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Showing 1551 - 1560 of 9279 results for "wealth"

Should wealthy Aussies use super to fund aged care?

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
Amid fresh concerns about funding Australia's ageing population, assistant treasurer Stephen Jones has responded to a new issues paper that suggests requiring wealthy Australians to use part of their superannuation for their personal aged care costs. ...

Bombora, Morrows partner on risk advice

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2023
... currently directors of Safeguard Life in Melbourne. Meanwhile, Laurel Moulynox, who serves as director of Morrows Private Wealth, said: "We are delighted to partner with Bombora to launch Morrows Risk Insurance. This collaboration allows us to harness ...

Trust trumps product advice: Research

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
... an adviser. It accounts for 54% of the trust people place in a financial adviser. Trust was found to increase with age, wealth, tenure, and financial literacy. Australian Retirement Trust said this may suggest that the more time a client spends with ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
Iress appointed two new leads for its Australia and New Zealand wealth businesses who will oversee client services and operations respectively. The ASX-listed firm named Amara Haqqani as its chief operating officer for wealth in Australia and New Zealand ...

Mayfair 101 calls for senate inquiry into ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 2 AUG 2023
... relation to another firm but, in postscript, flagged that he felt "Mayfair Platinum has a deep smell of BS", referred to IPO Wealth as "a likely Ponzi", and stated that his "spidey-sense is going off badly on this." The email was sent on the evening ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
Capital Partners Private Wealth Advisers has acquired Partnership Wealth Management. In a deal that was finalised yesterday, The Partnership Wealth Management team will merge with Capital Partners, joining a team of 41 which includes 13 wealth advisers. ...

Future Fund finds new chief investment officer

ANDREW MCKEAN  |  WEDNESDAY, 2 AUG 2023
... depth of talent in the Future Fund's investment team and represents continuity in the long-term focus of the sovereign wealth fund. "Ben brings a strong understanding of the Future Fund as a long-term investor. He has played an important role in supporting ...

New chief executive for retail super fund, platform

KARREN VERGARA  |  TUESDAY, 1 AUG 2023
... superannuation fund and platform provider has named its new chief executive as the incumbent retires after 12 years. Acclaim Wealth, formerly AMG Super, promoted Terry Constable as the new chief effective October 1. Constable joined the organisation ...

Integro Private Wealth welcomes GM

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
The Western Australia-based private wealth firm has appointed Claire Vinnicombe as its new general manager. Vinnicombe brings over 25 years of experience across a range of industries with expertise in people and culture, professional services, and management ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... albeit they're still two standalone offerings." CFS Edge was developed in collaboration with FNZ, a global leader in wealth management platforms. "FNZ deal with 100,000 advisers and manage over $2 trillion in Australian dollar assets, so partnering ...