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| | | ... officer, while Sarah Murray will oversee products. Louw joins from Morningstar, where he most recently served as head of wealth solutions. In his new role, he will be responsible for aligning sales, partnerships and client growth across all DASH products ... |
| | | | Boutique adviser Allied Wealth has appointed a Perpetual investment professional as its new chief investment officer. Eddie Lee has quit the financial services giant and will join Allied Wealth at the beginning of February. Lee has over 12 years of ... |
| | | | Longreach Capital Advisors has appointed a new executive director to cover its family office and private wealth business for the southern region. Based in Melbourne, Devin O'Keefe will be responsible for Victoria, South Australia, Tasmania and New ... |
| | | | ... HIN-holding clients through its platform or their existing trading infrastructure. Netwealth chief executive Matt Heine said the wealth platform is pleased to add the HIN feature for its users which can enhance experience and deliver adviser capacity. ... |
| | | | ... digital-first capability and operational workflows, while setting the foundation for sustained innovation and growth in adviser-led wealth management in Australia, it said. Additionally, FNZ will continue to provide end-to-end services to Centric, including ... |
| | | | ... maintaining momentum and progressing towards it's vision to become "Australia's leading and most efficient diversified wealth management company by 2030". Insignia also gave an update on the CC Capital takeover, which is set for a shareholder ... |
| | | | ... clients," she said. Louw joins DASH as chief growth officer with years of industry experience from his role as head of wealth solutions at Morningstar. In this role, Louw will be responsible for aligning sales, partnerships and client growth across all ... |
| | | | ... advice, she stated. "With longer life expectancy, usually younger than their partners, women are inheriting larger sums of wealth and taking control of financial decisions more than ever before. "They are seeking guidance and financial education to build ... |
| | | | ... bringing to an end more than 30 years in financial services. George joined AMP in August 2021, tasked with cleaning up the wealth giant following the Royal Commission and subsequent scandals involving several senior executives. Her tenure marked a major ... |
| | | | Spain is launching a sovereign wealth fund to extend the stimulus of the NextGenerationEU funds that saw it through COVID-19. The new fund, to be named 'Spain Grows', will primarily invest in sectors like artificial intelligence (AI), digitalisation ... |
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