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Showing 2111 - 2120 of 9279 results for "wealth"

Pallas Capital strengthens distribution team

CHLOE WALKER  |  THURSDAY, 28 APR 2022
... remain focused on building our HNW client business, this year will see a greater focus on growing our market share in the wealth planning and institutional space." ​ ​

Crestone appoints deputy chief investment officer

JAMIE WILLIAMSON  |  WEDNESDAY, 27 APR 2022
The former chief investment officer of Energy Super joined the investments team at Crestone Wealth Management this week. Kevin Wan Lum taken up the post as deputy chief investment officer at Crestone, reporting to chief executive Michael Chisholm. He ...

Fitzpatricks expands QLD presence

JAMIE WILLIAMSON  |  TUESDAY, 26 APR 2022
Fitzpatricks Private Wealth has grown its network, adding a Fortitude Valley practice. Rothgard Financial Partners has officially joined the dealer group, having worked closely in recent years to pivot the former towards the private client market. Rothgard ...

JBWere shakes up leadership

ELIZABETH MCARTHUR  |  TUESDAY, 26 APR 2022
... accountability for the JBWere Australia's business including leading the team in Australia and key relationships across the private wealth and broader NAB group. "I am very excited to step into the role of executive JBWere Australia and contribute to ...

Westpac giving away BT super business

ELIZABETH MCARTHUR  |  FRIDAY, 22 APR 2022
... that the bank intends to retain its share broking and margin lending businesses given the demand from consumer and private wealth clients. The share broking business will now fall under, and be reported in, the bank's consumer division rather than its ...

Caddick's husband chases payday

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 APR 2022
... former hairdresser husband of missing, presumed deceased, fraudster Melissa Caddick is continuing to pursue a stake of the wealth Caddick dishonestly amassed - despite ASIC attempting to claw back funds for victims. Anthony Koletti has been married to ...

HESTA appoints chief financial officer

ELIZABETH MCARTHUR  |  TUESDAY, 19 APR 2022
... chief executive Debby Blakey welcomed Collins to the role, saying her 25 years of experience in the financial services and wealth management industries will be valuable to the fund. "Sally brings extensive experience from senior roles in a range of global ...

Mayfair sues Mission Beach lender

ELIZABETH MCARTHUR  |  THURSDAY, 14 APR 2022
... Financial Services and the $30 million penalty handed down to Mayfair companies. In March 2021, the court found Mayfair Wealth Partners and Online Investments (trading as Mayfair 101), M101 Nominees Pty Ltd and M101 Holdings Pty Ltd engaged in misleading ...

Former ClearView executive in new role

CHLOE WALKER  |  WEDNESDAY, 13 APR 2022
... expertise will strengthen the group's commitment to new and existing practices within the Lifespan community. "Tony has a wealth of experience in the financial planning space, and in growing and managing self-licensee businesses," Ardino said. "We are ...

3000 advisers left industry last year

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 APR 2022
... Financial Adviser Register has now completely evaporated. Independence continues as a trend, with the big banks now out of wealth. Almost two-thirds of financial advisers, 62%, are now non-aligned. This leaves 38% who are associated with aligned AFSLs. ...