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Showing 6361 - 6370 of 9288 results for "wealth"

Financial Wisdom to face class action for poor advice

LAURA MILLAN  |  MONDAY, 16 JUN 2014
... allege that inappropriate investment advice was given to more than 3,000 clients of the companies' subsidiary Meridien Wealth and could see them facing a claim of more than $200 million. "We have been contacted by a group of Australians who suffered ...

Former Macquarie exec joins IRESS

JAMES FERNYHOUGH  |  MONDAY, 16 JUN 2014
Share market and wealth management systems provider IRESS has appointed Matthew Rady as its new group executive, financial markets. Rady was previously at Macquarie Group, where he was executive director of banking and financial group services. His ...

Exceeding your MAXpectations

MICHELLE BALTAZAR  |  FRIDAY, 13 JUN 2014
... taken the digital world by storm. We want MAX to be like TED because there's a lot to gain when you start rethinking the wealth management wheel. Many people are banking on it. Let's start with the numbers. Financial services professionals are forecast ...

MAX Preview: Beyond value of advice

MICHELLE BALTAZAR  |  THURSDAY, 12 JUN 2014
... clearly a nod to the growth in the SMSF segment." A surprising outcome, however, was how under-represented the big four wealth management businesses are in the list of nominees. This suggests the impact of market consolidation and restructure post-GFC ...

EQT appoints Equipsuper CFO to head new division

LAURA MILLAN  |  THURSDAY, 12 JUN 2014
... Equity Trustees' (EQT) new superannuation trustee office. In his new role, John Rodd will report to EQT head of private wealth services Geoffory Rimmer. Rodd has over 30 years' experience in financial services and will head a team of seven people based ...

UBS adviser banned from financial services industry

STAFF WRITER  |  WEDNESDAY, 11 JUN 2014
... found that Konjevic had not adhered to various UBS codes of conduct and was likely to have misled his employer and UBS Wealth into assuming he was complying with the codes of conduct. However, he was in a position of conflict, as ASIC found that he had ...

Australia among the big guns in millionaire stakes

MARK SMITH  |  WEDNESDAY, 11 JUN 2014
... households, putting the country 14th in the global league tables, just ahead of India. The figure comes from the latest private wealth survey from management consultant, the Boston Consulting Group. Leading the charge in the millionaire stakes were the ...

NAB business growth manager joins Fortnum

LAURA MILLAN  |  FRIDAY, 6 JUN 2014
National Australia Bank (NAB) Wealth and MLC business growth manager for New South Wales will join Fortnum Financial Group as national sales manager. Joel Taylor will be responsible for building relationships with new and existing member firms, and ...

Former Future Fund MD joins Qantas Super

MARK SMITH  |  THURSDAY, 5 JUN 2014
... the board, and are very much looking forward to working with him," Qantas Super chairman Anne Ward said. "Paul brings a wealth of experience in investments, governance, operations and superannuation policy to Qantas Super. He is presently a non-executive ...

150,000 candidates cramming for CFA exams

MARK SMITH  |  THURSDAY, 5 JUN 2014
... Economics, Financial Reporting and Analysis, Corporate Finance, Investment Tools, Asset Classes, and Portfolio Management and Wealth Planning.