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Showing 2371 - 2380 of 9279 results for "wealth"

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... categories are: FPA Certified Financial Planner Professional of the Year Award Kathryn Creasy - Capital Partners Private Wealth Advisers (WA) Matthew Meehan - Lifesolver Financial (NSW) Naomi Mee-Martino - Bastion Financial Group (WA) Mark O'Flynn - ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The $28 billion wealth management firm awarded a mandate to a local fintech as it looks to enhance its client onboarding experience. Shaw and Partners implemented LAB Group's white labelled client onboarding solution, LABform, to support financial advisers ...

TPT Wealth builds out team

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The trustee and wealth management business of MyState Group appointed two senior managers as it aims to grow its funds under management. Joe Youssef joined as senior manager, wholesale and Trev McCallum has taken on the role of senior manager, wholesale ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
... to products that are aligned to their sustainability values, as well as their investment objectives," Macquarie head of wealth product and technology Michelle Weber said. "We have a very compelling managed accounts offering on Macquarie Wrap and the ...

Stewart Investors launches fund, drops fees

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
... share in the proceeds of the fund's growth, lead portfolio manager Sashi Reddy said. "We want our clients to grow their wealth over the long term and reducing fees is a key way to achieve this," he said. "Our goal is to offer a low-cost, active investment ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... India Fund, Property Securities Fund, Technology Fund, Balanced Fund and Ultra Growth Fund via the Consilium Wrap and MMC Wealth Administration platforms.

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... retirement security will be the main area people will seek advice on, while 61% said it will be in relation the transferring wealth to the next generation. A further 47% cited ageing and long-term care needs. Elsewhere, 42% of professionals believe technology ...

ASIC chases $12m from Mayfair

ELIZABETH MCARTHUR  |  THURSDAY, 7 OCT 2021
... Mayfair founder James Mawhinney maintains there was no wrongdoing. ASIC is seeking $12 million in penalties from Mayfair Wealth Partners, M101 Holdings, M101 Nominees (which is in liquidation) and Online Investments. The entities are accused of 'misleading ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
A Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement ...

Industry fund appoints chief investment officer

JAMIE WILLIAMSON  |  TUESDAY, 5 OCT 2021
... in 2004 from Frontier Advisors where he was head of manager research. Equip chief executive Scott Cameron said Howard's wealth of experience will help the fund execute its plans to hit $50 billion in funds under management by 2025. Cameron also highlighted ...