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Showing 2601 - 2610 of 9279 results for "wealth"

KPMG recommends super changes

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... Deloitte, implemented this for its staff after getting an exemption on the Act. KPMG national sector lead for asset and wealth management Linda Elkins said the exclusion of SG from Paid Parental Leave exacerbates the gap between men and women, as women ...

New Islamic advice group launches, hires from MSC

KANIKA SOOD  |  WEDNESDAY, 5 MAY 2021
... advise on Islamic-compliant investments in a Sharia compliant way. The firm has hired Susan Wolff as general manager for wealth management. Wolff was most recently Melbourne trustee services provider MSC Group's chief operating officer. Prior to this ...

AZ NGA acquires two advice practices

KARREN VERGARA  |  WEDNESDAY, 5 MAY 2021
... growth. We continue to see plenty of potential opportunities." Matthews Steer Accountants and Advisors, a Melbourne-based wealth management firm, joined the network in September 2020.

Macquarie finalises Waddell & Reed acquisition

KARREN VERGARA  |  TUESDAY, 4 MAY 2021
... Kansas, flagging the acquisition in late 2020. In finalising the acquisition, MAM has also sold off Waddell & Reed's wealth business to LPL Financial, a retail investment advisory firm, broker-dealer and registered investment advisor custodian, for ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... Count model. CountPlus completed six tuck-in acquisitions in the six months to 31 December 2020 including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and is rapidly expanding its network.

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
Crestone Wealth Management has made several hires as it expands into the South Australian market. It bolstered its South Australian presence by hiring a local team of investment professionals, based in Adelaide. Kieran Purcell will be manager of advisory ...

Bellmont adds to distribution team

KARREN VERGARA  |  MONDAY, 3 MAY 2021
Bellmont Securities has made a new hire to its distribution team in Perth. Paul Reilly leads the adviser solutions team, joining from Financial Framework where he was a director and financial adviser for over seven years. Reilly was previously a senior ...

Adviser faced with further dishonesty charges

ANNABELLE DICKSON  |  MONDAY, 3 MAY 2021
... Goel, an authorised representative of Australian Financial Directions, committed the alleged offences under his business AR Wealth and Finance. Prior, Goel was licensed by two of Australia's largest licensees, Synchron (2016-2018) and AMP (2013-2016). ...

ClearView appoints head of life strategy

KANIKA SOOD  |  MONDAY, 3 MAY 2021
ClearView Wealth has hired a former Zurich executive as its head of life strategy and transformation in a newly created role. Maria Falas was most recently Zurich Financial Services' head of mental health and wellness. She held the same role at ...

Rise of the mega funds continues

ANNABELLE DICKSON  |  MONDAY, 3 MAY 2021
... kept up during COVID but will now accelerate, mostly in the industry funds sector," KPMG national sector leader, asset & wealth management Linda Elkins said. "Over the next few years, we will see an increase in scale of the 'mega' funds and a widening ...