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Showing 1651 - 1660 of 9279 results for "wealth"

Allianz Retire+ strengthens distribution team

ANDREW MCKEAN  |  MONDAY, 29 MAY 2023
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 restructures wealth management, chief exits

KARREN VERGARA  |  MONDAY, 29 MAY 2023
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] ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... change from CountPlus. "The Affinia acquisition positions Count as one of 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 ...

Future Fund adds to investment team

ELIZABETH FRY  |  FRIDAY, 26 MAY 2023
... with the hire of Toby McMillan as director of unlisted property. McMillan arrives from the $60 billion quasi-sovereign wealth fund Victorian Funds Management Corporation. McMillan worked at VFMC for more than 12 years, most recently as a senior property ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN  |  TUESDAY, 23 MAY 2023
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 ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... work with our dedicated team and the advisers and practices who have entrusted us to be the custodians of their clients' wealth, as we invest in our award-winning BT Panorama platform," Brown said.

Blackwattle Investment Partners debuts

CHLOE WALKER  |  TUESDAY, 23 MAY 2023
Backed by some of Australia's wealthiest families, Sydney-based equities boutique Blackwattle Investment Partners is open for business. Blackwattle Investment Partners has launched with over six years of capital backing and plans for four fund launches ...

'Kick down the road' mentality fuels retirement insecurity: Study

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... research and management and tax savvy planning - areas that DIY investors can often overlook and can add enormous value to wealth creation over time." "Quantifying this, our projections demonstrate the value of advice where Aussies stand to gain 8% to ...

Vanguard restructures retail unit, creates executive roles

KARREN VERGARA  |  FRIDAY, 19 MAY 2023
... will return to the US later this year. "We've spent the past few years building out a high quality, low cost, whole-of-wealth solution for all Australians, while continuing to enhance our offer to financial advisers," Vanguard Investments Australia ...

Top ETF megatrends: Global X

ROSE MARY PETRASS  |  FRIDAY, 19 MAY 2023
... investors' portfolios because they identify long-term structural trends and leverage those trends to enable investors to build wealth over time," said Blair Hannon, head of investment strategy. It is important for ETF providers to be at the forefront ...