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Showing 1171 - 1180 of 13028 results for "Office"

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

Perpetual reveals decade of philanthropy insights

ANDREW MCKEAN  |  TUESDAY, 12 NOV 2024
Perpetual, for the first time, has laid bare a decade's worth of data, unveiling insights into the philanthropic and charity sectors. In a special edition of its annual philanthropy insights report, the wealth manager said despite incremental changes ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ...

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
... will remain on as a director, owner, and financial adviser, focusing on long-term growth through the Principal Edge family office offering. All staff from Principal Edge, including its six advisers, will remain in the business, and both brands will continue ...

Systemic issues impact 20k consumers: AFCA

MATTHEW WAI  |  MONDAY, 11 NOV 2024
... specified in the Act. To prevent the issue re-occurring, the life insurer has implemented measures of ensuring the back office is appropriately staffed; updated process documentation and training; additional communication and improved arrangements with ...

Capital Partners managing director steps down

JAMIE WILLIAMSON  |  SUNDAY, 10 NOV 2024
David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years. Andrew founded the West Australian firm in 1999. It's since grown to employ more than 50 staff and service over $2 billion in assets. ...

Prime Super names investments lead

ELIZABETH FRY  |  FRIDAY, 8 NOV 2024
Prime Super has recruited a former Media Super chief investment officer to lead the investment team. Michael McQueen joins the $7 billion industry fund as general manager of investments, replacing Jane Kang who left last year. In the new role, McQueen ...

HESTA red flags MinRes for governance failures

ANDREW MCKEAN  |  FRIDAY, 8 NOV 2024
... have engaged in widespread misconduct, including underreporting income from offshore entities to the Australian Taxation Office. Ellison will face board-imposed financial penalties totalling $8.8 million, along with the loss of up to nearly $10 million ...

Payton Capital eyes 'extensive growth', hires four

MATTHEW WAI  |  FRIDAY, 8 NOV 2024
... The real estate fund manager is extending its footprint, establishing a presence in Perth and adding a second Queensland office. Payton Capital has opened an office in Perth and another in the Gold Coast, also announcing four appointees to take the helm ...

Perpetual reveals new leadership structure

JAMIE WILLIAMSON  |  FRIDAY, 8 NOV 2024
Perpetual is rolling out a global leadership restructure in its asset management arm, in a move that sees the departure of its chief risk and sustainability officer. As it gears up to become a standalone asset management business following the sale ...