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Showing 2431 - 2440 of 9279 results for "wealth"

Douugh rolls out robo-advice

ANNABELLE DICKSON  |  WEDNESDAY, 25 AUG 2021
... robo-advice service for its US customers, while its current Australian robo-adviser will shortly fold into this offering. Douugh Wealth Portfolio Jars combine technology and human expertise to allow its customers to personalise investment goals in a ...

Dealer group awards mandate

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 AUG 2021
A dealer group has moved a large global equities mandate to a boutique fund manager. Easton Wealth licensee GPS has the global equities mandate for its CARE portfolios to Insync Funds Management. Insync also said it recently secured support from one ...

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
... practices with 106 financial advisers using its services. After the divestment, ClearView will have its life insurance and wealth management businesses left. "The deal with Centrepoint Alliance provides the combined entity with immediate scale, a strong ...

Elston hires head of philanthropic services

JAMIE WILLIAMSON  |  WEDNESDAY, 25 AUG 2021
The private wealth firm has welcomed a new head of philanthropic services, bringing 20 years' experience in similar roles. Susan Chenoweth has taken the role at Elston, joining from Australian Philanthropic Services where she served as head of the APS ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... highly competitive sector of financial adviser support services, which doubled its revenues in the last two years. Sequoia's wealth division, which provides licensee services to over 400 authorised representatives, generated $55.3 million in revenues ...

ASIC settlement hits E&P profits

KANIKA SOOD  |  TUESDAY, 24 AUG 2021
... real asset strategies and funds. Statutory loss of $18.8 million was led by $11.2 non-cash impairment of goodwill in E&P Wealth, its costs of takeover defence against 360 Capital and costs of the ASIC action against Dixon Advisory & Superannuation Services ...

HUB24 profits, inflows rise

ANNABELLE DICKSON  |  TUESDAY, 24 AUG 2021
... recorded significant growth in its underlying net profit as inflows continued to rise following the acquisition of Xplore Wealth and Ord Minnett's Portfolio Administration and Reporting Service (PARS). In its full-year results, HUB24 reported an underlying ...

CFS appoints risk chief from MLC

ELIZABETH MCARTHUR  |  MONDAY, 23 AUG 2021
Colonial First State has appointed a new chief risk officer, with MLC Wealth's former chief operating officer stepping into the role. Anthony Lane starts as group chief risk officer at CFS today. He was chief operating officer and chief risk officer ...

Bragg renews calls for Future Fund to manage super

KANIKA SOOD  |  FRIDAY, 20 AUG 2021
Liberal senator Andrew Bragg has launched a short paper to push for the sovereign wealth fund to manage all superannuation unless a worker opts out. The 20-page widely spaced paper titled Competition for Workers' Superannuation characterises the current ...

Super unit boosts Equity Trustees performance

KARREN VERGARA  |  FRIDAY, 20 AUG 2021
... super unit's strong performance, its financial reporting lines was split into three trustee service areas: trustee and wealth, superannuation and corporate. "This will enable each business to focus and prosper in its areas of strength as well as improving ...