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Showing 1871 - 1880 of 9279 results for "wealth"

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
... industry. Interestingly, there is one entrant who has featured in all nine Power50s Financial Standard has curated. Atlas Wealth Management's Brett Evans is a force for good in the industry, particularly when it comes to financial advice for expats. ...

Credit Suisse restructures investment bank

JAMIE WILLIAMSON  |  FRIDAY, 28 OCT 2022
... business will see its cross-asset investor product capabilities, equities, FX and rates access closely aligned to the group's wealth management and Swiss banking functions, while remaining committed to institutional clients. The Markets business will ...

Future Fund proves resilience to market shocks

ANDREW MCKEAN  |  THURSDAY, 27 OCT 2022
... a return of -0.6% for the first quarter of the financial year, while developed listed markets fell 5.2%. The sovereign wealth fund's assets under management (AUM) are now $193 billion, falling by $1.25 billion over the quarter. Future Fund chair Peter ...

Australia among top 10 financially inclusive markets: Research

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... toward the lower end. The findings suggested financial inclusion may be a powerful indicator of next-generation capital wealth markets and found a correlation between high-scoring countries performing well in other social factors. "The Index provides ...

Vanguard appoints chief financial officer, dumps brokerage fees

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... about lowering the cost of investing while launching new features that will support investors in building their long-term wealth and we look forward to providing more specific details in due course," concluded Gopal.

Brighter Super hires former Sunsuper investment manager

ELIZABETH FRY  |  MONDAY, 24 OCT 2022
... "We are delighted to welcome Jason into the investment team as head of Fixed Interest, Credit and Cash. Jason brings a wealth of experience to the team and adds to its depth of knowledge," said Brighter Super head of listed equities and ESG Fiona Mann. ...

Retirees are silent casualties of inflation: Challenger

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... report's author, Challenger head of retirement income Aaron Minney says that many must now rethink their whole approach to wealth management. "Given retirees have to make their money last, on average, for around 24 years compared to 13 years in the ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... crises, estate planning, and death. The report shows that an adviser's contribution to the success of their client's wealth building journey is more than what can be quantified. Only 55% of Australians are considered financially literate, but ...

Advisory group appoints head of investment strategy

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
Providence Wealth Advisory Group recently welcomed a former sovereign wealth fund executive as its head of investment strategy. Marc Wait has joined the group in the role, based in Sydney. He was most recently head of treasury at the Emirates' Sovereign ...

Separation of ANZ P&I business completes

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
... were separated from ANZ. "This is a momentous achievement for our organisation and the industry as major banks exit from wealth management to simplify their businesses. We're thrilled to have successfully completed the P&I cutover and separation, and ...