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Showing 701 - 710 of 1011 results for "Private wealth"

Another marquee hire for Rainmaker

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
... brands including Rainmaker Information, SelectingSuper, SelectAdviser, Financial Standard, FS Advice, FS Super, FS Private Wealth, FS Managed Accounts and FS CPD.

Vantage launches SMSF-ready private equity fund

MARK SMITH  |  TUESDAY, 7 APR 2015
... strong support from local SMSFs, family offices and small institutional investors, as well as clients of Perpetual Private Wealth and other financial planning and advisory firms nationally. The group expects to close the fund to new investors by mid- ...

Koda Capital nabs more JBWere execs

LAURA MILLAN  |  TUESDAY, 17 MAR 2015
Newly-established private wealth management firm Koda Capital has appointed two partners from National Australia Bank-owned (NAB) JBWere. Koda Capital was established late last year by former MLC chief executive Steve Tucker and former JBWere chief ...

Advice M&A activity set to soar in 2015

LAURA MILLAN  |  MONDAY, 9 MAR 2015
... reputation of large dealer groups was largely affected by scandals at Commonwealth Financial Planning and Macquarie Private Wealth. AMP shut down the Genesys dealership and Suncorp's Guardian Advice license had conditions imposed on it over concerns ...

NAB to face Senate grilling over advice scandal

LAURA MILLAN  |  FRIDAY, 6 MAR 2015
... Commission, noted that the Economics Committee has unveiled scandals at Commonwealth Financial Planning, Macquarie Private Wealth and now NAB thanks to information provided by consumers and whistleblowers. "We urge people who have been clients of AMP ...

Two advisers join Koda Captial as partners

MARK SMITH  |  TUESDAY, 3 MAR 2015
Newly formed private wealth management firm Koda Capital has appointed two key advisers. Ben Andreou, former director and adviser to a number of high net worth clients in the private clients business of PricewaterhouseCoopers Sydney, has joined as director ...

Law firm targets disgruntled advice clients using Twitter

LAURA MILLAN  |  FRIDAY, 20 FEB 2015
... crisis and that the firm has been involved in major cases such as the ones affecting Commonwealth Bank and Macquarie Private Wealth clients. But he noted that inquiries are coming from all sides of the spectrum, with clients from small practices also ...

ASIC ends Macquarie EU but sees gaps in advice files

LAURA MILLAN  |  FRIDAY, 13 FEB 2015
... the coming months does not show improvement by Macquarie's advice arm. Kell refused to reveal how many Macquarie Private Wealth (MPW) advisers are being investigated and said that ASIC is "in a critical phase on this investigation." He added that MPW ...

Rainmaker expands its investment capability with key appointment

MARK SMITH  |  TUESDAY, 10 FEB 2015
... brands including Rainmaker Information, SelectingSuper, SelectAdviser, Financial Standard, FS Advice, FS Super, FS Private Wealth, FS Managed Accounts and FS CPD.

DomaCom appoints state manager

MARK SMITH  |  THURSDAY, 5 FEB 2015
... building DomaCom's funds under management." One of the AFSLs to approve the DomaCom Fund is Queensland-based Sentinel Private Wealth. The company hopes to follow this up soon with a fractional equity release product for property owners looking to extract ...