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Showing 1421 - 1430 of 9279 results for "wealth"

ASIC loses case against Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2023
... accepted", saying that it "overlooked the detailed web of mutual obligations" on which Diversa's arrangements with its Wealth and Super AFSLs were based. In response, ASIC said it is carefully reviewing the outcome. "ASIC pursued this case as part ...

Superhero announces strategic hires

CASSANDRA BALDINI  |  TUESDAY, 24 OCT 2023
The fintech and wealth management platform has made three key hires as it prepares to unveil a series of initiatives in the coming weeks. Superhero has named Kimberly McAvoy, the former head of superannuation projects at Vanguard Australia, as its head ...

Morningstar eyes super space with new hire

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
... offerings in the superannuation market, extending to profit-to-member funds. He boasts an "extensive track record" of scaling wealth-focused businesses, from nurturing start-ups to spearheading new strategic initiatives within global institutions. Hoven's ...

AMP names super, investments lead

KARREN VERGARA  |  TUESDAY, 24 OCT 2023
... savings in retirement." Her appointment is part of AMP's recent restructure of its executive line-up after Australian Wealth Management (AWM) chief Scott Hartley resigned from the role in May, to exit by the end of the year. In July, Edwina Maloney ...

abrdn's Brett Jollie lands new gig

ELIZABETH FRY  |  MONDAY, 23 OCT 2023
Former abrdn Australia chief executive Brett Jollie has landed a new role at a specialist investment and wealth management consultancy. Jollie has joined the leadership team at KONU, founded by former State Street operating chief Paul Toepfer and former ...

Future Fund hires from ART

ELIZABETH FRY  |  FRIDAY, 20 OCT 2023
An Australian Retirement Trust infrastructure specialist has taken up a new role at Australia's sovereign wealth fund. Maria Guo joined ART as senior portfolio manager from Sunsuper, where she worked four years as an investment manager before its ...

Alpine Capital launches in Melbourne

CHLOE WALKER  |  FRIDAY, 20 OCT 2023
... stockbroking giant Wentworth Securities (Wentworth) to launch Alpine Capital, an emerging company advisor, stockbroker, and wealth management platform. The new team at Alpine Capital includes RE Capital Advisory founders Charles Reed and James Emerson ...

AAT overturns ASIC ban on investment guru

CASSANDRA BALDINI  |  FRIDAY, 20 OCT 2023
... after ASIC found she was claiming to hold AFS and credit licences that she did not. The licence for her company Master Wealth Control, which traded as DG Institute, was cancelled in 2021 on the basis that the business had not engaged in credit activity ...

Mass-affluent population key to insurer sustainability: Report

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... policyholders and their beneficiaries is a "strategic necessity." This is how insurers will remain relevant amid the great wealth transfer, Capgemini said. The report suggests insurers prioritise affluent and mass-affluent consumers who hold about 39% ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... investor solutions before transitioning to general manager of distribution. In 2016 he was named group general manager, wealth management, before taking on the top job in an acting capacity following the fallout from the Royal Commission in 2018. In ...