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Showing 2651 - 2660 of 9279 results for "wealth"

QMV partnerships lead resigns

KARREN VERGARA  |  THURSDAY, 8 APR 2021
... responsibilities for promoting independent advice, delivery, software and subject-matter solutions across superannuation, wealth and insurance. His experience in financial services includes working at Thomson Reuters, Invesco, NAB and Aberdeen Asset ...

Implemented Portfolios adds to team

ANNABELLE DICKSON  |  THURSDAY, 8 APR 2021
... Private Portfolio Managers where she was a client relationship manager prior to which she was in a similar role at Xplore Wealth. She was also an associate director - client relationship and trading at FIIG Securities and a client service associate at ...

Research reveals true value of advice

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... the guidance they received for investing money and making fi­nancial decisions as invaluable. Growing and managing their wealth was the next top-rated service. A whopping 93% said that a professional financial adviser helped them "get the most out of ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... Australian business in a newly created role. Intelliflo will welcome Geoff Rogers to expand the firm's presence in the local wealth management market on June 14. Rogers has been MLC's acting group executive of advice for nearly one-and-a-half years. ...

Credit Suisse confirms multibillion-dollar loss

JAMIE WILLIAMSON  |  WEDNESDAY, 7 APR 2021
... otherwise been achieved by our investment banking businesses and the increase in the year-on-year profits in all three of our wealth management businesses, as well as in asset management, with particular strength in our Asia Pacific division," Credit ...

MLC enhances managed accounts leadership

ANNABELLE DICKSON  |  TUESDAY, 6 APR 2021
MLC Asset Management has made two appointments to its managed accounts team, hiring from Xplore Wealth and Mercer. Neil Gellett has been named head of managed accounts and joins from Xplore Wealth where he was head of product. Prior to this, he was ...

Tax concessions failing women: Research

ANNABELLE DICKSON  |  TUESDAY, 6 APR 2021
The tax concession system is a contributing factor to gender inequality with most of the benefits flowing onto men, new research from the Australia Institute shows. Economic modelling commissioned by the Australia Institute from the Centre for Social ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... Services is the fourth firm to join Count Financial from Godfrey Pembroke, following the prior appointments of Ascent Private Wealth, Venture Financial Advisers and Plan Protect. They are a Canberra-based firm led by Darren Stevens, who has over 20 years' ...

AMP names new chief executive

ANNABELLE DICKSON  |  THURSDAY, 1 APR 2021
... has named his successor. Alexis George has been at ANZ for over seven years as deputy chief executive and group executive wealth Australia, overseeing the sale of the business in 2018. She first joined ANZ as global managing director - insurance - ANZ ...

Super runs out before death: ASFA

KARREN VERGARA  |  WEDNESDAY, 31 MAR 2021
... compared to around 25% of men. The Retirement Income Review found that the majority of Australians die with the bulk of their wealth at retirement intact - thanks to the prioritisation of savings during accumulation phase and the ability to live off ...