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Showing 1111 - 1120 of 5851 results for "Profession"

FPSB names new leader

CHLOE WALKER  |  FRIDAY, 28 OCT 2022
... 2018 to 2021. In his new role, De Gori will lead the FPSB as it continues to establish financial planning as a global profession. De Gori said: "As incoming chief executive, I'm honored to follow Noel Maye and continue efforts of building and future-proofing ...

CountPlus appoints group head of people and culture

CASSANDRA BALDINI  |  MONDAY, 24 OCT 2022
CountPlus Limited (CountPlus) has appointed a new group head of people and culture in Raelene Hinchliffe. Hinchliffe will officially start next January and will bring significant financial services experience to the role. She has previously held senior ...

Advisory group appoints head of investment strategy

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
Providence Wealth Advisory Group recently welcomed a former sovereign wealth fund executive as its head of investment strategy. Marc Wait has joined the group in the role, based in Sydney. He was most recently head of treasury at the Emirates' Sovereign ...

Millionaires worry about retirement

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
According to new research, 35% of millionaires believe it will take a miracle to retire securely. Natixis Investment Managers released The Million Dollar Question report which evaluates retirement sentiment among high-net-worth (HNWI) investors. It ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
The wealth management group has launched CFS Elevate, a people and culture platform that aims to provide support for advice professionals across Australia. Designed in collaboration with financial advisers, CFS Elevate offers free training, networking ...

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
... facing. "Notwithstanding the challenges, this is a great time to be an adviser. Advice is increasingly recognised as a profession and demand is growing, giving those who have decided to remain in the industry the opportunity to build exceptional businesses ...

Primewest rebrands to Centuria

CHLOE WALKER  |  TUESDAY, 18 OCT 2022
The Perth-based real estate funds manager has formally adopted the brand of its parent company, Centuria Capital Group. The rebranding comes 13 months after the entities merged, marking the group's significant expansion throughout Western Australia. ...

Koda Capital, Redwood merge

CASSANDRA BALDINI  |  TUESDAY, 18 OCT 2022
Koda Capital (Koda) is expanding into the Perth market through a merger with Redwood Wealth Alliance. In bringing the two businesses together, Redwood will become part of the broader Koda professional partnership. Some Redwood staff will hold equity ...

MSC Trustees receives CCIV authorisation

JAMIE WILLIAMSON  |  MONDAY, 17 OCT 2022
MSC Trustees is now authorised to operate both retail and wholesale Corporate Collective Investment Vehicles (CCIV), becoming the first professional trustee firm to do so. The CCIV framework was effective July 1. MSC Trustees is also now the first to ...

Perceived complexity hinders ag allocations

CHLOE WALKER  |  FRIDAY, 14 OCT 2022
While it's one of the oldest asset classes in the book, most Australian investors remain underweight in allocating towards agriculture, according to iPartners director of capital markets Toby Harpham. Hosting a panel of experts at the iPartners ...