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Showing 2851 - 2860 of 9279 results for "wealth"

Former Financial Circle director charged

ELIZA BAVIN  |  MONDAY, 16 NOV 2020
... of managing a corporation whilst disqualified and one charge of failing to deliver company records in his possession for Wealth & Risk Management, in accordance with directions of the liquidator appointed to wind up that company. In 2016, ASIC disqualified ...

CountPlus to continue acquisition spree

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... owner, partner-driver growth opportunities. It has undertaken six acquisitions in FY21 to date including Ascent Private Wealth, Freedom Accounting Group, CBD Wealth Solutions and Arch Capital and confirmed its "strong pipeline" of firms to acquire. "This ...

ESG push not going anywhere

ELIZA BAVIN  |  FRIDAY, 13 NOV 2020
... below the global industry where 80% of managers said they have dedicated individuals responsible for ESG. EY Asia Pacific wealth and asset management leader Elliott Shadforth said: "If not for the global pandemic, it's possible that 2020 would have been ...

ClearView flags future with HUB24

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... ClearView offers advisers and customers an investment administration wrap platform facilitated by HUB24. "Our ambition in wealth management is to own the space between no-frills industry funds and complex wrap platforms by delivering sustainable, cost-effective ...

CountPlus adds former MLC practice

KARREN VERGARA  |  WEDNESDAY, 11 NOV 2020
... has added new financial advice firm to the fold that was part of MLC's Godfrey Pembroke for 19 years. Ascent Private Wealth joined CountPlus as a member firm, leaving the MLC dealer group shortly after it was acquired by IOOF. Melbourne-based practice ...

InvestSMART adds to board

KANIKA SOOD  |  WEDNESDAY, 11 NOV 2020
... is subject to formal approval at the next general meeting. "With a background in banking, Zahos brings to InvestSMART a wealth of experience in relation to the Australian retail financial industry," the company said. "Effie is one of Australia's ...

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
The chief executive of an IOOF licensee will depart the group, as the impacts of the company's wealth restructure continues to be felt. Lonsdale Financial Group chief executive Mark Stephen will depart at the end of the month. The move comes after Milennium3 ...

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
Managed accounts platform HUB24 and wealth management software myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality. Advisers will now be able to use myprosperity's integrated digital ...

SASB appoints Australian advisor

JAMIE WILLIAMSON  |  WEDNESDAY, 11 NOV 2020
... non-executive director at Fairtrade Australia & New Zealand, Food Frontier, the Australian Legal Sector Alliance, and Private Wealth Network. He also works with the Climate Disclosure Standards Board and the Global Forum on Sustainability and is chair ...

Channel Capital in management buyout

KANIKA SOOD  |  TUESDAY, 10 NOV 2020
... York-based Kudu Investment Management, LLC (Kudu), an independent provider of permanent capital solutions to asset and wealth managers, is providing financing for the buyout and additional capital for the firm. Upon completion of the transaction, expected ...