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Showing 2421 - 2430 of 9279 results for "wealth"

ClearView kicks off strategic review

KANIKA SOOD  |  FRIDAY, 3 SEP 2021
... adviser and Gilbert + Tobin as its legal adviser for the review. The firm's three business units are financial advice, wealth management and life insurance. The review, which hints at asset sales, was announced just a week after CVW sold its financial ...

AMP tweaks executive lineup

JAMIE WILLIAMSON  |  FRIDAY, 3 SEP 2021
... the separation and demerger of AMP Capital private markets, while continuing to drive our growth agenda in banking and wealth," George said. "I'm delighted to have leaders of Sean and Rebecca's calibre joining the leadership team and playing ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
The former general manager of private wealth at Wilsons Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... write-downs and provisions totalling $2.9 million. WTL commenced its restructuring program in 2018 with the acquisition of Wealth Today, which holds an AFSL and provides dealer group services to financial advisers such as licensing, risk management ...

Pinnacle distribution director exits

JAMIE WILLIAMSON  |  MONDAY, 30 AUG 2021
... of distribution. He has also previously held roles with Fidelity Investments, Professional Investment Services, Asgard Wealth Solutions and AMP. In a LinkedIn post, Dell described the decision to leave as "extremely difficult", adding that he has chosen ...

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
... former financial adviser is facing criminal charges. Lawrence Toledo, who is a former representative of Sentinel Private Wealth, has been charged with breaching a financial services banning order on three occasions after appearing at the Brisbane Magistrates ...

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
The Institute of Managed Account Professionals (IMAP) announced the winners of its annual awards. Proton by Nucleus Wealth took out the award for Innovation which acknowledges the operation and process of managed accounts, adoption by advisers and licensees ...

Industry steps up for Lifeline

ELIZABETH MCARTHUR  |  THURSDAY, 26 AUG 2021
... pre-pandemic levels. On Monday August 2, Lifeline had 3345 calls - the highest volume of calls in its 58-year history. Wealth manager Crestone will support the Berry Motorfair when it goes ahead next year and has made a significant donation to Lifeline. ...

Future Fund boasts 22.2% returns

KARREN VERGARA  |  THURSDAY, 26 AUG 2021
... turning in 22.2% per annum at the end of June 2021. In releasing the financial year results this morning, the sovereign wealth fund also saw assets under management reach $196.8 billion. Chief executive Raphael Arndt said: "The strong returns of this ...

Older Australians overlooking age care costs

KANIKA SOOD  |  WEDNESDAY, 25 AUG 2021
Only 14% of older Australians have prepared for their aged care costs, according to a joint survey from Challenger and National Seniors Australia. The research received more than 5000 responses from Australians 50 years old and above. It found respondents ...