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Showing 1771 - 1780 of 9279 results for "wealth"

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... managed by Lifespan Financial Planning's investment committee, while the solution is underpinned by OpenInvest. Meezan Wealth Management founding director Rokibul Islam explained the solution was established in response to demand from Australian Muslims ...

UHNWs wealth in decline: Report

CHLOE WALKER  |  THURSDAY, 2 MAR 2023
Challenging markets saw most ultra-high-net-worth individuals' (UHNWI) wealth decline last year, with their collective wealth globally falling by 10% or $14.9 trillion, according to Knight Frank's 2023 Wealth Report. The report, now in its 17th ...

ART appoints new board, investment committee members

ANDREW MCKEAN  |  WEDNESDAY, 1 MAR 2023
... $240 billion on behalf of 2.2 million members who trust us with their retirement savings, these new appointments bring a wealth of experience in investment markets, and in critical areas of focus and opportunity." "The collective national and international ...

Advice group launches CRM software

KARREN VERGARA  |  WEDNESDAY, 1 MAR 2023
FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ...

Government to double tax for high super balances

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
The government will double the concessional tax rate for superannuation balances over $3 million, affecting 80,000 people or 0.5% of super accounts. Commencing 2025/26, superannuation earnings in the accumulation phase that exceed $3 million will face ...

What "wealthy" means to Australians: AMP

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
Australians' definition of wealth has evolved from homeownership to financial flexibility for pursuing passions and supporting loved ones. According to a report by AMP and demographer Bernard Salt ' What wealthy means to Australians in 2023 ...

SMSF sector hit the reset button: Research

CHLOE WALKER  |  TUESDAY, 28 FEB 2023
... said. "But they clearly still see them as a very good place to store their vast amounts of family-owned superannuation wealth."

Countplus grows advice arm, discontinues Wealth Axis

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2023
Countplus reported growth in advisers of 13% in the first half and a 17% increase in wealth segment revenues, while also announcing it will discontinue Wealth Axis' operations. Filing its 1H23 results with the ASX this morning, Countplus' revenues were ...

Diverger highlights M&A progress, pipeline

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2023
... run rate on the FY25 M&A target following the acquisitions of AFSL Compliance, Priority Networking, and 35% of McGregor Wealth Management in the period. This saw it acquire $4.1 million in revenue; it's FY25 upper target is $5.3 million. It said negotiations ...

HESTA hires from MLC Super for GM role

ELIZABETH FRY  |  MONDAY, 27 FEB 2023
... growth and transformation for the fund,' said Sally Collins, HESTA chief financial officer. "With deep expertise across wealth and super, Wendy is a proven leader with over 20 years' experience in overseeing major business change initiatives ...