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Showing 1801 - 1810 of 9279 results for "wealth"

Rest appoints head of property

ELIZABETH FRY  |  MONDAY, 6 FEB 2023
... portfolio," said a Rest spokesperson. "Andrew will further strengthen the expertise in our investments team and brings a wealth of experience to overseeing this important asset class, including working both internationally and in Australia for leading ...

AZ NGA buys stake in Melbourne advice firm

CHLOE WALKER  |  MONDAY, 6 FEB 2023
... partnering with accounting and advice firm McLean Delmo Bentleys. McLean Delmo Bentleys employs approximately 90 staff across wealth management, accounting, and auditing. As part of the Bentleys Network, the business also has over 2000 clients. The deal ...

Adviser sentenced over accessing client accounts

CHLOE WALKER  |  FRIDAY, 3 FEB 2023
... financial advice. He had been licensed by Dover Financial Advisers until it closed down in July 2018, at which time Picture Wealth was appointed to service his clients. Wertheimer was sentenced to a total of 18 months' imprisonment and fined $5000 ...

AMP completes infrastructure equity business sale

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
... announcement, AMP said the completion supports its strategic objective to simplify its portfolio and focus on retail banking and wealth management operations in Australia and New Zealand. Further, AMP chief executive Alexis George said the completion ...

All financial advice should be tax deductible: FPA

CASSANDRA BALDINI  |  FRIDAY, 3 FEB 2023
... tax treatment results in the benefits of available deductions for ongoing advice being skewed toward those of higher net wealth and who can already afford it. "Increasing the accessibility and affordability of financial advice for all Australians, particularly ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
... advisers feeling burdened by excessive regulation, leading them to increase fees or leave the profession. Banks, insurers, wealth managers, and superannuation funds are also struggling with the uncertainties and disproportionate risks in the law, causing ...

Norwegian wealth fund reports -14.1% return

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2023
Norway's Government Pension Fund Global finished 2022 down a record $222 billion, saying it was a "very unusual year". The oil fund recorded the biggest loss in its history. Its previous largest loss was in 2008 amid the Global Financial Crisis when ...

Maple-Brown Abbott selects UK, Europe distribution partner

CASSANDRA BALDINI  |  WEDNESDAY, 1 FEB 2023
... will allow the investment funds, regulated at the European level, to be distributed to a broader range of buyers including wealth managers, family offices and private banks. "We are aiming to build on our existing presence across the UK and Europe for ...

Fintech predictions for 2023: Finura

CASSANDRA BALDINI  |  TUESDAY, 31 JAN 2023
... Group said it expects to see six key themes emerge this year for technology in the financial services industry. In its Wealth Tech Predictions 2023 report, the global technology consultant said wealth professionals are confronted with both headwinds ...

AMP warns $68m impairment expected

CASSANDRA BALDINI  |  WEDNESDAY, 25 JAN 2023
... liquidity. This action will help to ensure we are well positioned for the future, to deliver on our strategy as a focused wealth management and retail banking business in Australia and New Zealand." The results will be announced next month.