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Showing 11 - 20 of 54 results for "Wealth industry"

HUB24 delivers record profit, growth

ANDREW MCKEAN  |  TUESDAY, 23 AUG 2022
... 112 new distribution agreements signed. "The business remains focused on our strategy to continue to lead the wealth industry as the best provider of integrated platform, technology and data solutions by developing innovate products and solutions that ...

Practifi launches deal management app

ANDREW MCKEAN  |  TUESDAY, 16 AUG 2022
Practifi has rolled out a business development app for the wealth industry that manages multiple growth activities while tracking pipeline performance. The app seeks to satisfy industry demand for comprehensive lifecycle management that tracks and manages ...

Wealth industry on the cusp of evolution: Report

CASSANDRA BALDINI  |  TUESDAY, 28 JUN 2022
The wealth industry is on the cusp of evolution, with predictions APAC and North America will drive around 80% of worldwide new wealth creation until 2026. According to a report published by Oliver Wyman and Morgan Stanley, leading firms that are accelerating ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... rebrand. Whelan said he is excited to lead "the most innovative technology offering for advisers and the broader wealth industry". Also commenting on the appointment of Lloyd, Whelan said: "The board sees Geoff as the ideal person to lead DASH through ...

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... critical business issues, driving efficiencies and cost savings not just for financial advisers but for the broader wealth industry," Whelan added. At the time of the rebrand, Whelan said: "At DASH, we see ourselves as a technology partner, rather than ...

AMP in enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 16 NOV 2021
AMP has entered a court enforceable undertaking with APRA over historical matters related to its superannuation business. The CEU follows more than two years of investigation by APRA and relates to trustees AMP Superannuation Limited and N.M. Superannuation ...

BlackRock names APAC wealth lead

KARREN VERGARA  |  TUESDAY, 19 OCT 2021
... Pacific Rachel Lord said the appointment of a head of wealth is an important step in serving clients in APAC. "The wealth industry in Asia is facing opportunities and challenges posed by demographic and regulatory changes, as well as growth in individual ...

Perpetual acquires advice firm

KARREN VERGARA  |  THURSDAY, 12 AUG 2021
... over the last five years. Perpetual Private group executive Mark Smith said the ongoing evolution of the domestic wealth industry has seen the withdrawal of the major banks in this space and higher qualification requirements for advisers. "This has resulted ...

Looking beyond high-dividend stocks

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
... the big four banks and is looking for the ways in which they will spend the proceeds from their exit from the wealth industry. "In ways they can support client engagement, support retention and then fight off competition from emerging fintechs such that ...

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... roles with AMP and Bank of America Merrill Lynch. The firm said her focus will be on growth via partnerships in wealth industry and in attracting more women advisers to join the industry. "...I look forward to building our national presence and our Lead ...