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Showing 1761 - 1770 of 9279 results for "wealth"

Advice tech firm officially launches local operations

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... business in Australia. The solution took over 20,000 days to develop, he added. "... intelliflo office is the backbone of the wealth sector in the United Kingdom," he said. "This solution provides local advisers access to advice services online and streamlines ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... This is made more complex by the facts that women earn lower incomes, plan and save less for retirement, accumulate less wealth, invest less in risky assets than men, are less confident in financial decisions and have lower literacy skills. A study by ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... boutique financial adviser has approximately $400 million of funds under advice (FUA) and will add strategic value to TIP Wealth. Founded in 2010, Enva is based in Adelaide with a satellite office in the Sunshine Coast and offers financial planning ...

Australian Unity kicks off capital raise

CHLOE WALKER  |  TUESDAY, 7 MAR 2023
... very high 98% occupancy and its weighted average lease expiry is 16.4 years." Meanwhile, Australian Unity chief executive wealth and capital markets Esther Kerr-Smith said the strong, ongoing interest from investors is a demonstration of Australian Unity's ...

AustralianSuper invests in build-to-rent-to-own affordable housing

ANDREW MCKEAN  |  TUESDAY, 7 MAR 2023
... life. However, as AustralianSuper chief executive Paul Schroder acknowledged at the Australian Financial Review Super and Wealth Summit, investing in affordable housing isn't easy. "Does it [affordable housing] normally stack up? No, it doesn't. ...

PGIM hires new Australia, NZ head for IRG

CHLOE WALKER  |  MONDAY, 6 MAR 2023
... manager to oversee a key Asia Pacific strategy. It also expanded its Australian business into the wholesale and private wealth markets last year, with the appointment of Benjamin Price as head of Australia Wealth. "The opportunity for PGIM in the region ...

Allan Gray transfers platform, exits super

JAMIE WILLIAMSON  |  MONDAY, 6 MAR 2023
... its core funds management business. Effective April, Allan Gray will transfer the Allan Gray Solutions platform to OneVue Wealth Services. The platform includes Allan Gray Superannuation and Retirement and Allan Gray Investments. Following the transfer ...

UBS names industry veteran as Australasia chair

CASSANDRA BALDINI  |  MONDAY, 6 MAR 2023
... non-executive chair of Australasia. Maxsted steps into the position effective immediately and is based in Melbourne. He brings a wealth of corporate and board experience to UBS, formerly serving as non-executive director and chair of Westpac, Transurban ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
... and identity. Focus has bought up several advice businesses in Australia in recent years, namely Escala Partners, MISSO Wealth Management and MEDIQ Financial Services. Its subsidiary Connectus also owns several local firms, including Aspiri Financial ...

Lazard Asset Management creates family office division

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
... management, risk management and family office services into the one offering. "Demand for sophisticated and innovative wealth management solutions is increasing as family offices navigate the ever-changing markets and economic environment," LAM chief ...