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Showing 341 - 350 of 1009 results for "Private wealth"

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... as a finalist in the AFA's Female Excellence in Advice Award twice. AFA Inspire national chair and Integro Private Wealth's Dawn Thomas was the Western Australian winner for building trust with a client who had previously received poor advice. Sunsuper ...

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
... said. The associate editors of Financial Standard 's stable of journals, including FS Advice, FS Super, FS Private Wealth, FS Managed Accounts and FS Sustainability, will regularly co-host the podcast alongside Williamson. The expert analysis of ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
The former general manager of private wealth at Wilsons Advisory will lead one of Easton Investments' licensees in a newly created role. Tara Ross has been appointed head of GPS Wealth, effective September 13. Ross will join from Wilsons Advisory where ...

Former adviser hit with criminal charges

KARREN VERGARA  |  MONDAY, 30 AUG 2021
... former financial adviser is facing criminal charges. Lawrence Toledo, who is a former representative of Sentinel Private Wealth, has been charged with breaching a financial services banning order on three occasions after appearing at the Brisbane Magistrates ...

Elston hires head of philanthropic services

JAMIE WILLIAMSON  |  WEDNESDAY, 25 AUG 2021
The private wealth firm has welcomed a new head of philanthropic services, bringing 20 years' experience in similar roles. Susan Chenoweth has taken the role at Elston, joining from Australian Philanthropic Services where she served as head of the APS ...

Iress steady amid OneVue integration

ELIZABETH MCARTHUR  |  THURSDAY, 19 AUG 2021
... market data, a full period contribution from OneVue and good progress with new client implementations across super, private wealth and in the UK. As expected, revenue in Australian financial advice declined as a result of re-sizing of enterprise client ...

ETF Securities to list pure play Hydrogen ETF

KANIKA SOOD  |  MONDAY, 16 AUG 2021
... offers an ETF on the theme overseas but not in its local business. Chugh expects the ETF to catch the attention of private wealth, advised and retail investors, which he says have shown greater affinity for thematic ETFs over the last 12-18 months. Along ...

Netwealth hires head of investment solutions

JAMIE WILLIAMSON  |  WEDNESDAY, 11 AUG 2021
... broader strategy to grow its asset management and managed accounts offerings, Netwealth has hired the former head of private wealth at Nikko Asset Management. A spokesperson for Netwealth confirmed Naomi Finnigan has been appointed to the role of head ...

NAB to buy Citigroup's Australian consumer banking business

KANIKA SOOD  |  TUESDAY, 10 AUG 2021
... mortgages and $4.3 billion in unsecured lending) and deposits of about $9 billion. The transaction includes Citi's private wealth management business. "NAB has recently completed the sale of its MLC Wealth Business to IOOF with its retained wealth businesses ...

Goldman Sachs hires for family office offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
Goldman Sachs has made two key appointments to lead its planned private wealth offering in Australia. The firm is building a local private wealth team to serve family offices and ultra-high net worth individuals. Chris Kavanagh and Aaron Shirley have ...