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Showing 2931 - 2940 of 9279 results for "wealth"

Superhero nabs new recruits

ALLY SELBY  |  FRIDAY, 2 OCT 2020
... recently managed Shaw and Partners international operations and derivatives business. Prior to his four year tenure with the wealth management firm, Biven worked at Patersons Securities as a derivatives manager, having previously worked with Tolhurst ...

Adviser charged with stealing super

ELIZABETH MCARTHUR  |  FRIDAY, 2 OCT 2020
... an authorised representative of Australian Financial Directions and committed the alleged offences under his business AR Wealth and Finance. Previously, Goel was licensed by two of Australia's largest licensees, Synchron (2016-2018) and AMP (2013-2016). ...

Ratings deteriorate at AMP

ALLY SELBY  |  FRIDAY, 2 OCT 2020
AMP has suffered a further blow this week, after Moody's downgraded its ratings of the embattled wealth management giant. The ratings house lowered its ratings on AMP Group Holdings, AMP Group Finance Services and AMP Bank from A3 to Baa2. However ...

MLC appoints new head of insto distribution

ELIZABETH MCARTHUR  |  THURSDAY, 1 OCT 2020
... was needed as part of the ongoing transition of the MLC business as it separates from NAB, a spokesperson confirmed. MLC Wealth, including the asset management business, was acquired by IOOF in a deal worth $1.4 billion in August. NAB made the decision ...

AMP flags redundancies

KARREN VERGARA  |  THURSDAY, 1 OCT 2020
... affected, other than the centralisation will include AMP Australia and AMP Capital. The AFR reports that 20% of AMP's local wealth management and AMP Capital's asset management workforce are at risk. The move comes off the back of the embattled wealth ...

CountPlus member firm makes acquisition

ANNABELLE DICKSON  |  THURSDAY, 1 OCT 2020
... tuck-in acquisition of a separate member firm. Brisbane-based Cooper Reeves has acquired the financial advice services of CBD Wealth Solutions. Key members of CBD Wealth will transition to Cooper Reeves as part of an agreed succession plan and a seamless ...

Moody's adds to CreditView platform

ELIZA BAVIN  |  WEDNESDAY, 30 SEP 2020
... increased transparency of how ESG and climate considerations impact credit. "The expansion of Moody's CreditView provides a wealth of ESG and climate resources in a single convenient solution to help customers make better decisions," executive director ...

Netwealth appoints international custodian

KANIKA SOOD  |  TUESDAY, 29 SEP 2020
... local custody itself while international custody was previously with RBC Investors. It also makes Netwealth the first local wealth platform to sign up for Citi's Execution to Custody (E2C) platform, which combines in a single portal global execution ...

InvestPro appoints Australia lead

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
... the region. Kyle will be responsible for growth and localising InvestPro for the Australian superannuation, Asian funds, wealth and managed accounts markets. He joins FRS with over 30 years of experience in leading transformation delivery for financial ...

Former Christian Super investments chief in new role

ELIZABETH MCARTHUR  |  MONDAY, 28 SEP 2020
... Super chief investment officer Tim Macready has stepped into a new role. He has joined the investment committee of Paua Wealth Management, a boutique wealth advisory firm. Macready has been recognised as an industry leader in impact investing, bolstering ...