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Showing 2191 - 2200 of 9279 results for "wealth"

Infocus adds four practices to network

KARREN VERGARA  |  WEDNESDAY, 16 FEB 2022
Infocus added four new financial advice firms to the fold, including welcoming Victoria Devine's Zella Wealth. The non-aligned dealer group also brought to its network Toowoomba-based Healy Financial led by Matthew Healy; Shiva Saberi's Timeless ...

NAB tops bad advice compensation bill

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... $1.2 billion - the highest liability among the major financial institutions. While NAB Financial Planning and NAB Private Wealth have remediated most of this amount with respect to fees for no service misconduct, NAB's former subsidiaries have not. ...

Crestone awards back-office, trade execution mandate

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Crestone Wealth Management selected FinClear to manage its trade execution and settlements functions. In choosing FinClear, Crestone chief executive Michael Chisholm said he was impressed with its capabilities, technology, and commitment to security. ...

CFA Institute says focus on culture

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... doing good for the benefit of society more. "The fact that investment professionals prioritise impact and purpose over wealth may be a surprise to many, given they manage a huge amount of wealth on behalf of society. But the trend was clear..." Carroll ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... services and mission." Crole added that Sequoia will continue to seek acquisition opportunities of financial advice and wealth management businesses that are cashflow positive, profitable, and merging them into the group. "Sequoia's Wealth division will ...

Nucleus Wealth adds director

ELIZABETH MCARTHUR  |  MONDAY, 14 FEB 2022
Nucleus Wealth chief operating officer Shelley George has been appointed director for the wealth firm. Nucleus Wealth founder and chief investment officer Damien Klassen commented on the new appointment. "Shelley has been with the company for over two ...

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... goals including building an income stream, balancing growth and risk, and maximising their savings to avoid outliving their wealth, it is an understanding of client attitudes and beliefs that can be most valuable to advisers." Super Consumers Australia ...

Investors Mutual appoints strategic relationship manager

CHLOE WALKER  |  FRIDAY, 11 FEB 2022
... groups. Bowen joins IML from global manager PineBridge Investments, where he was vice president, wholesale, and private wealth, responsible for relationships with asset consultants, brokers and private wealth networks across Australia and New Zealand. ...

AMIST criticised for SPC investment

ELIZABETH MCARTHUR  |  THURSDAY, 10 FEB 2022
... of SPC raises serious governance concerns," the wage theft victims group said. Shahin also sits on the board of Crescent Wealth. The class action against OTR is ongoing, with the Federal Court approving a timeline for proceedings in December 2021.

AMP reports $252m loss

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
While AMP's financial advice and wealth management units show signs of recovery, the group ultimately reported a massive $252 million statutory loss in its full-year financial performance. Underlying net profit after tax, however, was up 53% to ...