Search Results | Showing 121 - 130 of 268 results for %22Wealth Connect%22 |
| | | ... advice business of a GROW Super co-founder. Profile Financial Services confirmed it has bought the client book of Churpa Wealth, the advice firm established by GROW Super co-founder Mathew Keeley in 2016. Keeley will now focus on his role with GROW but ... |
| | | | ... She brings to the role extensive knowledge of financial advice businesses and issues facing advisers. Her experience in wealth and financial advice spans 13 years, having worked at TAL as national accounts manager of the platforms business, responsible ... |
| | | | ... investment management functions across asset classes on a single platform. It serves more than 300 clients across institutional, wealth, asset owner and alternative market segments, including 49 of the top 100 asset managers that in aggregate have more ... |
| | | | Academics have proposed a new system to better distribute Australia's wealth - one which would see high-income earners pay a charity levy. The levy would be based on a small percentage of earnings for Australians with income of more than $269,000 ($US200,000). ... |
| | | | ... outstanding achievements in marketing, sales and business development by an individual, team or organisation in Australia's wealth management industry. The Awards night, now in its twenty-third year, was held at the Ivy Grand Ballroom in Sydney with ... |
| | | | ... solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution for Fitzpatricks' current MDA offering. Fitzpatricks group managing director ... |
| | | | ANZ Wealth is making inroads with its newly launched mental health initiatives, including innovative and preventative programs aiming for the life insurer to play a more active role in the space. According to ANZ Wealth head of mental health and wellness ... |
| | | | Macquarie has integrated its open banking platform with a cloud-based personal wealth service established by a former Xero Australia managing director. As a result of the integration with myprosperity, users of the personal wealth platform will now ... |
| | | | ... customers; and its extensive action aims to ensure "these issues never happen again." Fees for no service is old news The wealth management giant said fees for no service is an industry-wide issue and AMP has been the subject of an ongoing ASIC investigation ... |
| | | | ... human involvement, Peker said older investors are a different ball game. Catering exclusively to Generation Y clients, Wealth Enhancers chief investment officer Finn Kelly doesn't necessarily agree. "From our experience, we have learned that they demand ... |
|
