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Showing 1911 - 1920 of 9279 results for "wealth"

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... leverage Envestnet | Yodlee's Consumer Data Right (CDR) accreditation under the CDR representative model to power its Your Wealth module. The partnership enables Lumiant to access real-time data from financial institutions. The open banking connections ...

Members want super funds to adopt crypto: Survey

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... survey said. Congruently research commissioned by Nickel Digital Asset Management found global institutional investors and wealth managers are starting to become more optimistic about the crypto market. Two-thirds of professional investors that collectively ...

Laureola Advisors launches new fund

CHLOE WALKER  |  MONDAY, 26 SEP 2022
... Laureola. "We certainly plan on growing our business in Australia," Wares said. "We already have a feeder fund for private wealth clients, which we attract business to from direct and private wealth firms. This is now our new launch into the institutional ...

GIC, Northwest buy $110m hospital

CHLOE WALKER  |  MONDAY, 26 SEP 2022
The Singapore sovereign wealth fund and NorthWest Healthcare Properties have purchased the Peninsula Private Hospital in Brisbane from Healthscope as part of a sale and leaseback deal. While Healthscope will continue to run the hospital, Northwest plans ...

Allianz Retire+ bolsters executive team

CHLOE WALKER  |  MONDAY, 26 SEP 2022
Andrew Stewart and Malcom Weir join the Allianz Retire+ team as its new head of distribution wealth and head of life protection. The three hires play a pivotal role in the firm's refreshed strategy, according to Australian chief executive Adrian ...

New ethical investing app has launched

CASSANDRA BALDINI  |  MONDAY, 26 SEP 2022
... month, depending on the balance. Newell said: "When I was young, there were only a handful of linear paths to improving your wealth. Having the tools at my fingertips to not only better understand my money, but how it impacts the world around me is the ...

George Lucas to depart Raiz Invest

ANDREW MCKEAN  |  MONDAY, 26 SEP 2022
... added that Lucas was instrumental in the identification and successful execution of market opportunities that provided wealth management pathways to Raiz's investors. Further, he remarked that these pathways allowed Raiz investors to access markets and ...

Female Excellence in Advice Award winner named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
... nominated were Kathy Havers from Viridian Advisory, Morgan Hayward of Yield Financial Advisory, Magdeline Jacovides from Mazi Wealth, Kathryn McDonald from Boutique Advisers, and Cara Williams of Sufficient Funds.

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Felicity Cooper from Cooper Wealth Management has taken out the title at the Association of Financial Advisers national conference. Cooper was named the winner of the award, which is sponsored by Zurich, at the AFA's annual gala dinner. The award ...

Future2 Foundation appoints co-general managers

CHLOE WALKER  |  FRIDAY, 23 SEP 2022
... in Australia and New Zealand. Commenting on the appointments, Future2 chair Julie Berry said: "Lucy and Maddie bring a wealth of complementary skills and experience in the not-for-profit sector across events, project management, sponsorship, marketing ...