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Showing 921 - 930 of 2016 results for "WIS"

NAB appoints new regional advice GM

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
NAB Financial Planning appointed a new general manager for South Australia, Western Australia and the Northern Territory. Adrian De Silva joined NAB in January from Beyond Bank Australia, where he was national manager wealth management and national ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
Protecting and transferring wealth between generations is prompting financial planners to provide more holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss ...

Industry fund chief executive departs

JAMIE WILLIAMSON  |  WEDNESDAY, 14 FEB 2018
The long-standing chief executive of an $8.8 billion industry fund has resigned. NGS Super announced Anthony Rodwell-Ball tendered his resignation at the end of 2017, and his time with the fund will finish on 31 March 2018. He will be replaced by general ...

WisdomTree expands to Asia Pacific

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
WisdomTree has partnered with another exchange-traded product specialist in an attempt to expand globally, starting in Asia Pacific. The New York-based asset manager is collaborating with Premia Partners, an ETF and smart beta solutions provider based ...

Chief economist update: Wall Street wails on inflation indications

BENJAMIN ONG  |  MONDAY, 5 FEB 2018
"Be careful what you wish for." It's a well-known truism in the current economic cycle that the world's major central banks (the BOE excluded) have been wishin' and hopin' and thinkin' and prayin' for inflation to climb to their target rates. It appears ...

Pacific Current sells stake in insto investment firm

ALEX BURKE  |  THURSDAY, 1 FEB 2018
Boutique multi-manager Pacific Current Group sold its stake in an institutional investment firm for $2.9 million, ending a nine-year partnership. Goodhart Partners, based in London, manages Japanese equity, global equity and emerging markets equity ...

BTIM chief retires, successor named

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
The chief executive of BT Investment Management Australia is retiring and a former First State Super executive is taking over. BTIM Australia announced the retirement of Michael Bargholz, effective 30 July 2018, and former First State Super chief investment ...

FSC and FOS appoint former ASX chief risk officer

ALEX BURKE  |  TUESDAY, 30 JAN 2018
The Financial Services Council and Financial Ombudsman Service named the chair of the committee tasked with overseeing the implementation of the Life Insurance Code of Practice. Anne Brown joins the Life Code Compliance Committee (LCCC) while also serving ...

CBA advice compensation bill balloons

KARREN VERGARA  |  WEDNESDAY, 24 JAN 2018
CBA is set to compensate a further $1.9 million to customers affected by five former "high-risk" financial advisers, according to ASIC. CBA will review the five former representatives' advice, licenced under subsidiaries Commonwealth Financial Planning ...

ASIC puts corner-cutting advisers on notice

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
ASIC is warning financial advice dealer groups about the consequences of failing to correctly witness binding death nominations for superannuation benefits. The regulator said many nominations are at risk of being rejected by trustees as it has become ...