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Showing 1391 - 1400 of 9279 results for "wealth"

APAC looks to data-driven future: State Street

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... inorganic global expansion ramps up, creating similar needs. "In APAC it's similar because there's a lot of sovereign wealth and pension funds that need to do the same thing - to bring their data together across their ecosystem of providers," Helyar ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... a strategic alliance, selling its financial advice business to AZ NGA-owned advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation services business. ...

Decade-long ban reduced for former adviser

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
A former financial adviser who was jailed for breaching COVID-19 border restrictions to attend the AFL Grand Final had his ASIC banning order reduced. Mark Babbage, who was an authorised representative of Wealthsure and Capstone Financial Planning ...

Wealth managers shirk cybersecurity priorities

KARREN VERGARA  |  MONDAY, 13 NOV 2023
An alarming number of small and large wealth managers are underprepared for cybersecurity breaches particularly when it comes to managing third-party providers, a new report from ASIC finds. Wealth managers across the spectrum have a long way to go ...

Australia a central focus for alternatives: Apollo

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... investors coming into alternatives. It was hard to identify strategies. The size of the investments that retail investors or wealth investors are making is sometimes below minimums, so you couldn't get access to the product," he said. "Historically ...

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 ...

AMP North incorporates DNR Capital, Morningstar managed portfolios

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... North platform will have access to this offering." Meanwhile, AMP group executive, platforms Edwina Maloney emphasised the wealth company's commitment to strengthening its managed account functionality and multi-asset capability. "The addition of ESG ...

Challenger duo joins Allianz Retire+

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... They have a long history of sharing roles, dating back to 2016 when they were joint general manager of strategic projects, wealth management for two years at Commonwealth Bank. From there they were chief executive and managing director of Generation ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
... contribution of $1.5 million. FAM became a corporate authorised representative of Centrepoint Alliance subsidiary Alliance Wealth in 2015. Since, Centrepoint Alliance said FAM has grown and has strongly contributed to its community. Commenting on the ...

Future Fund exposed to dangerous Chinese investments: Opposition

ANDREW MCKEAN  |  TUESDAY, 7 NOV 2023
... North Korea. According to an audit conducted by opposition senator James Paterson in August, the $200 billion sovereign wealth fund first forayed into Chinese markets in 2007, but its investment exposures grew as China developed into a critical financial ...