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Showing 3351 - 3360 of 9281 results for "wealth"

Bearish sentiment bites Aussie investors

ALLY SELBY  |  THURSDAY, 30 JAN 2020
... two months' time. That might be why investors are looking a bit bearish, shifting their priorities to preserve their wealth in case of a correction, or worse, a recession. Investment Trends senior analyst King Loong Choi said investors are turning ...

Wealth manager promotes from within

ALLY SELBY  |  THURSDAY, 30 JAN 2020
The Adelaide-based arm of an accounting and advisory firm has promoted a long-term staff member to managing principal. Ben Brazier will take over the reins as managing principal at Pitcher Partners Adelaide for 2020, after 23 years with the firm, 17 ...

Advisers still unclear on referral rules

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JAN 2020
... on what kind of referrals are allowed. Amid news at the start of the year that Mark Bouris' Yellow Brick Road would exit wealth to focus on mortgages, a referral agreement that was part of the sale sparked debate. As part of the agreement, Sequoia Group ...

GAM hires, launches new strategies

ELIZA BAVIN  |  WEDNESDAY, 29 JAN 2020
... has been appointed manager - key accounts and will be responsible for developing GAM's distribution efforts in the wealth advisory market. Crewe joins GAM from Pengana Capital where he was lead business development manager for NSW and New Zealand. ...

Future Fund returns 14.3% for the year

KANIKA SOOD  |  TUESDAY, 28 JAN 2020
Australia's $168 billion sovereign wealth fund returned 14.3% last year, while warning that future returns will be lower. Future Fund left its allocations largely unchanged during the year, only taking away marginally from most asset classes to ...

Apt Wealth Partners acquires firm

ELIZABETH MCARTHUR  |  TUESDAY, 28 JAN 2020
Apt Wealth Partners, a national financial advice business with more than $1.5 billion in funds under management, has acquired a Melbourne-based advice firm. Apt Wealth Partners has acquired Semaphore Private. The acquisition will see James McGregor ...

SMSFA chief slams regulators, FASEA

ALLY SELBY  |  FRIDAY, 24 JAN 2020
... significant changes." This, he said, needs to be rectified to smooth the "dynamic" road ahead for the financial advice and wealth industry. "The marketplace for the whole superannuation system and for financial advice and SMSFs is very dynamic at the ...

Netwealth to tap growing HNW demand

HARRISON WORLEY  |  FRIDAY, 24 JAN 2020
Netwealth is looking to take advantage of growing demand among high net-worth and private wealth investors for sophisticated platform offerings, with plans afoot for the launch of a premium product within months. The $28 billion platform is set to launch ...

NGS Super sets up impact committee

KANIKA SOOD  |  FRIDAY, 24 JAN 2020
... year, its chief investment officer Ben Squires earned a spot on Public Investor 100, compiled annually by the Sovereign Wealth Fund Institute (SWFI). The list, which was topped by Future Fund chief executive David Neal, ranks executives at the world's ...

AMP adds competitors to platform

ELIZABETH MCARTHUR  |  FRIDAY, 24 JAN 2020
... upgrades." Bourguignon hinted that the expanded insurance offerings are part of a new year resolution for the Australian wealth giant's platform business. "With more external financial advisers and their clients adopting MyNorth, we'll continue investment ...