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Showing 3691 - 3700 of 9281 results for "wealth"

Spitfire acquires adviser platform, names chief

ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
Spitfire has acquired a financial adviser platform with $2 billion in funds under management. It also appointed its inaugural chief executive and a chief product officer from BT Financial Group. Spitfire completed the acquisition of platform and wrap ...

Fund manager buys into Morphic AM

KARREN VERGARA  |  MONDAY, 3 JUN 2019
... access to Ellerston's experienced investment team and we substantially improve our reach to investors whose aim is to build wealth by following the principles of socially responsible investing." Ellerston chief investment officer Chris Hall said stewardship ...

CFS taps senior Qantas Super executive

KANIKA SOOD  |  MONDAY, 3 JUN 2019
... legal counsel. He will commence in the new role at CFS this week. CBA has previously announced intentions to demerge its wealth management and mortgage broking businesses by end of this year, subject to regulatory approvals. In March, it said it has ...

Shock win leaves investors worse off

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... same as legislation," he says. Financial advisers agree, with many steadfast against making changes to portfolios. Story Wealth Management chief executive Anne Graham says there were too many variables at play to advise clients to sell down equities. ...

Chief operating officer joins platform

KARREN VERGARA  |  FRIDAY, 31 MAY 2019
... Stanley after nearly 12 years, working in a senior capacity for the Australian business, firstly as director of private wealth management for sales and business development. He then became head of private wealth management for managed investment solutions ...

Advice dealer group shutters

HARRISON WORLEY  |  FRIDAY, 31 MAY 2019
More than 30 financial advisers are left without a home as Spectrum Wealth Advisers shuts up shop. Freedom Insurance Group has today revealed Spectrum will close earlier than originally intended as it can no longer meet a "key person" requirement of ...

Wealth firm backs new Perennial fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
Morgan Stanley Wealth Management will invest $25 million in a new fund from Perennial's small and micro caps team. The Perennial Private to Public Opportunities Fund will hold 30-45 investments in pre-IPOs, IPOs and unlisted growth capital. There ...

Managed Account Awards finalists revealed

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... Brad Matthews, Paula Saliba, Mark Oliver and Stuart Alsop. The finalists are: Licensee Managed Account Canaccord Crystal Wealth Prime Financial Group Royston Capital Stanford Brown Viridian Advisory Innovation BTFG Investum JB Were Nucleus Wealth Praemium ...

Melbourne advisory launches MDA

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... discretionary account provider Philo Capital Advisers launched an MDA service with a Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting from JANA and ...

Super funds can spearhead infrastructure: Expert

HARRISON WORLEY  |  WEDNESDAY, 29 MAY 2019
... Thomas said it was hard to put a number on it, but noted the decision of Australia's big four banks to jettison their wealth management operations was mathematical. The big banks certainly tried the wealth management and life insurance route, but ...