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Showing 271 - 280 of 3356 results for "Wealth Management"

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and risk advice, and has four advisers, eight support staff and around 600 clients. AZ NGA said alongside ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... Fintech firm elemnta has released new research looking at data-related challenges impacting Australia's wealth management sector. The research highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable, efficient ...

Bell Financial Group bids $51m for SelfWealth

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... for those electing to receive BFG shares. We also believe our clients will benefit from BFG's diversified wealth management offering," she said. SelfWealth's board is moving ahead with negotiating a binding implementation deed with BFG on an ...

AMP makes operations, product, strategy hires

MATTHEW WAI  |  TUESDAY, 12 NOV 2024
... in driving operations, enhancing customer experience, and optimising service delivery. She joins from BT, the wealth management division of the Westpac Group, most recently as its head of service and operations. Meanwhile, Way will help advisers to run ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... fields a team of about 350 employees, including a network of 100 advisers across Australia. In a statement, the wealth management firm said the acquisition will bolster its national presence with offices in Adelaide, Brisbane, Melbourne, Perth, and Sydney. ...

New PGIM chief executive named

MATTHEW WAI  |  MONDAY, 11 NOV 2024
... Committee. Prior to his experience at Morgan Stanley, Chappuis enjoyed successful spells at Citigroup's Global Wealth Management Group in various senior capacities, including the role of managing director of Citigroup alternative investments. Between ...

Perpetual reveals new leadership structure

JAMIE WILLIAMSON  |  FRIDAY, 8 NOV 2024
... sustainability officer. As it gears up to become a standalone asset management business following the sale of its wealth management and corporate trust operations to KKR, Perpetual is consolidating its international leadership team and moving to an international ...

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
... International's local managing director Simon Glazier. De Pourbaix has over 20 years of experience in the wealth management industry, including with ING Australia and BT Investment Management. He joined the firm in June 2023 as a global cross-asset ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... Group director and senior financial adviser Sophie McClelland DP Wealth Advisory director Andrew Wielandt Peak Wealth Management partner and financial adviser Kristian Zuza "We thank the advice community for their level of engagement; we are proud to ...

E&P Financial advances delisting

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... upcoming public inquiry into its role in the collapse of Dixon Advisory. The senate referred the inquiry to the Wealth Management Companies to the Senate Economics References Committee, which will provide a report by the last sitting day of March 2025. ...