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Showing 1 - 10 of 1643 results for "Young"

How to win in today's wealth management industry: EY

ANDREW MCKEAN  |  WEDNESDAY, 24 APR 2024
... in the wealth management industry, leaders must conquer several "underlying challenges" by 2030, according to an Ernst & Young (EY) report. "Overcoming these challenges is vital if wealth managers are to create value for clients, stakeholders, and society ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's ...

Finalists named in annual MAX Awards

JAMIE WILLIAMSON  |  MONDAY, 22 APR 2024
... time, this year will see the Rising Star of the Year crowned by Financial Standard. This award will be presented to the best young sales professional working for an investment management firm in a distribution or business development role. Nominated ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ...

UniSuper selects new group insurer

JAMIE WILLIAMSON  |  WEDNESDAY, 17 APR 2024
After more than a decade in business, UniSuper has dropped TAL as its group insurer. The $135 billion superannuation fund has called time on its relationship with TAL, which began in November 2013. Effective June 1, MetLife will serve as group insurer ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
Brisbane-based financial advice firms Eureka Whittaker Macnaught (EWM) and Blue Harbour Financial Partners, which are part of AZ NGA, have announced their merger. The merged entity will operate under EWM chief executive and co-founder Greg Cook and ...

ETF market to soar 30%: State Street

KARREN VERGARA  |  TUESDAY, 9 APR 2024
Australia's exchange-traded fund (ETF) sector is tipped to rise 30% in 2024, buoyed by passive equity and fixed income products, State Street predicts. Tim Helyar, the country head for Australia at State Street, said the forecast is based on discussions ...

Rest teams up with Fidelity to launch new fund

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
Rest has announced it is further diversifying its industrial property and impact investment allocations by signing on as a cornerstone investor in Fidelity International's Fidelity Real Estate Logistics Climate Impact Fund (LOGICs). The LOGICs fund ...

Senate Committee endorses Superannuation Objective Bill

ANDREW MCKEAN  |  WEDNESDAY, 3 APR 2024
... contribute to public trust and confidence. AustralianSuper asserted the Bill would promote intergenerational fairness, ensuring young people don't experience higher tax obligations to fund the Age Pension. The Australian Council of Trade Unions (ACTU) ...

Aware Super chair named governor-general

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... of Citibank Australia. Mostyn has also chaired multiple not-for-profit boards, including Beyond Blue, the Foundation of Young Australians, Australians Investing in Women, Ausfilm and the Australian National Research Organisation for Women's Safety ...
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