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Showing 1931 - 1940 of 9279 results for "wealth"

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... superannuation and platforms, but that the same forces of disintermediation and divestment away from the advice sector by wealth managers have combined to impact not only the volume of FUM they serve, but its need for financial advisers. "Reinforcing ...

Australia ranks 40th for crypto spend

CASSANDRA BALDINI  |  THURSDAY, 15 SEP 2022
... Australia has been ranked 40 th on a global index that measures where the most people are putting the biggest share of their wealth into cryptocurrency. Chainalysis' 2022 Global Crypto Adoption Index said Vietnam holds the top spot for the second consecutive ...

NZ Super shifts $25bn to low carbon indices

RACHEL ALEMBAKIS  |  WEDNESDAY, 14 SEP 2022
... think-tank Global SWF which found the fund, with an 11.79% return over the past six years, was the top performing sovereign wealth fund globally. Gilmore said the fund would be reporting on progress towards net zero annually under a framework for the ...

Top concerns of the rich revealed: Survey

CHLOE WALKER  |  WEDNESDAY, 14 SEP 2022
... value of the family's assets (65%), preparing the next generation to transition into leadership roles as responsible wealth owners (51%) and managing transitions (43%).

Crescent Wealth invests in water rights

JAMIE WILLIAMSON  |  WEDNESDAY, 14 SEP 2022
... is investing in Australian water rights via Pinnacle's Riparian Capital Partners. The investments are held by Crescent Wealth's socially and environmentally responsible investment options in funds managed by Riparian, which invests in perpetual water ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper from Cooper Wealth Management, and Joseph Hoe from Wealthwise are in the running for the Adviser of the Year award. This month, the finalists ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... US in May and currently serves about 4000 families globally. It also recently received $3 million in funding from Savant Wealth Management. Savant has $13.5 billion in assets under management and, as Lumiant's first US customer, took a minority stake ...

Justin Greiner to leave JBWere

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
... February 2014. In addition to being chief executive of JBWere, for the last two years he has served as executive, private wealth. His decision was confirmed by a spokesperson for the firm, saying: "Under Justin's leadership, the business has developed ...

New executive director joins Clearway

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
... managers like LaTrobe Financial. "Sally has developed an extensive network of long-term relationships, particularly within wealth management," Clearway said. "These professional relationships with independent advisers, asset consultants, boutique advice ...

Superhero launches auto-invest capability

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
... available on Superhero, either Australian or US. The new feature is intended to make it easier for Australians to grow their wealth through investment, chief technology officer and co-founder Wayne Baskin said. "We know from recent investor research ...