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Showing 1021 - 1030 of 9273 results for "wealth"

Clime posts $3.8m loss

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
... complexities and costs associated with licensing financial advisers, which increased business risk without benefiting its wealth management and advice business. He added that the licensing business had stagnated inside a financial market that was declining ...

IFM Investors recruits chief of staff

ELIZABETH FRY  |  FRIDAY, 30 AUG 2024
... held several senior roles including chief product and operating officer for Asia Pacific and interim chief executive of wealth. Before that, she worked at Bennelong Funds Management, where, as chief client strategy officer, she oversaw product development ...

E&P free of legacy issues, FUA jumps 26%

KARREN VERGARA  |  FRIDAY, 30 AUG 2024
E&P Financial Group's 7400 advised-client base saw their wealth jump 26% to nearly $30 billion, while former clients under the defunct Dixon Advisory continue to struggle to access recourse. The ASX-listed wealth firm boasted it oversaw $29.4 billion ...

Fidelity appoints new managing director

ELIZA BAVIN  |  THURSDAY, 29 AUG 2024
... products and solutions in response to evolving investor needs, along with the expansion of support for Fidelity's advice and wealth management clients, Fidelity said. Prior to Fidelity, Glazier was at Ellerston Capital for five years where his last position ...

Perpetual chair to leave as $472m loss recorded

JAMIE WILLIAMSON  |  THURSDAY, 29 AUG 2024
... costs. Underlying profit came in at $206.1 million, up 26% on FY23. Perpetual attributed this to stronger earnings in its wealth management and corporate trust arms, which are being offloaded to KKR. The wealth management division saw underlying profit ...

Financial Standard nominated for Publication of the Year

STAFF WRITER  |  WEDNESDAY, 28 AUG 2024
... growth, building strong partnerships, and driving the evolution of the investment industry." The awards program covers wealth management, funds management, and partner services. Awards include Holistic Advice Firm of the Year, Dealer Group of the Year ...

Australia a 'regional private wealth hotspot': Preqin

ANDREW MCKEAN  |  WEDNESDAY, 28 AUG 2024
Australia is a top regional private wealth hotspot, with the greatest proportion of investors, many of whom are looking to alternatives, according to a Preqin report. The data provider's report highlighted that among all private wealth investors in ...

Investment firm becomes cornerstone investor in Finexia

ANDREW MCKEAN  |  TUESDAY, 27 AUG 2024
... a demonstrated track record of transforming businesses, accelerating their growth through partnerships, and bringing a wealth of operational and investment experience to the table. "Their commitment and confidence in our business strategy is a great ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... the Interprac Financial Planning brand and add expertise and new business specialist equity advisers under the Sequoia Wealth Management brand, so we can further expand on the footprint we have established in the Equity Capital Markets and higher net ...

BlackRock launches new bond ETF

ELIZA BAVIN  |  MONDAY, 26 AUG 2024
... listed iShares product range. ULTB is expected to list on the ASX in early September. BlackRock Australasia director of wealth distribution James Waterworth said the launch of the new ETF was in response to Australian advisers and investor demand. "Bond ...