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Showing 101 - 110 of 848 results for "Ideal"

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... significant opportunity to continue leveraging its scale to benefit the advice practices it supports. "WTL presents as an ideal home for M3 advisers - one where we believe they can and will flourish," Cullen said. "We're delighted at the opportunity ...

Wealth managers seek better data warehouse solutions: BNP Paribas

CHLOE WALKER  |  FRIDAY, 10 NOV 2023
Wealth managers are increasingly demanding better ways to access and utilise data from their custodians and expect advances in artificial intelligence (AI) to make this possible, according to BNP Paribas. "They want to know what we know and what we ...

Rest names internal global equities lead

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
Rest has appointed a seasoned executive to lead its newly formed internal global equities division. Joining the $76 billion industry fund, Richard Mercado is charged with constructing an internal global equities management capability, implementing an ...

Regal Partners buys stake in Taurus Funds Management

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... diversified alternative investment management firm with extensive experience in investing in the mining industry, is the ideal partner," he said. "We look forward to making a significant contribution to achieving Regal Partners' growth aspirations over ...

EG grows private wealth strategy

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... recognised a funding gap within the market," Walt said on the joint venture. "That's why private debt has been viewed as the ideal opportunity for our investors." Mark Weingarth, who will step into the newly created role of EG Private Wealth director ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
A Fidelity International report shows that although most Australians feel obligated to share their wealth with future generations, a mere one in 10 have prepared a comprehensive estate plan. Drawing on nationally representative data by research firm ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... are after a blend of three things: Capability, capacity, and opportunity. Looking at Jason's client book, he has an ideal client base in terms of age and demographic that complements ours. We could also leverage Jason's skill sets in client engagement ...

Financial services marketing is broken: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
... top', with 83% saying it would be easier if the basics didn't need checking repeatedly. About 83% of those surveyed said the ideal review process would have the minimum amount of human subjectivity, meaning it would be more reliant on technology. Australians ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
Viridian Financial Group has launched Infinity Capital Solutions, an investment management division with its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial ...