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Showing 2301 - 2310 of 9279 results for "wealth"

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
... played a big part in Financial Momentum choosing to rejoin us," he said. Newcastle-based financial advice firm Serendipity Wealth Advisors joined Count Financial in October. Serendipity launched in February 2021 by directors Christine Lusher and Norma ...

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... move, ASIC has commenced six civil penalty proceedings against Westpac for widespread compliance failures in its banking, wealth, superannuation and general insurance businesses. The six matters filed relate to charging fees to deceased customers; distributing ...

Maple-Brown Abbott adds distribution role

CHLOE WALKER  |  MONDAY, 29 NOV 2021
... equity, Asian equity and global emerging markets equity capabilities. Srinivasan, who has more than 20 years' experience in wealth management, was most recently head of strategic accounts at Colonial First State (CFS). Chief executive and managing director ...

Economic recap: Week to November 26

BENJAMIN ONG  |  MONDAY, 29 NOV 2021
... a gentle rise in interest rates seems to be the better alternative than being placed in lockdown anew. Health truly is wealth.

AMP flags $325m performance hit

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... are mainly non-cash and related to legacy issues. In its September quarter update, the group reported mixed results. The wealth management business saw $1.4 billion in outflows while the North platform swelled by $1.7 billion. Wealth management assets ...

Director appointment, retirement at Raiz Invest

CHLOE WALKER  |  FRIDAY, 26 NOV 2021
... and Malaysia operations and are poised to enter the Thai market," Kalman said. "Raiz is a great success story among the wealth management fintech start-ups in Australia," Grimshaw said. "Not only has it established a firm foothold in the Australian market ...

IOOF moves forward with rebrand

KARREN VERGARA  |  FRIDAY, 26 NOV 2021
... people from across three heritage businesses with a common purpose and ambition." IOOF completed its acquisition of MLC Wealth in May this year, effectively doubling its funds under management to about $494 billion. The MLC brands it acquired will retain ...

Morningstar appoints head of business development

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
... and will remain with Morningstar. Bryant has an extensive track record in leadership roles across financial advice and wealth management, and brings a deep knowledge of advice and the needs of advisers. Prior to this role, Bryant held executive roles ...

Fortnum hires engagement and growth leads

KARREN VERGARA  |  THURSDAY, 25 NOV 2021
Fortnum Private Wealth made two senior hires who will oversee practice engagement and growth for the AFS licensee. Brisbane-based Simon Wright and Sydney-based Jaimie Ramsey joined Fortnum as practice engagement and growth managers as part of the licensee's ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... hype surrounding them. MLC Asset Management head of investment consulting (managed accounts) Brent Bevan, Fortnum Private Wealth chief executive Neil Younger and BT Financial Group head of platform distribution Chris Mather discussed whether managed ...