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Showing 1781 - 1790 of 9279 results for "wealth"

ASIC bans mortgage broker for eight years

KARREN VERGARA  |  MONDAY, 27 FEB 2023
... working in financial services for eight years. Christine Betty Childs, who was the director of Think Money and Think Money Wealth Through Property, both of which are now in external administration, recommended clients invest in property via their superannuation ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... the synergies were expected to contribute to the second half FY23, and strongly into FY24. Last year, Clime acquired MTIS Wealth Management (MTIS) and Ralton Asset Management ; it said both acquisitions are in line with its strategic growth objective. ...

Aussie equities withstand test of time: Report

CHLOE WALKER  |  MONDAY, 27 FEB 2023
... largest financial futures and options exchanges in the Asia Pacific region," the report said. Credit Suisse Australia head of wealth management Michael Marr said that the yearbook shows what an unusual year 2022 was for returns. Unlike the previous 20 ...

TelstraSuper names financial advice lead

CHLOE WALKER  |  FRIDAY, 24 FEB 2023
... having previously spent close to two years as head of advice quality. She also held a raft of leadership roles within ANZ Wealth over the course of close to a decade. "Melinda has a genuine passion for quality advice and excellent service," TelstraSuper ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
... will receive $1.3 million in cash and acquire a 40% stake in Human Financial. For the half-year 2023 reporting period, the wealth management unit earned $10.9 million in revenue, declining 32% from the prior period. Funds under management dropped to ...

Equity Trustees records solid 1H23 result

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
... $155.5 billion. This is 4.4% higher than the prior half. AET contributed additional FUMAS of $6.8 billion. The Trustee and Wealth Services business saw a 10% growth in revenues, partially offset by adverse markets. There was a one-month contribution ...

TrustQuay, Viewpoint merge to accelerate change

CHLOE WALKER  |  TUESDAY, 21 FEB 2023
TrustQuay and wealth management solution provider Viewpoint have agreed to join forces to fast-track automation and digitalisation across trust, corporate and funds services. Through the collaboration, the companies will be able to scale up their professional ...

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... south," she said. Last month, JANA bought out the 45% interest owned by Insignia Financial, following its acquisition of MLC Wealth. It comes after the appointment of JANA's chief executive Georgina Dudley in December 2022. "Since the initial buyout ...

BlackRock cuts fees on iShares ETFs

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... reduction, particularly in a time of heightened inflation and volatile markets, is very pleasing." Meanwhile, BlackRock head of wealth Australasia Chantal Giles said: "The best outcomes for building wealth are achieved over decades of steady long-term ...

Knight Frank, Berkadia form international alliance

CHLOE WALKER  |  THURSDAY, 16 FEB 2023
... providing clients with access to the most active cross-border investors, international institutions, banks, and sovereign wealth funds. The platform spans all major capital hubs and sources of capital, including Asia Pacific, the US, Europe, the UK ...