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Showing 1441 - 1450 of 9279 results for "wealth"

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
Perpetual Asset Management has appointed longstanding wealth operative Tom Loneragan as head of listed and direct. In this role, Loneragan will sit within the distribution and sales team and report to the firm's head of wealth, Lee Hopperton. The ...

Escala loses bid to restrain former executives

KARREN VERGARA  |  FRIDAY, 13 OCT 2023
Escala Partners failed in its bid to restrain two former senior executives who moved to LGT Crestone Wealth Management from working in financial services and soliciting clients. The Supreme Court of Victoria rejected Escala's application for interlocutory ...

HNWs increase digital engagement: Research

CHLOE WALKER  |  THURSDAY, 12 OCT 2023
... as well as a more friendly user interface," Guiamatsia said. Interestingly, the research found that the use of private wealth advisers has remained steady over the year. This steadiness is a positive development in contrast to the declining use of advisers ...

RBA's multi-channel approach curbs inflation

ANDREW MCKEAN  |  THURSDAY, 12 OCT 2023
... Kent said. "A rise in interest rates increases the discount factor and hence lowers asset prices and in turn household wealth." Moreover, for a "small open economy" like Australia, the exchange rate channel can be important. Kent noted that when interest ...

Ireland to create new sovereign wealth fund

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2023
The Irish government will establish the Future Ireland Fund to help meet costs of the future, including those posed by its ageing population, and is targeting €100 billion by the mid-2030s. Announced as part of the country's 2024 budget package, finance ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Financial Edge Group; and Bianca Musico of Warr Hunt. Meanwhile, Burcheart's Sacha Burchgart, Robin Sandover of The Wealth Designers, and PlanningSolo's Jordan Vaka are nominated for FAAA Adviser of the Year. Kathy Havers of Viridian Advisory ...

Private credit boom sweeps Australia

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
The private credit boom shows no signs of abating as a spate of wealth managers step into traditional lending practices once dominated by banks. But how long will its golden hour last? After a prolonged low-growth period, fund managers are swooping ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... second acquisition this year as it eyes strengthening its presence in Melbourne. Founded in 2015 by Jason Chew, Orange Wealth, which largely services Millennials out of South Yarra, joins Beaumaris-based Vista. The group now employs 20, comprising five ...

Peter Costello steps down from Future Fund

ANDREW MCKEAN  |  MONDAY, 9 OCT 2023
... the chair of the Future Fund. A formal, merit-based search is now underway for a new chair of the $250 billion sovereign wealth fund, with the government viewing future board vacancies as an opportunity to "refresh and renew" its leadership ranks. Treasurer ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... recipients include Zurich Assure financial adviser Kristen Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial Advice financial planner Trish Gregory, and Adele Martin - Money Mentor ...