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Showing 2341 - 2350 of 9279 results for "wealth"

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. ...

Advice gap spurs boom in investment media

ELIZABETH MCARTHUR  |  THURSDAY, 4 NOV 2021
... Leske - had raised $1.2 million from funders including Magellan, Zip Co chief executive Larry Diamond and Pitcher Partners wealth adviser Charlie Viola. Victoria Devine's popular She's on the Money also recently partnered with roboadviser Six Park for ...

HSBC AM names regional chief

KARREN VERGARA  |  WEDNESDAY, 3 NOV 2021
... and account management within the bank's institutional business. Before Fidelity, she held senior management roles in the wealth management divisions of JPMorgan, AXA, and Hang Seng Bank. In her new role, Ho will be responsible for leading and growing ...

Netwealth proposes merger with Praemium

ANNABELLE DICKSON  |  TUESDAY, 2 NOV 2021
... sector," Praemium said in a statement. If Netwealth and Praemium were to merge, it would create the largest independent wealth management platform in Australia with $72 billion in platform funds under management and $22 billion in non-custodial assets. ...

Midwinter hires from Integrity Life

ANNABELLE DICKSON  |  MONDAY, 1 NOV 2021
... achieve the outcomes they want in their business." Midwinter chief commercial officer Steve Davison added: "Fraser brings a wealth of technology knowledge and experience to Midwinter. This extensive experience, combined with his innovative thinking ...

New FSC board appointment

ELIZABETH MCARTHUR  |  FRIDAY, 29 OCT 2021
... Securities, UBS and NAB. FSC chair David Bryant welcomed Fels to the board. "Nick is a welcome addition to the FSC board and his wealth of experience and knowledge of the financial services industry will be valued," Bryant said. Fels commented on his ...

T. Rowe Price to acquire credit manager

ANNABELLE DICKSON  |  FRIDAY, 29 OCT 2021
... borrowers. Both T. Rowe Price and OHA expect to leverage distribution opportunities and develop products and strategies for wealth and retail channels. T. Rowe Price has committed US$500 million for co-investment and seed capital alongside OHA management ...

Former Women in Super chief joins AIST

ANNABELLE DICKSON  |  FRIDAY, 29 OCT 2021
... Goldman Sachs Asset Management in London where she worked with Northern European and Middle Eastern pension and sovereign wealth funds. Buckley was also a private banking relationship manager at Coutts and a foreign exchange associate at Banco Atlantico. ...

Newcastle advice firm joins Count Financial

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
A Newcastle-based financial advice firm is the latest to join the Count Financial network. Serendipity Wealth Advisors launched in February 2021 by directors Christine Lusher and Norma Samson. The duo worked together early in their careers. Lusher previously ...

Future Fund becoming more expensive to operate

KARREN VERGARA  |  THURSDAY, 28 OCT 2021
... performance fees incurred. In the latest financial year results, three out of four areas drove up costs for the sovereign wealth fund: agency remuneration (up 16%), consultant fees (up 22%) and agency operations (up 28%). Contract costs with investment ...