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Showing 141 - 150 of 8183 results for "Wealth"

Investment managers embracing AI: Mercer

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... opportunity, cited as significant or very significant by 83% of managers. While healthcare (72%), financial services and wealth management (70%), legal services (66%), banking (64%), and insurance (61%) are the next-most-cited areas of opportunity for ...

Jo Townsend named chief executive of NZ Super

ELIZABETH FRY  |  WEDNESDAY, 27 MAR 2024
One of Australia's most experienced superannuation executives will take the helm of New Zealand's sovereign wealth fund, following Matt Whineray's departure late last year. Guardians of NZ Superannuation have appointed Jo Townsend as head ...

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... offering is not quite a natural fit or aligned to our role as the data and technology partner to the superannuation and wealth sector in Australia. After careful review and in collaboration with the QMV Legal senior team, we have mutually agreed that ...

Funds SA recruits from LGT

JAMIE WILLIAMSON  |  MONDAY, 25 MAR 2024
Funds SA recently welcomed a new head of technology, hiring from LGT Wealth Management. Simon Boyley has joined in the role, returning home from London where he spent seven years with LGT Wealth Management's IT team, most recently as head of technology. ...

Wholesale investor tests up for parliamentary review

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... of the most popular are the product value test whereby an investible asset is $500,000-plus. The other is the individual wealth test in which an investor has either net assets of $2.5 million or gross income of $250,000 per annum for the last two years ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
Allianz Retire+ has appointed Brendon Rodda to the role of chief distribution officer for wealth management. Rodda most recently oversaw the global wealth management distribution strategy at PIMCO as executive vice president. Allianz and PIMCO joined ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... Muslim community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan Wealth Management founding director Rokibul Islam said the solution, which is called Al-Mustaqbal Islamic SMSF, had been well received ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... male-dominated industries. "Women are accumulating their own assets and investments, while also benefiting from intergenerational wealth and Baby Boomer business transfers," the research said. "Together with higher divorce rates, especially among older ...

Funds SA asset allocation head to depart

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... lead the asset allocation program while he considered the organisation's future needs. Hallett led the quasi-sovereign wealth fund's asset allocation team for three years and was heavily involved in investment strategy development for Funds SA ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Hallinan has been at the forefront of the evolution of investment management in Australia for more than 30 years. "As private wealth investors shift focus from public to private market portfolio solutions, his experience will be invaluable for our clients," ...