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Showing 1401 - 1410 of 9279 results for "wealth"

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... and strategy. Fitzgerald served in various senior positions that included head of investment product and research at UBS Wealth Management, investment strategist at Deutsche Asset Management, and Skandia's head of retail investment services. In her new ...

Legalsuper hits members with increased fees

ANDREW MCKEAN  |  MONDAY, 6 NOV 2023
... was implementing these increases to continue investing in improved products and services to assist members to build their wealth and quality of life in retirement. "As a not-for-profit fund, we ensure all our decisions are made in the best financial ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

Regal Partners nabs Charlie Aitken

ELIZABETH FRY  |  FRIDAY, 3 NOV 2023
... alternatives specialist has also recruited Joseph Tobias from JP Morgan Asset Management as investment director of private wealth. Tobias joined JP Morgan as a key account manager in 2015. Before that, he was a regional manager at Zurich Financial Services ...

Hejaz rolls out Australia's first Sukuk ETF

ANDREW MCKEAN  |  THURSDAY, 2 NOV 2023
... chief executive Hakan Ozyon said that the firm was founded to afford Australian Muslims the opportunity to increase their wealth in alignment with their faith, through access to "world-class" financial products. "The Hejaz Sukuk Active ETF (Managed Fund) ...

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... level as we blend our own expertise with that of a larger, acclaimed and highly resourced multi-disciplinary, accountancy, wealth management and business advisory firm." The merged entity now has offices in Brisbane, Newcastle, and Sydney. It has 180 ...

Future Super acquires GuildSuper

JAMIE WILLIAMSON  |  WEDNESDAY, 1 NOV 2023
... this partnership is just the latest example of the wave of disruption, consolidation and restructuring happening in the wealth management and superannuation sectors," he noted. "Future Super and GuildSuper are both creative boutique superannuation groups ...

Will HNW firms re-enter retail advice?

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... they need to know - whether they are wholesale or a retail client". The firm is anticipating a large intergenerational wealth transfer that will require advisers' attention. "A large part of my client base are retirees, so we are working with them ...

'Critical shortcomings' demand urgent action from trustees: APRA

ANDREW MCKEAN  |  TUESDAY, 31 OCT 2023
... to assist the "tidal wave of fund members" heading toward retirement. At the Australian Financial Review's Super and Wealth Summit today, Cole outlined that one of the prudential regulator's topmost priorities is tackling the "surprising lack ...

AMP Capital sale inches toward completion

CHLOE WALKER  |  TUESDAY, 31 OCT 2023
... in their strategy to streamline AMP. "The sale allows AMP to focus clearly on our core businesses in retail banking and wealth management in Australia and New Zealand," George stated. The anticipated completion of the transaction is set for November ...