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Showing 311 - 320 of 3361 results for "Wealth management"

Count reports strong results on back of Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 30 AUG 2024
... with at least $4 million in annualised run rate expected. "This elevated Count to become the second largest wealth management advice firm in Australia, reinforcing our commitment to growth and ensuring more Australians have access to quality financial ...

Clime posts $3.8m loss

ANDREW MCKEAN  |  FRIDAY, 30 AUG 2024
... and costs associated with licensing financial advisers, which increased business risk without benefiting its wealth management and advice business. He added that the licensing business had stagnated inside a financial market that was declining under ...

Fidelity appoints new managing director

ELIZA BAVIN  |  THURSDAY, 29 AUG 2024
... solutions in response to evolving investor needs, along with the expansion of support for Fidelity's advice and wealth management clients, Fidelity said. Prior to Fidelity, Glazier was at Ellerston Capital for five years where his last position was head ...

Perpetual chair to leave as $472m loss recorded

JAMIE WILLIAMSON  |  THURSDAY, 29 AUG 2024
... Underlying profit came in at $206.1 million, up 26% on FY23. Perpetual attributed this to stronger earnings in its wealth management and corporate trust arms, which are being offloaded to KKR. The wealth management division saw underlying profit before ...

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%. ...