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Showing 1411 - 1420 of 9279 results for "wealth"

Clime IM doubles down on strategy, taps into AI

ANDREW MCKEAN  |  MONDAY, 30 OCT 2023
Clime Investment Management is recalibrating to become a full-service private wealth business, anticipating a rise in advisory fee revenues as it contends with a decline in funds under management (FUM). Last week, the ASX-listed wealth company reported ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
... same time, the number of AFSLs has fallen at only half the rate of advisers, coming in at 18%. Interprac, Count, Alliance Wealth, Fortnum, and Lifespan had the largest numbers of new verified advisers join their AFSLs over the past 12 months. Overall ...

PGIM executive quits after less than two years

ELIZABETH FRY  |  FRIDAY, 27 OCT 2023
PGIM's head of Australia wealth Benjamin Price will step down less than two years after being appointed. The US$1.2 trillion asset management business of Prudential Financial has confirmed that Price will leave by the end of the year. However, people ...

Institutions must come to the table now: First Australians Capital

CASSANDRA BALDINI  |  FRIDAY, 27 OCT 2023
... risk assessment criteria often don't align with the needs of historically excluded populations lacking generational wealth and assets due to limited financial access. "So, there's a realisation, or almost a reckoning, within financial institutions ...

Russell Investments executes local leadership revamp

ANDREW MCKEAN  |  THURSDAY, 26 OCT 2023
... and London offices. Under Hampshire's direction, the firm engaged with a broad spectrum of clients, including sovereign wealth funds, pension funds, corporate superannuation, licensee groups, and financial advisers, while delivering a range of services ...

CFA final exam pass rate declines

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... three specialist pathways: portfolio management (the traditional version of CFA Level III), private markets, and private wealth. Weise said the specialist pathway recognises that CFA candidates and charterholders work in a wide variety of roles across ...

EG grows private wealth strategy

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... private debt market, EG Funds (EG) has appointed a director of business development to expand its fast-growing private wealth division. EG Private Wealth, spearheaded by director Rodney Walt, partners with private investors and family offices to uncover ...

ISPT hires development lead, offloads asset

JAMIE WILLIAMSON  |  THURSDAY, 26 OCT 2023
... years. Some of the projects he's worked on include Sydney's Barangaroo and the Queensland Gallery of Modern Art. "Tom has a wealth of experience delivering complex, city-defining development projects," ISPT chief investment and development officer Will ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... to the fund manager's investment insights and educational resources, empowering them to make informed decisions for wealth creation. The platform opens for early access today with its initial features; however, Betashares plans to "significantly ...

MEDIQ expands presence via merger

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2023
... firm Clayton, Dubilier and Rice for more than US$7 billion. In addition to MEDIQ, Focus owns Escala Partners and MISSO Wealth Management. Meanwhile, its subsidiary Connectus also owns several local firms, including Aspiri Financial Services Group, Brady ...