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Showing 2481 - 2490 of 9279 results for "wealth"

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The wealth manager recorded significant outflows in its financial advice business as advisers departed following its transformation strategy. Financial advice recorded $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice ...

Natixis IM appoints APAC distribution head

KANIKA SOOD  |  WEDNESDAY, 28 JUL 2021
... resources, and corporate social responsibility strategy. Both continue to report to Natixis's global chief executive asset and wealth management within Groupe BPCE's global financial services division Tim Ryan. "These appointments reinforce our ambition ...

FYG launches advice delivery platform

KARREN VERGARA  |  WEDNESDAY, 28 JUL 2021
Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ...

Vale Murray Wyatt

JAMIE WILLIAMSON  |  TUESDAY, 27 JUL 2021
The long serving chair of wealth management firm Morrows is being remembered for his larger-than-life personality and generous spirit following his sudden passing last week. Tributes are flowing for Morrows chair and director Murray Wyatt, who passed ...

New role for Mutual Trust investment chief

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
Former Mutual Trust and AIA Australia chief investment officer Graeme Bibby has joined a wealth management firm. Bibby is now Partners Wealth Group's chief investment officer. He has 25 years of experience, including in consulting at Russell and Mercer. ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... giving money meaning and placing the client's life at the heart of the experience." The latest survey comes after Astute Wealth Advice accused Lumiant of ripping off its 5-Minute health check questionnaire and served a Cease and Desist letter. Lumiant ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... in the 1990s. It currently has about 160 clients with 10 staff members. Meredith said asset consulting groups servicing wealth management firm sometimes lack the understanding of what advisers do and how they can help them run a stronger business that ...

New head of ESG at boutique

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
... as head of customer governance and sustainability. Prior to this, she held strategy and operations roles in BT's private wealth, superannuation, investments, platforms and advice divisions. Pringle has also served as co-chair of the Australian Sustainable ...

Fintechs settle legal stoush

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Astute Wealth Advice and Lumiant have reached an agreement to settle an alleged copyright breach. According to AstuteWheel managing director Hans Egger, Lumiant has agreed to a number of actions set out in the Cease and Desist letter sent earlier this ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... manager. Jason Gapps joins Clime Investment Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known as Hillross-Consilium. Prior to that, he worked for major institutions like IOOF, ANZ and Commonwealth ...