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Showing 241 - 250 of 3360 results for "Wealth management"

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... Sullivan has spent the last decade at Macquarie, and before that served as a strategy consultant across the wealth management, asset management, and insurance industries. His consulting work followed a two-year tenure as head of wealth management at ...

Insignia Financial appoints chief technology officer

MATTHEW WAI  |  TUESDAY, 28 JAN 2025
... years' experience within IT and financial services. He worked in similar capacities at Challenger and Australian Wealth Management before joining Insignia in 2008 as its head of business systems and delivery. Throughout his time at Insignia, O'Donnell ...

Rest appoints first-ever chief of staff

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
Rest has appointed a senior wealth management leader and superannuation expert from Insignia Financial to take the reins as chief of staff. The $93 billion industry with around two million members said the appointee, Gideon Lipman, will help the fund ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... Morningstar Australia, and spent more than a decade as executive manager, research within Commonwealth Bank's wealth management division. He's also previously held roles with BT Financial Group, Colonial First State, KPMG, and Aon Consulting. ...

Government must commit to fixing CSLR: FAAA

MATTHEW WAI  |  THURSDAY, 23 JAN 2025
... years, and that they took so long to act." "ASIC's own submission to the Senate Economics Committee's Wealth Management Companies Inquiry admits that they initially undertook a significant surveillance exercise with respect to Dixon Advisory ...

Goldman Sachs AM nabs Fidelity veteran

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... leadership to develop and execute our sales strategies, as we focus on delivering continued growth across our wealth management and distribution partners across the region," the firm said. "Please join us in welcoming Sabrina to the firm and in wishing ...

Bell Financial expects revenues, profits to rise

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
... SelfWealth chair Christine Christian said. "We also believe our clients will benefit from BFG's diversified wealth management offering." A bidding war quickly unfolded as AxiCorp Financial Services - which specialises in forex trading and contracts for ...

Local private wealth manager appoints new chief

ANDREW MCKEAN  |  THURSDAY, 16 JAN 2025
Stellan Capital, a national private wealth management firm, has appointed a new chief executive. Jim DeCarlo has stepped into the role at the firm, which specialises in strategic financial planning, bespoke portfolio management, and family office services. ...

The highest paying jobs in financial services: Data

ELIZA BAVIN  |  THURSDAY, 16 JAN 2025
... $400,000 and chief financial officers within SMEs will take home an average salary of $337,500. In the funds and wealth management space, a head of distribution can expect an average salary of $360,000. Portfolio managers are bringing in an annual average ...

WA financial planning firm acquired by US insurance broker

MATTHEW WAI  |  MONDAY, 13 JAN 2025
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward. Details of the transaction were not ...