Search Results | Showing 141 - 150 of 3005 results for "Wealth management" |
| | | Allianz Retire+ bolstered its wealth management operations, with two state managers joining the distribution team in recent times. Stephen Armstrong joined this month in the newly created role of state manager for Western Australia (WA) and South Australia ... |
| | | | AMP has made the chief executive role of its local wealth management business redundant as it restructures to a new operating model. Australian Wealth Management (AWM) will see chief Scott Hartley exit by the end of the year. "With the recent [AMP Capital] ... |
| | | | ... Australia's leading integrated accounting and wealth services providers and a major player in the future of wealth management in Australia," he said. "This strategic acquisition follows our recent brand transformation from CountPlus to Count and ... |
| | | | The Australian Financial Complaints Authority (AFCA) has shed light on what it considers systemic shortcomings in the superannuation, investment, and financial advice industries. The AFCA Systemic Issues Insights report identified multiple instances ... |
| | | | ... innovate and grow our business and will solidify our commitment to creating market-leading technology solutions for wealth management firms." Wamsteker added, with expertise in designing and implementing complex financial systems and delivering technology ... |
| | | | ... acquisition, it closed a seed funding round totaling $5.2 million following backing from Invest Blue and Savant Wealth Management. Invest Blue explained its investment in Lumiant follows its strategic partnership with outsourcing company Virtual Business ... |
| | | | ... intergenerational wealth transfers and new wealth emerge, family offices continue to gain traction as preferred wealth management vehicles due to the enhanced control and flexibility they provide. "This collaboration seeks to capitalise on the unique ... |
| | | | In a new podcast, HLB Mann Judd wealth management partner Michael Hutton says the plan to double concessional tax rates on super balances over $3 million has many pain points. Speaking with Financial Standard, Hutton said he is not a fan of the proposal ... |
| | | | ... and was most recently chief financial officer and head of business performance and risk management for global wealth management. He has held various leadership roles across finance in the US and Switzerland and will also be appointed to the group executive ... |
| | | | ... be chief executive of Managed Portfolio, and former Mine Super chief executive Harry Mitchell will head the Wealth Management division. In addition to these changes, Iress appointed Ana Smith as chief transformation officer, former Credit Clear chief ... |
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