Search Results | Showing 121 - 130 of 3000 results for "wealth management" |
| | Count Limited will acquire a 40% stake in Melbourne-based wealth management firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive ... |
| | | ... follows Diverger's first transitional equity investment in 2022 when it acquired a 35% equity interest in McGregor Wealth Management. "There are a lot of single shareholder practices in the $1-3 million range with significant growth ambitions, but which ... |
| | | ... said: "Robert brings over two decades of experience working with financial planners and dealer groups in the wealth management space. He has a deep understanding of the advice industry and has a robust network to support Allianz Retire+'s mission ... |
| | | ... introduce into the Australian market. Joining from Lonsec, de Pourbaix brings 20 years of experience in the wealth management industry. While at Lonsec he was executive director and chief investment officer, responsible for investment strategy, portfolio ... |
| | | ... to invest in these products and who themselves are subject to stringent best interest duty requirements." The wealth management firm is concerned that for many wrap products, the test would not be completed based on actual fees charged or actual net ... |
| | | Bondi-based digital wealth management platform New Quantum has signed a business combination agreement with Canna-Global Acquisition Corp to become a publicly listed company in the US. As a wholly owned subsidiary of Canna-Global, New Quantum will now ... |
| | | ... firm's high-net-worth (HNW) client base had also expressed the need for a lower-cost entry point to the firm's wealth management expertise, Pascoe Partners said. Hernadi added, with $3.5 trillion of wealth passing through the generations over the next ... |
| | | ... services for Webull customers trading in Australian-listed securities. It joins the likes of Ord Minnett, Crestone Wealth Management, Superhero, Stake and Velocity Trade, which have partnered with FinClear in recent years. With about 35 million app users ... |
| | | Wealth management powerhouse UBS has completed its acquisition of Credit Suisse, marking the end of the largest banking deal since the 2008 Global Financial Crisis. UBS acquired the crisis-stricken Credit Suisse for US$3.2 billion, with support from ... |
| | | The wealth management industry has broadly welcomed the bulk of the Quality of Advice Review recommendations Labor will prioritise, with many agreeing that the reforms will fix financial advice and ultimately benefit consumers. In releasing the first ... |
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