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Showing 2491 - 2500 of 9279 results for "wealth"

Get your ducks in a row before you think of an IPO

KANIKA SOOD  |  THURSDAY, 22 JUL 2021
... to going public, according to HLB Mann Judd partner Marcus Ohm. Ohm says an undertaking with APRA or ASIC can preclude a wealth, funds management or insurance business from listing. "It would depend on the nature of the particular issue. A requirement ...

Finfluencers ensnare female Millennials

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
The growing finfluencer phenomenon is capturing female Millennials who turn to social media for financial advice and education. Analysis by marketing platform HypeAuditor reveals that more than half (57%) of female finfluencers' following are young ...

Advisers overlook home equity release strategies

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
... the client best interests' obligation. Notwithstanding this seemingly positive outcome in super, given the relative wealth tied up in property, this research raises the question of why advisers are not considering equity release strategies, including ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
... advanced sort and filter functionality to analyse portfolio and asset information and keep track of Netwealth Super and Wealth Accelerator accounts. In addition, there is the functionality to view the details of historical transactions and monitor individual ...

Looking beyond high-dividend stocks

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... innovation from the big four banks and is looking for the ways in which they will spend the proceeds from their exit from the wealth industry. "In ways they can support client engagement, support retention and then fight off competition from emerging ...

HUB24 appoints chief product officer, director

ANNABELLE DICKSON  |  MONDAY, 19 JUL 2021
... technology product development initiatives, so we can continue to lead the industry as the best provider of integrated wealth platform, technology and data solutions," HUB24 chief executive Andrew Alcock said. Also, Westpac's former group head of business ...

BlackRock hits US$9.5tn milestone

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
... management strategies had US$1.62 trillion ($2.2tn) in assets. BlackRock chief executive and chair Larry Fink said the wealth and ETF businesses are driving the democratisation of personalised portfolios at scale. "And we are bringing together the breadth ...

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... recorded 223.7% growth to $16.9 billion and HUB24 was up 135.7% to $35.6bn a result of their mergers with Powerwrap and Xplore Wealth respectively. Despite the strong growth, the platform industry recorded net outflows of $55.1 billion compared to $41.4 ...

Praemium strengthens distribution efforts

JAMIE WILLIAMSON  |  THURSDAY, 15 JUL 2021
... Mathie is now a regional manager at Praemium, responsible for New South Wales. He brings more than 20 years' experience in wealth management, most notably as Fidelity's head of wholesale sales from 2017 to 2019. "We are delighted to have Andrew join ...

ASI specialist joins boutique

ANNABELLE DICKSON  |  THURSDAY, 15 JUL 2021
... worked as a specialist investment resource for the managed account solutions and SMA clients. Evidentia works with private wealth businesses to design, build, implement, and manage tailored investment portfolios. Schoenmaker will work on the design and ...