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Showing 3641 - 3650 of 9281 results for "wealth"

Class expands executive line-up

HARRISON WORLEY  |  THURSDAY, 4 JUL 2019
... chief executive Andrew Russell noted Wilson's "proven track record across a range of industries", including retail banking, wealth management, online broking and ecommerce. Finally, experienced sales professional James Delmar has been appointed chief ...

Private wealth firm adds partner

KARREN VERGARA  |  THURSDAY, 4 JUL 2019
Cardena Private Wealth has promoted a long-serving financial adviser to partner. Tom McDonald was named partner after joining the Sydney-based firm more than 10 years ago. Prior to Cardena, McDonald was also a financial adviser at Arrive Wealth Management. ...

Boutique advice firms merge

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
Two Sydney-based boutique financial advice firms have merged operations. Twelve Wealth has merged with Minchin Moore, effective this week. Twelve Wealth founder Cathryn Gross is now partner and principal adviser at Minchin Moore. Minchin Moore is headed ...

AMP bolsters managed portfolio offering

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
AMP moved to strengthen the managed portfolio offering on its flagship wrap platform. Wealth manager AMP added Zenith Investment Partners and Quilla Consulting to the managed portfolio range on MyNorth, and will partner with advice practices to create ...

Xplore Wealth launches new solution

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
In its first major move since rebranding, Xplore Wealth launched a new wrap platform. The first major product initiative since shedding its managedaccounts.com.au branding earlier this year, Xplore Wrap is Xplore Wealth's new platform offering to advisers ...

Australians rapidly gaining wealth: Roy Morgan

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUL 2019
... doubled from 2007 to 2019, up 96%. During the same period, debt held by Australians increased by just 78.6% resulting in net wealth now being 98.7% higher in 2019 than it was in 2007. These are the key findings from the Roy Morgan Wealth Report, this ...

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
... more financial advisers, expand its investment offering and potentially acquire advice books as it builds out its private wealth business. The 23-year-old firm managed $887 million at March end. It has traditionally managed equities funds for the wholesale ...

Raiz hikes fees for low balances

KARREN VERGARA  |  TUESDAY, 2 JUL 2019
... monthly customers. Funds under management reached $331 million at the end of May 2019. Raiz was named as a finalist in the Wealth Management category at this year's FinTech Australia Finnie Awards.

Advice firm expands to Dubai

ELIZABETH MCARTHUR  |  TUESDAY, 2 JUL 2019
A financial advice firm catering to Australian expats is set to establish a new office in Dubai. Atlas Wealth Management will open a new office in Dubai, located in the Dubai International Finance Centre. The goal of the expansion is for Atlas to provide ...

AMP Life appoints temporary investment chief

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... In the days following the announcement, Merlon Capital Partners' Hamish Carlisle and Neil Margolis called AMP's sale of wealth protection and mature businesses "under-priced and value destroying". AMP chair David Murray defended the sale at its annual ...