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Showing 3281 - 3290 of 9281 results for "wealth"

Desktop Broker hires senior sales exec

ELIZABETH MCARTHUR  |  THURSDAY, 5 MAR 2020
Adviser platform Desktop Broker has appointed a new senior sales executive who previously worked at Xplore Wealth and Powerwrap. Richard Carr will oversee Desktop Broker's new adviser support model in Victoria, South Australia, Western Australia ...

HUB24 appoints interim chief financial officer

ALLY SELBY  |  THURSDAY, 5 MAR 2020
Wealth management platform HUB24 has appointed a new interim chief financial officer and joint company secretary following the incumbent's resignation in December last year. Debbie Last has nabbed the role, effective today, and brings with her 25 years ...

Northern Trust climbs custody league tables

HARRISON WORLEY  |  WEDNESDAY, 4 MAR 2020
... ACSA's custody members. Key underlying client segments include superannuation funds, fund managers, insurance companies, wealth platforms, government entities plus major charities and endowments," Brown said. "Accordingly, the statistics represent net ...

Madison advisers loyal amid sale

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... advice group, but also three other businesses WealthPortal, AdviceNet and ProActive Portfolios. The three companies cover wealth management, licensing and compliance. Madison's advisers look after about $3.8 billion in funds under management and ...

Stanford Brown hires Deloitte director, acquires firm

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
The Sydney wealth and advice firm has hired a senior director from Deloitte, as it kicks off its accounting offering with an acquisition of a local practice. Stanford Brown has appointed Dean Crossingham to head the accounting business. Crossingham ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Wealth management platform WealthO2 has appointed a national business development manager, set to build awareness of the quickly growing service. Former Lonsec senior BDM, Greg Schapkaitz, has nabbed the newly created role, and will report directly ...

Group premiums rise 34%

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2020
Members of Defence Bank Super and Crescent Wealth Super have been notified their insurance premiums will increase 34%, after TAL advised it would increase premium rates. The funds informed members the changes were as a result of recent legislative changes ...

Coronavirus no match for Future Fund

HARRISON WORLEY  |  WEDNESDAY, 4 MAR 2020
Future Fund chief investment officer Raphael Arndt is confident Australia's sovereign wealth fund can handle the impacts of the coronavirus outbreak, thanks to its diversification. Appearing before the Senate Finance and Public Administration Legislation ...

Investment firm nabs former BlackRock fundie

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... non-executive director on the boards of both APN Property Group and APN RE. The real estate manager said Carter would bring a wealth of experience to the board. "Danielle has more than 25 years' combined real estate and financial services industry experience," ...

Pinnacle boutique eyes wholesale market

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... 8.9% is gross annualised income. Its usual investor base includes superannuation funds, charitable foundations, sovereign wealth funds and offshore pension funds. The new wholesale vehicle, the Palisade's Unlisted Infrastructure Trust (PUIT), has a minimum ...