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Showing 1351 - 1360 of 9279 results for "wealth"

MLC Life names general manager, remediation

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... AXA Asia Pacific to AMP and, before that, the integrations of ipac Securities, Challenger Financial Planning and Genesys Wealth Advisers, and Sterling Grace. "... Ian will play an integral role in enhancing the customer experience and reviewing our touchpoints ...

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... adding 75 practices to the latter's network. Handing over $2 million for the licensee, WT Financial has added about 140 wealth and risk advisers across more than 75 firms. It said, based on modelling, the acquisition should contribute more than $50 million ...

Fidelity retirement specialist exits

ELIZABETH FRY  |  FRIDAY, 8 DEC 2023
... active decision about the end of their career. Dinham's previous role was head of research in Macquarie Bank's wealth management division. Before that, he was the chief investment officer at State Plus and a senior consultant at Russell Investment ...

GSFM to distribute Access Capital Partners offering to HNWs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
GSFM has partnered with Parisian firm Access Capital Partners (ACP) to distribute its European infrastructure and smaller buyout strategies to local wealthy investors and family offices. GSFM chief executive Damien McIntyre said the partnership will ...

Perpetual rebuffs Soul Pattinson takeover offer

ANDREW MCKEAN  |  THURSDAY, 7 DEC 2023
... acquisition bid from Washington H. Soul Pattinson, saying that it "materially undervalues" the company's Corporate Trust and Wealth Management divisions. Soul Pattinson, currently Perpetual's largest shareholder, indicated yesterday its intention to ...

ASIC curbs high-risk offers from online trading providers

ANDREW MCKEAN  |  WEDNESDAY, 6 DEC 2023
... findings assessing the operations of online trading providers in Australia to better protect retail investors and their wealth with robust safeguards and encourage improved financial literacy and education for the general public to support good investor ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... 401K pension plans in the US and the UK's defined contribution schemes are examples. In Australia, Haigh said private wealth advisers appear to be following the footsteps of institutional investors like super funds, which have progressively moved ...

Perpetual explores split following review

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Perpetual will explore separating its corporate trust and wealth management businesses, aiming to create a more focused asset management business. According to the firm, the separation, currently being assessed by the board, will unlock additional value ...

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... Barrett. The paper explained that although advisers excel at assisting clients in growing, managing, and safeguarding their wealth, a significant number find themselves paralysed by fear when it comes to seizing opportunities to grow their own businesses. ...

Bravura Solutions executes restructure

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
... executive. With more than 25 years of experience in financial services, Dunn has held senior leadership positions at ANZ Wealth, Fine Line Consulting, ING Australia, and Buck Consultants. Meanwhile, Spencer, who joined Bravura in November last year ...