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Showing 2471 - 2480 of 9279 results for "wealth"

MSCI acquires Real Capital Analytics

ELIZABETH MCARTHUR  |  TUESDAY, 3 AUG 2021
... said. "The combined strength of MSCI's existing data, analytics and tools, and the addition of Real Capital Analytics' wealth of commercial real estate data and analytics, creates an unparalleled level of solutions for the real estate market. "Investors ...

Financial Masterplan advisers banned

ANNABELLE DICKSON  |  TUESDAY, 3 AUG 2021
... representatives of Financial Masterplan from 24 June 2016 until 25 May 2021 and were involved in the activities of Vision Wealth Group, a corporate authorised representative of Financial Masterplan. Vision Wealth established a website to attract clients ...

Milford adds to team

KANIKA SOOD  |  FRIDAY, 30 JUL 2021
... the regional manager for Victoria, South Australia and Tasmania. He spent the last 12 years at Macquarie Bank across its wealth management, private wealth and advice businesses. Prior to this, he worked at BT Financial Group in lending. The second hire ...

Super, ASIC beneficiaries of advice challenges: Hearing

JAMIE WILLIAMSON  |  FRIDAY, 30 JUL 2021
Yesterday's Standing Committee hearings on financial advice suggested the corporate regulator and industry superannuation funds are the only ones benefiting from increasing costs. Appearing before the Standing Committee on Economics on Thursday ...

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... will operate under a separate AFSL to AIA Australia, offering personal advice to customers of CBA with life insurance and wealth needs. Advice will be provided by salaried advisers and AIA will extend employment offers to some CFP employees. AIA Australia ...

Pandemic hasn't killed retail: Airlie

ELIZABETH MCARTHUR  |  FRIDAY, 30 JUL 2021
... in businesses where the original founders of the business still run it. And that's because, when you've got all your wealth and reputation tied up in business and it's your baby, you tend to make the right decisions for the long term," Fisher ...

EQT hires for trustee and wealth

ANNABELLE DICKSON  |  FRIDAY, 30 JUL 2021
Equity Trustees has made two appointments to its Trustee and Wealth Services (TWS) team in response to increased demand. Kate Schell has joined as an adviser in the private client team and Amanda Sartor has been appointed as a senior relationship manager ...

Frontier welcomes family office specialist

JAMIE WILLIAMSON  |  THURSDAY, 29 JUL 2021
... and HSBC Asset Management earlier in her career. Frontier said Giggins' experience will be valuable in building out its wealth management, endowments and family office capabilities. "Meirine will bring a lot of experience, both in terms of managing a ...

Channel Capital appoints distribution director

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
... adviser relationships in New South Wales. He has also worked an associate director at FIIG Securities and as a private wealth adviser at Wilsons Stockbroking & Advisory. "Sam's appointment is a continuation of our commitment to invest in long term ...

Future Fund appoints portfolio strategy lead

KANIKA SOOD  |  THURSDAY, 29 JUL 2021
The $179 billion sovereign wealth fund has promoted internally to appoint a deputy chief investment officer for portfolio strategy. Ben Samild was named to the role, which was left vacant in December 2020 after Sue Brake moved to Future Fund's chief ...