Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 941 - 950 of 3363 results for "Wealth management"

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... research capabilities "on an interim basis" from May 8. Anderson noted Callinan's decades of experience in wealth management research, and pointed to her close working relationship with the group in the past, which included helping establish its ...

Former Spectrum Wealth, NAB advisers banned

ELIZA BAVIN  |  THURSDAY, 30 APR 2020
... circumstances, and to appropriately scope the advice," ASIC said. The banning of Thomas falls within ASIC's Wealth Management Major Financial Institutions Portfolio. The portfolio focuses on the financial services conduct of Australia's largest ...

Praemium adds Chi-X products

HARRISON WORLEY  |  MONDAY, 27 APR 2020
... advisers using Praemium have access to Chi-X's suite of funds, TraCRs and warrants. Praemium has become the latest wealth management platform to recognise the popularity of Chi-X's range of products, after Powerwrap made the firm's range of TraCRs and ...

AMP bleeds $18 billion

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
The market damage of COVID-19 saw AMP's wealth management arm shed more than $18 billion during the first quarter. COVID-19 has left AMP around $18 billion shorter than it was at the beginning of the year, with the economic impact of the pandemic hitting ...

Powerwrap adds Chi-X offering

ALLY SELBY  |  TUESDAY, 21 APR 2020
... are not available on traditional securities exchanges," he said. "Growing our relationships with stockbrokers, wealth management groups, platform providers and financial advisers is a key part of our vision to help Australians benefit from a broader ...

IOOF trims operations

HARRISON WORLEY  |  THURSDAY, 16 APR 2020
... operates in New Zealand, the centrepiece of the firm's operations in the nation. Auckland-based diversified wealth management firm Britannia Financial Services has purchased the client rights to IMT, in a move that will see IOOF retire as manager ...

How wealth management must respond to COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 16 APR 2020
Global consulting firm McKinsey & Company has issued a new report on how the COVID-19 pandemic will impact wealth management in the Asia Pacific region, including what might happen if the virus continues to spread. "Past epidemic crises have had sharp ...

FSC appoints deputy chief executive

ALLY SELBY  |  TUESDAY, 14 APR 2020
... current period and into the future." The FSC has over 100 members representing Australia's retail and wholesale wealth management businesses, which Loane said had all done their part in assisting Australians during the COVID-19 crisis. "Our members in ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... for those things that give me an edge and make it easier for me to deliver results for my clients." Davis uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM ...

Perpetual executive jumps to Xplore

ELIZA BAVIN  |  WEDNESDAY, 8 APR 2020
... candidate for this role and look forward to Neil joining," Wright said. "Neil's 21 years' experience in wealth management, including his expertise in managed discretionary accounts (MDA) and superannuation will be instrumental in supporting our ...