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Showing 241 - 250 of 616 results for "Wealth manager"

Wealth manager appoints new head of advice

HARRISON WORLEY  |  FRIDAY, 27 MAR 2020
A former Westpac operations manager has been appointed to lead the financial advice capabilities of a listed wealth manager. ClearView has confirmed its appointment of Nick Howell as the firm's new head of advice. "Nick's appointment is part ...

EY appoints wealth, asset management leader

ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
EY has welcomed a new wealth and asset management leader for Oceania. Rita Da Silva, currently a partner at EY, will step into the role. She succeeds Antoinette Elias, who is moving into the role financial services tax leader for EY Oceania. Da Silva ...

ClearView rated stable

HARRISON WORLEY  |  FRIDAY, 20 MAR 2020
... stable. ClearView Wealth has picked up a long-term issuer default rating of BBB from credit rating issuer Fitch, the wealth manager's first rating by the firm. According to Fitch, both ClearView Wealth and the firm's operating subsidiary ClearView Life ...

Volatility hits super funds

HARRISON WORLEY  |  TUESDAY, 17 MAR 2020
The current volatility of global financial markets is taking its toll on some of Australia's largest superannuation funds. Latest Rainmaker analysis of superannuation returns and unit pricing shows Australia's large superannuation funds aren't ...

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
JBWere has signed an agreement with a cash platform to benefit its 500-strong adviser network. The wealth manager will use Cashwerkz's term deposit and at call solutions via the latter's online marketplace. Cashwerkz's platform has over ...

IOOF restructures leadership team

HARRISON WORLEY  |  MONDAY, 2 MAR 2020
... advice officer. IOOF group general manager of client and process Frank Lombardo will join Oliver and Whereat in the wealth manager's executive leadership team, having been appointed as chief operating officer. The appointments come after Renato Mota ...

Evans Dixon slashes staff

ALLY SELBY  |  THURSDAY, 27 FEB 2020
Embattled wealth manager Evans Dixon has revealed it fired 20% of its staff, as it reports its underlying earnings were down 22% for the half-year to $20.8 million. The firm cut 14% of its staff in its wealth advice business, 5% of its E&P business ...

Citi appoints head of investment partnerships

KANIKA SOOD  |  WEDNESDAY, 26 FEB 2020
Citi Australia has hired from Westpac to appoint a new head of investment partnerships, tasked with promoting its wealth management business. Keith Miranda was most recently Westpac's head of strategic initiatives, digital and marketing. Prior to this ...

Xplore Wealth outlines 2020 plans

ALLY SELBY  |  FRIDAY, 21 FEB 2020
ASX-listed platform Xplore Wealth has announced a slew of new products and offers, set to launch in 2020. It comes as the platform provider releases its results for the 1H2020 financial year. Xplore is set to release three new products in 2020, including ...

Profits down as Perpetual looks to future

HARRISON WORLEY  |  THURSDAY, 20 FEB 2020
... the financial year,impacted by net outflows and forcing a greater focus on "strategic growth initiatives". The wealth manager recorded a $51.6 million net profit after tax in the first half, a result 14% lower than what it achieved in the first half ...