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Showing 11 - 20 of 43 results for "Wealth Management Solutions"

Lazard Asset Management creates family office division

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
... management and family office services into the one offering. "Demand for sophisticated and innovative wealth management solutions is increasing as family offices navigate the ever-changing markets and economic environment," LAM chief executive Evan Russo ...

Morningstar to buy Praemium for $65m

CHLOE WALKER  |  WEDNESDAY, 22 DEC 2021
... business and a talented team we look forward to welcoming to Morningstar," Daniel Needham, president of wealth management solutions for Morningstar, said. "Technology is playing a larger role in everyone's lives and expectations for how companies deploy ...

European robo-adviser eyes Australia, taps Westpac exec

ALLY SELBY  |  THURSDAY, 23 JUL 2020
... advisers depart the industry, Smith said. "These products make it easier for traditional providers of wealth management solutions to move into the 21st Century," he said. "And that's really the DNA of the business." Its StoryTeller module in particular ...

TradeFloor acquires tech solutions

ALLY SELBY  |  MONDAY, 11 MAY 2020
... advisers. TradeFloor has acquired online stockbroker OpenMarkets as well as the technology behind CCUBE's wealth management solutions, following CCUBE's voluntary administration in the midst of the COVID-19 crisis. TradeFloor managing director Ivan Tchourilov ...

EY appoints wealth, asset management leader

ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
... non-traditional providers are making an impact on the market, as customers look for more innovative wealth management solutions that are tailored to meet their evolving needs." She added that wealth managers are re-evaluating their offerings and how ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... Michael Fox to the role, charged with building support in the states for the group's life insurance and wealth management solutions. Fox joined ClearView in mid-2017 from BT Financial Group and replaces Kathryn Williamson who was promoted to the new ...

Infocus chief executive departs

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2017
... Christmas period. "Not only has the company grown to become a stronger national organisation delivering wealth management solutions to Australians from all walks of life, but it is now seen as a leader in terms of compliance, use of technology, breadth ...

Holistic wealth management solutions remain advice key: NAB

EMMA RAPAPORT  |  TUESDAY, 12 SEP 2017
... adviser. To best service these three categories of investors, NAB called out the importance of holistic wealth management solutions to the future of the industry - particularly for the 'Delegators' and 'Validators'. "The 'Delegators' and 'Validators' ...

Ohanessian vindicated by record Praemium inflows

ALEX BURKE  |  FRIDAY, 7 JUL 2017
... which was: "To create a seamless and integrated investment solution to drive FUA adoption; to provide wealth management solutions to our global client base; to invest in enhanced product functionality to improve client efficiencies; and to deliver continuing ...

Netwealth celebrates managed accounts surge

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... director Matt Heine said. Heine said Netwealth's key focus is always to help clients access the best wealth management solutions while also ensuring they can build better, scalable, efficient businesses. "We continue to see the industry undergo a number ...