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Showing 1021 - 1030 of 10079 results for "Strategy"

TWC launches Global Wealth Creators Fund

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... long-term wealth creation goals. The Select Global Wealth Creators Fund specifically offers a focused, high-conviction strategy that should provide our clients with superior investment outcomes over a full market cycle. "With our deep expertise and disciplined ...

ASX appoints interim chief risk officer

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... appointment will support our ongoing work to strengthen and improve risk culture at ASX which is a key focus of our New Era strategy." Treleaven will depart the organisation following a short period of transition to McDougall.

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
AZ NGA has acquired Sydney-based financial planning firm StrategyOne Advice Network. StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and ...

Cbus appoints head of advice

ELIZABETH FRY  |  FRIDAY, 15 NOV 2024
... said. At CareSuper, he was head of financial advice, bringing years of experience in financial advice, retirement income strategy and super regulation. King also brings financial advice and leadership experience from 16 years at National Australia Bank ...

Property 'well-placed' for growth: Knight Frank

MATTHEW WAI  |  THURSDAY, 14 NOV 2024
... into the evolving debate on the neutral interest rate and what it means for long-term interest rates, ensuring their strategy is adaptable to different scenarios," he said. "On the basis that the rate cutting cycle commences sometime in the first half ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030. Revealing its five-year strategy at its investor day today, Insignia Financial said it is looking to unlock scalable and sustainable growth across all four ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... managing client portfolios north of $20 million typically have an average 14% of portfolios in alternatives," Praemium chief strategy officer Denis Orrock said. Some 69% of HNW-focused advisers see alternatives as key in meeting client demands in the ...

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
... better understand client preferences backed by science and behavioural economics. Stephen Wirth, the Australia product strategy lead at intelliflo, said the integration helps advisers boost acquisition and retention by offering clients and prospects ...

AMP makes operations, product, strategy hires

MATTHEW WAI  |  TUESDAY, 12 NOV 2024
... has joined as director of operations, working alongside Mike Way who was appointed earlier this year as director for strategy and transformation. Both are newly created roles. Baker oversees client servicing, investment operations, third-party relationships ...

Platinum seeks insto managers, new asset classes

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
... managed in-house and partner with third parties that operate in asset classes that it currently does not invest in, a strategy flagged in late August. Elaborating on the plan today, Peters said the latter strategy is different to Pinnacle's business ...