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| | | Story Wealth Management Anne Graham has exited the business she co-founded to join Kearney Group, bringing along her book of clients. Graham is now a partner - integrated advice of Kearney's private wealth unit. Graham co-founded Story Wealth in 2016 ... |
| | | | ... Adviser of the Year and Right Advice was named Boutique Advice Firm of the Year. Meantime, Ryan James of Sonder Advisory Group was named Rising Star of the Year and The Hopkins Group took out Holistic Advice Firm of the Year. In funds management, BT's ... |
| | | | ... the wealth manager this month after spending more than two years as ClearView's chief risk officer, where she led the group risk and compliance team. "Cloe is a high-calibre appointment who further strengthens AMP's Super and Investments team ... |
| | | | ... fund (ETF) provider's best three ideas for constructing portfolios in alternative ways at a conference hosted by Activam Group. The first idea is equity thematics, which intend to capture, with a specificity of focus, certain equity areas that have tailwinds ... |
| | | | Reserve Bank of Australia (RBA) governor Michele Bullock has doubled down on keeping interest rates on hold for the remainder of this year, despite market expectations for a cut before Christmas. Speaking at the Anika Foundation Fundraising Lunch, Bullock ... |
| | | | ... increasing its stake since July 2021, Apollo has now reduced its shareholding from 20.1% to 9.9%. As a result, MS&AD Insurance Group becomes Challenger's largest shareholder at 15.1%. A spokesperson for Challenger said Apollo has decided to "redeploy ... |
| | | | Speaking at Activam Group's act Conference today, AMP deputy chief economist Diana Mousina said economists can no longer rely on traditional economic indicators to make accurate predictions. Mousina noted that many economists have been predicting a ... |
| | | | ... it's been very difficult for investors in the private wealth space to qualify for private equity investments," Partners Group head of private equity business unit Toby Mannock said. "Equally, it's being locked up for long periods of time, that ... |
| | | | Fitzpatricks Financial Group named a new chief executive to replace Jodie Blackledge. Andrew Fairweather is the new leader of the wealth group, commencing in the role on August 14. Blackledge stepped down after four years in the top job and a total ... |
| | | | ... about 247,000 for sheep wool, meat, and cattle operations. Over 10 years, AFA has returned 16% annually on average. Bell Group Holdings (BGH), which is the parent company of Bell Financial Group (BFG), Bell Securities, and Bell Asset Management, has ... |
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