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Showing 211 - 220 of 1243 results for "Wester"

Clime partners for $330m SMAs

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
Clime Investment Management has partnered with a managed accounts specialist to create a $330 million product. On December 2, Ralton Asset Management and Clime entered an exclusive agreement to combine their separately managed accounts businesses. The ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
Research house Lonsec has grown its sales team, including appointing a new head of sales. John Burton steps into the head of sales position. He was previously national sales manager at OnePath before more recently establishing his own wealth firm - ...

WA government seeks to improve WA's ESG outcomes

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
The McGowan government has released Western Australia's first-ever environment, social and governance (ESG) information pack to inform a broad range of investors considering the state as an investment destination. The pack has been developed primarily ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
The number of women working in the financial advice industry has dropped to 21% compared to 25% two years ago. Rainmaker's modelling of the September ASIC Financial Adviser Register shows that only one in five financial advisers out of the total pool ...

Active Super adds board director

JAMIE WILLIAMSON  |  THURSDAY, 11 NOV 2021
The $14 billion industry superannuation fund will welcome a new board director next month, appointed to a four-year term. Liverpool City Council's Nathan Hagarty will join Active Super's board on December 5 as an employer-nominated director. ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
Wealthwise continues to expand its presence, acquiring a 34-year-old financial advice firm. AZ NGA-backed Wealthwise has acquired Complete Financial Solutions, which provides holistic financial advice, as well as lending and mortgage broking services. ...

Tasmania remains best performing state: CommSec

ANNABELLE DICKSON  |  MONDAY, 25 OCT 2021
Tasmania has retained its status for the seventh consecutive quarter of having the best-performing economy in Australia, CommSec research shows. In the stockbroker's latest State of the States report, the ACT has retained is second place position ...

What family offices want: Report

ELIZABETH MCARTHUR  |  TUESDAY, 19 OCT 2021
KPMG Australia and The Table Club have produced a new report revealing how much growth family offices expect from investments and what they want from investment managers. The report found that the average wealth of an Australian family office is $1.12 ...

Capstone drops jailed adviser

KARREN VERGARA  |  FRIDAY, 15 OCT 2021
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final. Financial adviser and broker Mark Babbage ...

IAM Funds names inaugural chief

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
The company formerly known as Cashwerkz appointed a chief executive for its asset management business, IAM Funds. Jonathan Baird will lead IAM Funds, a subsidiary of Income Asset Management Group, in the newly created role. Baird will also join IAM ...