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Showing 341 - 350 of 3358 results for "wealth management"

Most in-demand skills for financial services workers

ELIZA BAVIN  |  WEDNESDAY, 12 JUN 2024
... Content will remain invaluable," Perceptor director Richard Baker said. Baker said superannuation and the broader wealth management sector have been steady but subdued, with many organisations experiencing leadership changes due to mergers, consolidation ...

Super leaders take out King's Birthday honours

ELIZABETH FRY  |  TUESDAY, 11 JUN 2024
... Member of the Order of Australia for her significant service to business. Formerly a senior executive in the wealth management industry, she joined the UniSuper board in 2015. In that time, she has been chair of the insurance committee and chair of the ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... report also indicated that 78% of UHNWIs view value-added services as essential, and over 77% rely on their wealth management firms for support with inter-generational wealth transfer. However, as HNWIs seek more tailored guidance, 65% express concerns ...

Annual MAX Awards celebrates best in industry

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... Marketing, Advertising and Sales Excellence (MAX) Awards recognised the most influential professionals in the wealth management industry last night. The MAX Awards hosted more than 300 people to honour individuals and organisations across 22 categories. ...

Generation Development Group to take over Lonsec

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... acquisition will provide GDG with "full ownership of a highly strategic asset in an attractive segment of the wealth management sector." "We believe that Lonsec is well positioned for future growth supported by strong industry and regulatory tailwinds ...

Regal Partners acquires Merricks Capital

ELIZA BAVIN  |  MONDAY, 3 JUN 2024
... in capital across three dedicated funds and a number of co-investment vehicles for a broad range of wholesale wealth management firms, institutional clients and family offices. The acquisition will cost Regal approximately $235 million, comprised of ...

Koda Capital poaches five JBWere advisers

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
... high-quality team has decided to join Koda. The team have been drawn to Koda's independent and contemporary wealth management offering to successful Australians and for purpose organisations." Last December, Norman Zhang was offered a role at Koda as ...

Retail funds drive down admin fees: KPMG

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... super funds as well as SMSFs are in a net outflow position, KPMG said. KPMG national senior leader for asset and wealth management Linda Elkins said the issue that will concern the sector the most is sustainability. The flow of members is going to a ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... collaboration in the future to "drive mutual success and unlock further revenue opportunities." Meanwhile, Infocus Wealth Management founder and managing director Darren Steinhardt said he believes Infocus is an ideal home for Madison advisers, having ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... Financial Planning for two years. She also held senior roles at ANZ in advice and lending. "Helen is an experienced wealth management executive with a proven track record of leading large teams of people, driving transformational change and delivering ...