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| | Andrew Irvine will become National Australia Bank's new group chief executive and managing director, succeeding Ross McEwan. Irvine has served as NAB's group executive and private business since 2020 and boasts 27 years of experience in financial services. ... |
| | | ... years, building a vast network through business development roles with AXA, AMP, and Zurich. In 2015, Milosevski was named state manager, Victoria at Synchron, leading the dealer group's expansion efforts in the state and recruiting more than 100 ... |
| | | Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ... |
| | | Over three in four family offices across the globe are finding it difficult to recruit legal and compliance staff, new research by Ocorian reveals. Ocorian's latest global study, which surveyed 301 senior executives, including 50 family office investment ... |
| | | ... high-net-worth and private wealth division. Before that, Babhoota held similar roles at Ironbark Asset Management and Colonial First State. Brookfield Oaktree Wealth Solutions partner David Levi said: "With the support of Pragun and our broader team ... |
| | | ... Wallis joined the fold last December. He has been a financial adviser with Beta Advice since April 2022 and before that was a state manager and financial adviser at Synchron for four years. Intelligent Planning managing director Phil Osborne said: "We ... |
| | | ASIC deputy chair Sarah Court has reaffirmed that the corporate regulator is targeting member service failures, greenwashing, and inappropriate fees and charges, cautioning the superannuation industry to lift its game. At an industry event, Court said ... |
| | | The Melbourne-based alternative investment manager has secured $200 million from an undisclosed US investor, bringing its total facilities and funds under management (FUM) to $7.5 billion. According to Wingate, the commitment also contributes to a total ... |
| | | After lagging equities the past two years, real estate investment trusts (REITs) are an attractive investment opportunity in 2024, according to Principal Asset Management. In a recent outlook report for listed REITs, Principal Asset Management chief ... |
| | | ... Israel, and it is vital to US national interests to ensure Israel is able to defend itself against the threats it faces," the State Department said in the article. Many super funds are guided by ESG policies that screen controversial weapons for actively ... |
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