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| | ... for Australia and New Zealand. He replaced Cameron Sinclair, who spent five years in the role before founding wealth management platform tWC Investment Management. In a role that placed an even greater emphasis on institutional relationships, Brewer ... |
| | | ... transformation office. Before Iress, she held senior roles at BT Financial Group and other advice practices. The wealth management unit's chief executive Harry Mitchell said: "Kelli and Amara bring complementary skill sets and impressive experience ... |
| | | Capital Partners Private Wealth Advisers has acquired Partnership Wealth Management. In a deal that was finalised yesterday, The Partnership Wealth Management team will merge with Capital Partners, joining a team of 41 which includes 13 wealth advisers. ... |
| | | ... they're still two standalone offerings." CFS Edge was developed in collaboration with FNZ, a global leader in wealth management platforms. "FNZ deal with 100,000 advisers and manage over $2 trillion in Australian dollar assets, so partnering with ... |
| | | ... the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by principals Daniel Molesworth and Robert Wood. Its establishment came in mid-2021, resulting ... |
| | | ASIC has imposed additional licence conditions on dealer group Shartru Wealth Management, saying representatives have not been adequately supervised, leading to some financial advice provided failing the best interests duty. The additional conditions ... |
| | | ... our members," said Harrison. "Anthony's experience leading cross-functional teams across superannuation, wealth management, insurance, and financial planning has provided him with valuable insights, which will benefit our team, and ultimately our ... |
| | | ... strategy and Pendal's Fixed Interest strategy respectively which contributed to Group net outflows." Meanwhile, wealth management's total funds under advice (FUA) were $18.5 billion as at June 30. Net inflows were $0.1 billion, with continued contributions ... |
| | | GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ... |
| | | The wealth management sector is at a critical juncture, confronting declining fees and escalating compliance costs, according to Citigroup research. Accordingly, the Citi Disruption and Transformation in Wealth report suggested a need for wealth managers ... |
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