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Showing 1071 - 1080 of 5474 results for "Expand"

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
... help family members, not just in this generation, but also the next." With this in mind, Gilmour said Integro has plans to expand its business further. "At this stage, we're focused on expanding within WA, to Geraldton and the Midwest," he said. ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... strong growth of Insight's business has created the perfect opportunity to target this gap in the research market and expand our service offering to our existing clients while creating capacity for additional clients and further growth. "I'm ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... financial advice more accessible, compliant, and efficient," he said. Melbourne-based Garlick added that Guideway plans to expand the capabilities of FinTalk to the paraplanning process, which will eliminate paper-based or electronically completed manual ...

ClearView reset pays dividends

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
ClearView's decision to target the life insurance market solely is paying off as it grows its in-force premiums during the 2023 financial year and new business pours in. ClearView's new business sales was driven solely by its ClearChoice products suite ...

Zenith chief exits, names successor

KARREN VERGARA  |  MONDAY, 21 AUG 2023
The chief executive of Zenith Investment Partners will step down as the firm's chief operating officer assumes the top job. David Wright vacates the role of chief executive at the end of the year but remains at Zenith to take on a newly created ...

Watershed Funds Management appoints head of distribution

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
... to Watershed's managing director Adam Rowley. Effective immediately, Pearson is tasked with continuing to build and expand the distribution of its investment capability across Australia. She joins Watershed after a tenure at HUB24, where she led ...

Former iShares lead joins Stake

CHLOE WALKER  |  THURSDAY, 17 AUG 2023
... breaking barriers for investors via our ASX, Wall St and SMSF products, and with Jon on board, we are perfectly positioned to expand well into the future," Leibowitz added. According to Investment Trends' H1 2023 report, Stake is now the third largest ...

Netwealth gears up to relaunch Core, market share expands

ANDREW MCKEAN  |  WEDNESDAY, 16 AUG 2023
... leading to an over 10% increase in client accounts. As the company enters FY24, Netwealth said it's poised to further expand its market share, which has already grown to 6.7% as of March 2023, as per a Plan for Life analysis of wrap, platform, and ...

Dexus reports $752.7m loss

CASSANDRA BALDINI  |  WEDNESDAY, 16 AUG 2023
Reporting its annual results to the ASX, Dexus has taken a $752.7 million hit, primarily driven by unrealised valuation losses on its investment properties. In its FY23 results, Dexus disclosed that adjusted funds from operations stood at $555 million. ...

Fund manager injects $28m in Stockspot

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2023
Robo-adviser Stockspot received a $28 million funding boost from a global fund manager that will see it expand its capabilities in the precarious digital advice landscape. Mirae Asset Global Investments announced its "major strategic investment" in ...