 14 years' experience in the industry and has been appointed as a BDM for Queensland. She previously held positions ...

SAS Trustee renews Pillar admin contract

STAFF WRITER  |  WEDNESDAY, 2 JUL 2014
... largest defined benefits schemes in Australia and the fifth largest total pool of funds under management. "Pillar has a wealth of experience administering complex schemes for STC and we are pleased to have the opportunity to continue providing these ...

Former NAB execs follow Hartley to Sunsuper

JAMES FERNYHOUGH  |  WEDNESDAY, 2 JUL 2014
... Technical Services', will be headed by Jason Sommer, who was formerly general manager, change and technical services at NAB Wealth. Sommer's role will be to "drive Sunsuper's strategic change agenda with a sharp focus on enhancing the Fund's competitive ...

TAL nabs ANZ exec for new finance role

LAURA MILLAN  |  WEDNESDAY, 2 JUL 2014
TAL has appointed a top ANZ Wealth executive to the newly-created role of general manager of strategic finance. Edith Pfister was most recently chief risk officer at ANZ Wealth and private bank and her new role brings together responsibility for strategy ...

Premium appoints head of network development

MARK SMITH  |  WEDNESDAY, 2 JUL 2014
Premium Wealth Management has appointed former Lonsdale Financial Group Justin Viney as head of network development. Viney's key brief will be to interact with accounting firms seeking to broaden their financial planning offering. He was previously ...

Australian Super backtracked on airport valuation: Future Fund

MARK SMITH  |  WEDNESDAY, 2 JUL 2014