Search Results | Showing 121 - 130 of 9318 results for "wealth" |
| | | ... with a focus on supporting financial advisers in the state of Victoria. Based in Melbourne, Xavier will focus on servicing wealth advisers and sophisticated clients across the intermediary, private wealth and family office channels, building on the group's ... |
| | | | ... was account director, strategic accounts at Bennelong Funds Management. "We're pleased to welcome Mai, who brings a wealth of experience, to the Natixis IM team and especially to our wholesale clients and platform partners in Australia," said Louise ... |
| | | | ... She is the co-chief executive and principal of fintech solution provider Suite2Go and is a member of Granite Bay Private Wealth, Pella Funds Management, and the International Women's Development Agency. Meanwhile, Wright co-founded Zenith Investment ... |
| | | | Quay Global Investors says while others invest in data centres and AI-linked infrastructure, the strongest opportunities are being overlooked. As investors crowd into data centres and AI-linked infrastructure, Quay Global Investors portfolio manager ... |
| | | | ... data-driven features that reduce manual effort, improve adviser productivity and support new revenue opportunities for wealth providers. Iress will implement the changes, starting with Xplan, its software offering for advisers to manage client operations. ... |
| | | | ... Insignia Financia l (formerly IOOF) between 2011 and 2019. Smith also had stints at ANZ, Challenger, Mercer, PSK Private Wealth, and RetireInvest earlier in his career. Commenting on the appointment, general manager growth and partnerships Natalie Jarvis ... |
| | | | ... executive director, investment capability and intelligence, Joel Grant has stepped away from Australia's sovereign wealth fund to launch Jolly Rambler. "Having worked at the intersection of investment governance and technology, I see a clear opportunity ... |
| | | | ... "bold, broad and ambitious" tax reforms, in addition to easing cost-of-living pressures and strengthening fuel security, wealth managers decry investors and the economy will not come out on top. Last night, Treasurer Jim Chalmers' jampacked "five ... |
| | | | Discretionary trusts have been slapped with a 30% minimum tax amid a slew of "fairer tax arrangements" reforms in the 2026-27 Budget to address intergenerational inequity. From 1 July 2028, Treasurer Jim Chalmers proposes to introduce the new tax that ... |
| | | | ... individual who was never a member of the fund. The issue was raised publicly by financial planner Matt Marsh of PlanPlus Wealth Advisers, who said the alleged misreporting could have significant tax consequences for his client, including the risk of ... |
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