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Showing 2161 - 2170 of 9279 results for "wealth"

William Buck appoints new director

CHLOE WALKER  |  FRIDAY, 11 MAR 2022
The firm has recruited Michael Rees-Evans to help drive the continued development of the wealth advisory team. Rees-Evans, who trained as a chartered accountant before moving into financial advice in 2002, will assist with William Buck's future capabilities ...

Hejaz Financial Services partners with outsource Financial

CHLOE WALKER  |  FRIDAY, 11 MAR 2022
... "Australian Muslims are typically well-educated, have good jobs and are good savers, so no wonder they are increasingly demanding wealth management and property finance products that are aligned with their faith," Hejaz Financial Services chief operations ...

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
... said its Bluedoor technology will improve advisers' efficiency and help them manage operating costs. Bluedoor is used by wealth managers and superannuation funds. Last October, the Australian Catholic Superannuation and Retirement Fund partnered with ...

Super Fierce targets gender wealth gap

JAMIE WILLIAMSON  |  TUESDAY, 8 MAR 2022
The scalable advice platform aimed at addressing the gender wealth gap has officially launched this International Women's Day, with narrowing the superannuation its primary focus. The Super Fierce platform primarily compares superannuation products ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... indexing. "I really can't see it happening in the short term, but it's a possibility, as investors do grow their wealth," he says. "Currently, the ETF market is within the product proliferation of innovation, and that's going to be a natural ...

WealthO2 hires five to focus on tech solutions

CHLOE WALKER  |  MONDAY, 7 MAR 2022
The hires were across the firm's distribution, risk, compliance, and development teams. Joining from BT Financial Group, Justin Ahrens has been appointed as head of risk management, alongside Kay Hurst from Westpac as program delivery manager and ...

Moomoo launches down under

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... "Moomoo's intuitive design makes it simple and achievable for all Australians interested in taking control of their own wealth building to invest in shares and ETFs locally and overseas in key markets." The platform is owned and operated by Moomoo Inc. ...

More UHNWIs than ever: Report

CHLOE WALKER  |  WEDNESDAY, 2 MAR 2022
... 52,000 people entering the fold. North America saw the largest increase with 12.2% while Africa saw the only decline in wealth. Based on the data, Knight Frank expects the number of UHNWIs around the world to grow a further 28.3% by 2026. Meanwhile ...

Impact manager bolsters team

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 MAR 2022
... manager has appointed a new chief operating officer as it builds out its impact portfolio business. Alex Wise has joined Wealth of Nations Impact Asset Management (WON-IAM) as chief operating officer. He joins from Castle Hall where he worked in the ...

EG, SIGMA to deliver Tasmanian distribution facility

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
... September 2022. This latest investment opportunity has been offered to EG's wholesale investors on behalf of its private wealth division for the Long WALE Property Trust No. 3. "The ability to partner with a quality customer such as Sigma to deliver ...