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Showing 2321 - 2330 of 9279 results for "wealth"

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
... participants are Vincent O'Neill, chief executive of Stanford Brown, and Neil Younger, managing director of Fortnum Private Wealth. Representatives from industry heavyweights BlackRock Australia, BT Financial Group, HUB24, Macquarie, Mercer, MLC ...

Saxo taps Bell Direct, IOOF talent

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
... professional traders and investors access to global markets for a number of years now and are looking to extend our focus on wealth and asset management products. "Both Jessica and David bring the experience and energy we're looking for to continue to ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... Advisers Network (33%), AMP Financial Planning (19%), Charter Financial Planning (18%), Morgans Financial (15%), Merit Wealth (30%), Synchron (17%), Capstone (24%), Commonwealth Financial Planning (37%), RI Advice (23%) and Consultum (17%) have the highest ...

ClearView, Manulife to launch retirement products

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
ClearView has entered a strategic partnership with Canadian wealth firm Manulife Investment Management to launch a range of products with an immediate focus on retirement income solutions. The two firms signed a memorandum of understanding to partner ...

High-net-worth investors richer, optimistic

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
Australia's high-net-worth (HNW) investors have multiplied in size and wealth, controlling $2.77 trillion in investable assets, new research shows. New research commissioned by Praemium and carried out by Investment Trends found the total number of ...

Industry fund investments chief to depart

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... spokesperson for LGIAsuper and Energy Super said: "The expected integration of LGIAsuper and Energy Super with Suncorp Wealth on 1 April 2022 will create a $30 billion fund with more than 265,000 members. "To ensure we meet the needs of our growing and ...

BlackRock Australia expands client distribution team

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... portfolio solutions director within client business, as it expands its distribution team. Reporting to head of iShares wealth (iSW) Australasia Chantal Giles, who leads the broader iShares and wealth distribution team, Haban-Beer Stats will provide senior ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
The ASX-listed wealth group is expanding its offering, obtaining a new general insurance AFSL and acquiring the customer book of a brokerage firm. Sequoia Financial Group has acquired the customer book of Tag Insurance Brokers, its associated business ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... go above and beyond to deliver outstanding results for clients and give back to the community. Capital Partners Private Wealth Advisers (Capital Partners) Principal Kathryn Creasy took home the coveted FPA Certified Financial Planner Professional of ...

Former adviser pleads guilty to fabricating evidence

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
A former financial adviser, who has previously worked for Westpac, Fortnum Private Wealth and Libertas Financial Planning, pleaded guilty to five criminal offences at the Downing Centre Local Court. Ezzat-Daniel Nesseim pleaded guilty to dishonestly ...