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Showing 51 - 60 of 110 results for "Wealth Group"

Westpac GM becomes PNG wealth group CEO

ALEX BURKE  |  TUESDAY, 27 JUN 2017
Westpac's former general manager for South East Asia Pacific is now the chief executive of an ASX-listed Papa New Guinean bank and wealth management firm. Greg Pawson's appointment as Kina Securities' chief executive was announced as part of Kina's ...

Twitter becomes gateway to 30 million 'investment' audience

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
Nine in 10 financial advisers in the US said they have gained new clients through their social media accounts, research shows. According to a 2016 social media survey by Putnam Investments, there are now more than 30 million Twitter users in the US ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
From predicting election results to running driverless cars, artificial intelligence (AI) will transform all sectors of business, not least financial planning and wealth management. Sanlam Global Investment Solutions head of investments David Itzkovits ...

Advisers to consult on ASIC's behalf

JAMIE WILLIAMSON  |  WEDNESDAY, 29 MAR 2017
ASIC has formed a committee comprising practicing financial advisers in a bid to improve the advice industry's engagement with the regulator. The Financial Advisers Consultative Committee (FACC) will complement ASIC's existing engagement with the industry ...

Suncorp begins life business optimisation

DARREN SNYDER  |  THURSDAY, 9 FEB 2017
... first half of FY17. It was impacted by industry deterioration in lapse and claims trends; however the diversified wealth group said its "conservative approach to setting assumptions has resulted in minimal impacts to [lapse and claims] experience." In ...

New advisers in need of extra training

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
A training program launched by Partners Wealth Group is hoping to equip new financial advisers with the client relationship tools they may not gain through academic studies. The Partners Wealth Group Associate Advisor Academy (AAA) has been designed ...

Elders gains QLD practice

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
Elders Financial Planning has added its seventh practice to the Elders network. Toowoomba based Total Wealth Group has joined the Elders dealer group, the seventh practice Elders has added over the last five months as the group pushes for growth in ...

Maple-Brown Abbott fund gets ratings tick

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
The Maple-Brown Abbott Global Listed Infrastructure Fund, distributed by Ironbark Asset Management, has recently received substantial support from several research houses, wealth groups and platforms. The GLI Fund was recently upgraded to 'Highly Recommended' ...

Societe Generale appoints director from Goldman Sachs

ALEX BURKE  |  THURSDAY, 16 JUN 2016
... Adam Weale joins SocGen from Goldman Sachs, where he was executive director of the pension, insurance and sovereign wealth group and managed sales of funds management and derivatives services to institutional clients. Prior to Goldman Sachs, Weale was ...