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Showing 61 - 70 of 177 results for "ANZ Wealth"

Prime Access bungle costs ANZ $50 million

KANIKA SOOD  |  FRIDAY, 6 APR 2018
... measures to prevent this from happening again and have largely completed making remediation payments to impacted clients," ANZ wealth Australia group executive Alexis George said. ANZ bosses will also have to provide ASIC audited information on the improvements ...

Mercer appoints head of superannuation

ALEX BURKE  |  WEDNESDAY, 21 MAR 2018
... for clients and aligns with our growth strategy for the Pacific region," Walsh said. Late last year, Mercer appointed ANZ Wealth's former head of investment product and research, William Burkitt, as innovation leader, post-retirement. At the time, a ...

Former FPA chief steps down from board

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... corporate counsel at Coca-Cola Amatil. Prior to her current role, Bowd was head of secretariat and board governance at ANZ Wealth and also served as a senior associate at Clayton Utz for eight years. She has been an officer of the Australian Army since ...

IOOF boosts flagship platform

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
... Last week, IOOF released its 1H18 results which showed inflows of $1.2 billion in the lead up to its acquisition of ANZ Wealth. The diversified wealth firm recorded 1H18 platform inflows of $617 million, marking the 20th consecutive quarter of positive ...

Institutions suffer financial adviser drain

ALEX BURKE  |  MONDAY, 19 FEB 2018
... and GPS Wealth. Fortnum's place at number one - with about 100 advisers coming over from the big six, primarily from ANZ Wealth - is unsurprising, given the aggressive growth track in 2017. In late 2016, the former managing director of advice and open ...

Costs fundamental to IOOF advice growth

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... financial advice-led strategy, one that recorded inflows of $1.2 billion in the first half of FY18 and is about to acquire ANZ Wealth. Releasing the company's 1H18 results this morning, Kelaher said expenses were reduced by $8.9 million compared to 1H17. ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... increase of 70% compared to the previous corresponding period. Even greater growth is expected for IOOF when it takes over ANZ Wealth's pension and investments business and four aligned dealer groups. As announced in October 2017, IOOF acquired the assets ...

ANZ Wealth tests AI-driven underwriting

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
ANZ Wealth is exploring artificial intelligence opportunities to improve its underwriting processes. The collaboration with the Advanced Analytics Institute at the University of Technology Sydney (UTS AAi) will use machine learning and big data to develop ...

Financial Standard's top stories of 2017

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... it announced several senior internal appointments in retaining its life insurance business. IOOF agreed to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made ...

AFA to launch investigation into adviser misconduct

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
... different dealer groups since December 2014. At the AFA's National Adviser Conference on the Gold Coast in October, ANZ Wealth's Alexis George she believes the AFA has a role to play in fact-based mandatory background checks of advisers that regularly ...