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Showing 2801 - 2810 of 9279 results for "wealth"

Household wealth hits record high

ELIZA BAVIN  |  THURSDAY, 17 DEC 2020
The COVID-19 pandemic has led to household wealth hitting a record high as Australians stashed their cash during a year plagued with volatile markets and an economic shutdown. Total household wealth increased 1.7% to a record high of $11.35 trillion ...

State Street launches new data platform

KANIKA SOOD  |  WEDNESDAY, 16 DEC 2020
... committed to providing the leading data platform within the investment management industry. Institutional investors and wealth managers today are challenged by the depth and breadth of data available to them. They need new, innovative tools to manage ...

Godfrey Pembroke firm jumps ship

ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
A second advice practice has left the MLC Wealth dealer group ahead of the merger with IOOF. Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. ...

Key AMP executive resigns

KARREN VERGARA  |  TUESDAY, 15 DEC 2020
... AMP group in June 2018 as a director of strategic market and customer experience. Her experience in superannuation and wealth management covered corporate super, group insurance, pricing, and operations, working for large institutions such as NAB and ...

Departure at Perpetual small caps team

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
A UBS sell-side analyst who joined Perpetual's small caps team last year has left. Dean Fremder was hired as a dedicated small caps analyst last year to assist lead manager Jack Collopy in 2019 after seven years at UBS's small-cap sales desk ...

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... executive. This gives her the responsibility for the group's three main areas of focus: core business Fitzpatricks Private Wealth which has over 100 advisers, Atrium Investment Management which had $1.7 billion in assets under management, and another ...

IPO Wealth trustee hit with class action

ELIZABETH MCARTHUR  |  TUESDAY, 15 DEC 2020
Slater and Gordon issued the embattled IPO Wealth Fund with a class action late last week. The firm will represent unitholders in the IPO Wealth Fund, which is currently being wound up by trustee Vasco Trustees after the Victorian Supreme Court ordered ...

ACCC gives IOOF go ahead

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
The Australian Competition and Consumer Commission (ACCC) has given its blessing for IOOF to acquire MLC Wealth as the combined firm will face competition in all aspects of wealth management. The consumer watchdog said it does not oppose IOOF's $1.4 ...

JANA appoints NFP head

KANIKA SOOD  |  MONDAY, 14 DEC 2020
... "Michael is uniquely qualified to head up our growing NFP and retail businesses. Working across Australia and the UK, he has a wealth of experience advising in these spaces. The success of JANA's retail partnerships this year under his leadership is ...

Superhero to launch super fund

KARREN VERGARA  |  MONDAY, 14 DEC 2020
... fund, Winters said he's come across investors who don't have a lot of disposable income to start building their wealth but have their super savings - which they are disconnected with. He saw a gap and asked: "How do we engage with their super ...