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Showing 11 - 20 of 1171 results for "Integrated"

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... provide new growth opportunities. There are material scale benefits that come from being one of Australia's largest integrated accounting, wealth and services providers, including the ability to secure better rates on platforms, insurances, technology ...

Nominations open for 30th annual MAX Awards

CHLOE WALKER  |  FRIDAY, 1 MAR 2024
... Year Executive of the Year - Distribution Executive of the Year - Marketing Financial Education Campaign of the Year Integrated Campaign of the Year Marketing Campaign of the Year - Consumer Marketing Campaign of the Year - Industry Marketing Team of ...

US family office launches Australian arm

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... has almost exclusively targeted an Australian audience with interests in the US. Now, it aims to create a globally integrated approach, offering clients the opportunity to establish an investment presence in both Australia and the US and to access investments ...

Insignia details transformation progress

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... group continues to execute strategic priorities. "Through disciplined execution we have delivered synergy benefits, integrated and simplified our product and operation structure, and enhanced our offering to clients, members, and advisers. The current ...

Platforms ramp up innovation, back-end efficiencies

KARREN VERGARA  |  FRIDAY, 16 FEB 2024
... while granting clients a variety of tax and social security benefits. Meanwhile, HUB24 and Netwealth have natively integrated Allianz Retire+ AGILE and Challenger fixed-term annuities respectively, allowing advisers to administer these solutions like ...

Count to finalise Diverger deal

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
... of new services offered by Diverger, along with the scale benefits that come from being one of Australia's largest integrated accounting, wealth and services providers," Humphrey said. Some 99.7% of shareholders voted for Count to take over Diverger ...

Dexus results mixed prior to Steinberg's exit

CHLOE WALKER  |  WEDNESDAY, 14 FEB 2024
... pipeline. "In November 2023, we achieved final completion of the AMP Capital platform acquisition, and we will be fully integrated by June 30. We have now created a $57.1 billion scalable real asset platform," Steinberg said. When it comes to strategy ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... designed to help fill that gap." Osborne said that Intelligent Planning will be part of Intelligent Money Partnership, an integrated financial services offer that is currently in development. "Listening to our financial advice practices informed the ...

BT signposts key issues for advisers in 2024

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
... Ashenden. "Clients are discussing with their advisers how downsizing from a large property they no longer need can be integrated into their financial plan, especially if they are looking to self-fund all or part of their retirement. "As part of this ...

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... same time, we are committed to continuing to grow our JBWere business in Australia, which is a critical part of NAB's integrated high-net-worth offering."