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Search ResultsShowing 1 - 10 of 100+ results for "wealth management"
Alex Wade to leave AMP
JAMIE WILLIAMSON  |  THURSDAY, 6 AUG 2020
... Wade tendered his resignation and AMP accepted it, the group said. Chief executive of AMP's New Zealand Wealth Management, Blair Vernon, will replace Wade in an acting capacity while a search is conducted for a permanent successor. Vernon has over ...
FPA award nominations open, new award announced
ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
... said the challenges and disruptions caused by the coronavirus pandemic, combined with ongoing changes in the wealth management sector, make this year's awards all the more significant. "2020 is unfolding as the most challenging year in decades," he said. ...
Chi-X TraCRs added to specialist platform
ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
Chi-X TraCRs and funds will now be offered on a privately owned wealth management platform, granting financial advisers and their clients access to some of the world's biggest listed companies. All 35 Chi-X TraCRs and all quoted Chi-X Funds are ...
Advice firm partners with mortgage aggregator
ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
... out businesses that look to lead the next generation of financial services and who embrace the combination of wealth management and mortgage broking," Loan Market chair Sam White said. "I believe Encore Advisory Group have the deepest experience in the ...
Wealth manager takes massive profit hit
ELIZA BAVIN  |  FRIDAY, 31 JUL 2020
... due to COVID-19. The wealth manager reported an underlying profit for all businesses, including Australian wealth management, AMP Bank, AMP Capital and New Zealand wealth management, of $140-150 million. For the same corresponding period last year, AMP ...
Super to lose $3tn by 2040
JAMIE WILLIAMSON  |  FRIDAY, 24 JUL 2020
... in proportional terms is a transition that could fundamentally reset Australia's superannuation sector, wealth management and financial advice marketplace," Dunnin said. "We are already seeing this playout with these sectors working hard to become ...
European robo-adviser eyes Australia, taps Westpac exec
ALLY SELBY  |  THURSDAY, 23 JUL 2020
... automated reporting solution) and Robo Advisor offerings. With major structural shifts underway in the Australian wealth management industry, Smith believes the industry is ripe for (digital) disruption. "Clearly automated advice in Australia has been ...
PSK acquires wealth firm
ELIZABETH MCARTHUR  |  WEDNESDAY, 22 JUL 2020
Financial advice firm PSK Financial Services has acquired Sydney-based Socius Wealth Management as part of its growth plans. Socius founder and partner John D'Alessandri said that completing the acquisition amid COVID-19 was challenging. "What became ...
Almost 2000 advisers gone so far in 2020
ELIZABETH MCARTHUR  |  TUESDAY, 21 JUL 2020
... 279, with 71 exiting in the last six months. Meanwhile, GWM lost 49 and Meritum lost 17. Yellow Brick Road Wealth Management, which was sold to Sequoia at the start of the year, and Elders, which is being wound down shed virtually all their advisers. ...
Six Park eyes advisers, appoints head
KANIKA SOOD  |  MONDAY, 20 JUL 2020
... AustralianSuper, BT Financial Group, Westpac and Mariner Funds Management. "More and more adviser groups and wealth management firms are seeking efficient ways to implement digital investment solutions, so the timing of Ms Ford's appointment is crucial," ...
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