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Showing 2941 - 2950 of 9279 results for "wealth"

Six Park, Rollit Wealth announce partnership

ALLY SELBY  |  MONDAY, 28 SEP 2020
Rollit Wealth has announced a new partnership with Six Park, set to help its members gain greater visibility across their investments. The partnership, which will also provide a low-cost solution for those looking to invest in the share market, would ...

Robeco extends exclusions

ELIZABETH MCARTHUR  |  FRIDAY, 25 SEP 2020
... funds, excluding client-specific funds and mandates but including sub-advised funds. "Investing is not only about creating wealth but also about contributing to wellbeing, and we are fully convinced that if you focus on sustainability, you're going to ...

NowInfinity founders join boutique

KARREN VERGARA  |  THURSDAY, 24 SEP 2020
... importance for Australian business owners in getting this right. The baby boomer generation represents the largest transfer of wealth in history and getting that right has a critical impact on peoples' live and the wider economy. I am now focused ...

ASIC wealth director nabs promotion

ALLY SELBY  |  THURSDAY, 24 SEP 2020
The corporate watchdog's executive director of wealth management has nabbed a promotion and will now assume the role of ASIC's executive director of financial services. Joanna Bird has been appointed in the role after many years with the regulator and ...

MLC Wealth risk lead departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 23 SEP 2020
A chief risk officer at MLC Wealth has departed the business, with an acting chief appointed for the interim. Julia Pryor finished in her role as acting chief risk officer for the retirement and investment solutions and platforms division at MLC Wealth ...

Super Recruiters announces chair

ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
Wealth management recruitment firm Super Recruiters has appointed a former Rabobank executive as chair. Cathy Doyle has over 20 years' experience in human resources and was most recently group executive human resources at Rabobank for over three years. ...

Count Financial adds member firm

ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
... forward-looking licensee to enhance the financial advice process. The firm was previously licensed by IOOF's Executive Wealth Management, which IOOF recently flagged would be closed in the coming months. "Count has invested heavily in resources and technology ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
Nucleus Wealth and Arrow Financial Advice have partnered to launch a white label digital advice platform, set to feature actively managed portfolios and over 30 ESG filters. This will make it the most comprehensive robo advice service in the Australian ...

Lonsec bolsters investment team

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... lead Lonsec's coverage of Australian equity managed fund products. Lonsec research director Lorraine Robinson said Green's wealth of experience working across managed funds, listed products, and direct equities - 12 years of which were spent at Lonsec ...

Sanlam withdraws from 8IP relationship

KANIKA SOOD  |  MONDAY, 21 SEP 2020
Sanlam Private Wealth says it has terminated its agreement with Eight Investment Partners. In January 2019 the two entered a strategic support agreement, with Sanlam to provide middle office services to 8IP, which was founded in 2009 by Kerry Series. ...