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Showing 311 - 320 of 3357 results for "Wealth Management"

Financial Standard nominated for Publication of the Year

STAFF WRITER  |  WEDNESDAY, 28 AUG 2024
... building strong partnerships, and driving the evolution of the investment industry." The awards program covers wealth management, funds management, and partner services. Awards include Holistic Advice Firm of the Year, Dealer Group of the Year, Australian ...

Sequoia ends FY24 with 350 advisers

KARREN VERGARA  |  TUESDAY, 27 AUG 2024
... Interprac Financial Planning brand and add expertise and new business specialist equity advisers under the Sequoia Wealth Management brand, so we can further expand on the footprint we have established in the Equity Capital Markets and higher net worth ...

SSGA takes 5% stake in Raiz

KARREN VERGARA  |  MONDAY, 26 AUG 2024
... increase operational efficiency and reduce costs via automation and enter into white-label agreements with the wealth management industry. For SSGA, the deal means making its ETFs available on Raiz's platform. SSGA's SPDR S&P/ASX 200 Fund (STW) ...

Minchin Moore merges with Brand Financial

ELIZA BAVIN  |  THURSDAY, 22 AUG 2024
... manager for Queensland. Brand is the founder of Brand Financial and brings over two decades of expertise in wealth management and financial planning. Minchin Moore said his deep knowledge of the Queensland market and his commitment to client-focused ...

Perpetual names new chief executive

KARREN VERGARA  |  WEDNESDAY, 21 AUG 2024
... gardening leave and continues to work with the board to complete the sale of Perpetual Corporate Trust and the wealth management unit that will overhaul the firm into a standalone asset manager. Kohlberg Kravis Roberts (KKR) is set to acquire the wealth ...

Bell Financial half-year profit soars 50%, revenue up

ANDREW MCKEAN  |  FRIDAY, 16 AUG 2024
... corresponding period, while revenue rose to $138.7 million, up 18.3%. The diversified financial services and wealth management firm also reported that its Retail & Institutional broking business had strong growth, with revenue of $90.7 million, up 18.3%. ...

Cost cutting returns Bravura to profit

KARREN VERGARA  |  WEDNESDAY, 14 AUG 2024
... develop Bravura's Sonata software, paying a one-off licence fee of £29 million. Bravura currently provides wealth management technology and related services to Fidelity subsidiaries. The agreement means Fidelity will have a perpetual, non-exclusive ...

How many advisers will Australia have in 2044?

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... advisers are strategically less important, the successful remaining ones are now much more important because in a wealth management market that is violently disrupting, fund managers need effective financial advisers more than ever. And that is before ...

Iress snags Insignia Financial executive

ELIZABETH FRY  |  FRIDAY, 9 AUG 2024
... Iress chief executive Marcus Price noted his strong track record of leading transformational change within the wealth management industry, with considerable experience in the operating and risk environment within superannuation. "He brings extensive ...

Former wealth management chief ousted from financial services

ANDREW MCKEAN  |  FRIDAY, 2 AUG 2024
The founder and former chief executive of wealth management firm United Global Capital, Joel Hewish, has been slapped with a 10-year ban from providing financial services. Hewish, who is also prohibited from holding any role within a financial services ...