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Showing 2181 - 2190 of 9279 results for "wealth"

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
Investment Trends has launched its 2021 Platform Benchmarking and Competitive Analysis Report, with Netwealth receiving a near perfect score - just inching out HUB24. Assessed across more than 500 different criteria, Netwealth took the top spot in overall ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... executive general manager, advice Matt Brown; Centrepoint Alliance group executive, advice Paul Cullen; Fortnum Private Wealth group chief executive Neil Younger and Synchron director Don Trapnell. LifeBid has not launched its technology solution to ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... SFG's overall revenue of $79.1 million grew 51% year on year while after-tax profit of $2.6 million rose by 57%. Meanwhile, wealth management firm Prime Financial Group made $12.2 million in revenue in its half-year results, up 14% year on year ...

SMSF Association appoints chair

CHLOE WALKER  |  FRIDAY, 18 FEB 2022
... organisation since July 2019, and will replace Andrew Hamilton who is stepping down after two terms as chair. Hay-Bartlem brings a wealth of knowledge and experience about superannuation and SMSFs specifically, having practised in this area of the law ...

Mixed results for Netwealth

CHLOE WALKER  |  THURSDAY, 17 FEB 2022
... "As part of our ongoing commitment to these market segments, Netwealth will be launching a major upgrade to the Netwealth wealth accelerator service and adding a new non-custodial administration and reporting solution during Q4 2022," Netwealth said ...

PwC appoints insurance leader

CHLOE WALKER  |  THURSDAY, 17 FEB 2022
... to support the Financial Services practice," PwC Australia financial services leader Tom Gunson said. "Yoshiro brings a wealth of experience to the role and is well positioned to help our clients and the broader industry adapt to the changing landscape. ...

WealthO2, ROAR and NEO merge

ELIZABETH MCARTHUR  |  THURSDAY, 17 FEB 2022
Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ...

Sudden departure for CountPlus chief

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
... agreed "to assist with an orderly handover before his employment ends". In early 2017, Rowe took the reins at the ASX-listed wealth management group after working as its director since October 2016. Rowe is the former chair of the Financial Planning ...

SelfWealth adds crypto

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
... based on research around interest in crypto. "Our research tells us that Australians view crypto trading as a way to build wealth and secure their futures," she said. "We are pleased that our partnership provides access to that opportunity, alongside ...

What fund selectors want: Natixis

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
The latest Natixis Investment Management professional fund selector survey reveals what fund selectors at leading wealth management, private bank, and insurance platforms around the world are looking for. The survey asked 436 fund selectors what they ...