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Showing 271 - 280 of 3361 results for "Wealth management"

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... innovative product to market and continue to drive personalised and efficient investment solutions across the wealth management sector in Australia."

Netwealth celebrates $100bn amid 25th anniversary

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
... Netwealth was incorporated by our founder and director Michael Heine, with a vision to create an innovative online wealth management platform." "In 2007, eight years later, thanks to a number of early supporters, we achieved our first billion dollars ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... Advisory inquiry update The public inquiry into the failures of Dixon Advisory, which is under the watch of the Wealth Management Companies to the Senate Economics References Committee, is expected to provide a report by the last sitting day of March ...

Prime Super refreshes executive lineup

ELIZABETH FRY  |  FRIDAY, 29 NOV 2024
... manager of member growth and propositions. Mitchell-Adams brings over 30 years' experience in superannuation, wealth management and investments in Australia and New Zealand. The retirement of Memmolo has opened up two new roles. Jeremy Johnson was ...

JBWere restructures, chief executive exits

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... one of the top female voices in the industry to advocate for women. "I am one of the few female leaders in a wealth management firm, and there's not enough women in this industry, particularly in adviser roles. Being in this role gives me an opportunity ...

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. ...