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Showing 2721 - 2730 of 9279 results for "wealth"

Financial services workers hunt new roles

ELIZA BAVIN  |  TUESDAY, 23 FEB 2021
... likely to give pay rises this year, however 33% of professionals said they are expecting a pay rise. The highest paid job in wealth management is as a head of advice/director which is bringing in an average of over $200,000 per year. Financial advisers ...

HUB24 lifts inflows, profit flat

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... Best Platform Overall by Investment Trends," Alcock said. The platform said the proposed $60 million acquisition of Xplore Wealth is on track to be completed on 2 March 2021. In addition, HUB24 anticipates a proportional takeover of Easton and the divestment ...

CountPlus profit down 53%

ANNABELLE DICKSON  |  TUESDAY, 23 FEB 2021
... advice is not diminishing. As the challenges of the pandemic continue to drive client enquiry and assurance, household wealth across Australia continues to grow." In addition, CountPlus completed six tuck-in acquisitions in the six months to 31 December ...

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
... also considered consolidated reporting as a key focus area for platforms to provide clients with a holistic view of their wealth. The analysis found non-custodial functionality varies significantly across platforms, with Investment Trends saying Praemium's ...

Wealth group makes acquisition

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
... group on the New South Wales Central Coast. The subsidiary will acquire a 51% stake in the group which includes private wealth management, life insurance broking, finance broking and accounting and tax. The transaction will cost $3 million with a 40% ...

Limited advice overdue for disruption

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
There are clear opportunities to disrupt intra-fund and general advice that the industry is overlooking, shunning everyday Australians that need it most, according to superannuation experts. As the number of financial advisers continue to dwindle and ...

CFA unveils December exam results

KARREN VERGARA  |  THURSDAY, 18 FEB 2021
... the investment management industry. CFA charterholders work in different areas of investment management such as private wealth, investment banking and insurance. In mid-2020, the institute surveyed its global members asking about the impact of COVID-19 ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

The future of quality advice: SMSFA

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
... business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) National Conference, Deloitte director of wealth advisory practice Mark Ryan explained reflecting on the lessons of the Royal Commission brings forth ideas for the future ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
... Protect is the third firm to join Count Financial from Godfrey Pembroke, following the announcements of Ascent Private Wealth and Venture Financial Advisers in late 2020. Janne Ashton has been the principal of Plan Protect since its inception in 2004 ...