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| | | ... of greater market volatility, and the potential impacts of the Quality of Advice Review on the local industry yet to fully play out, it's essential that wealth managers keep pace with these changes..." Notably, full-service banks are the most common ... |
| | | | Private wealth manager Escala Partners is poised for a management overhaul that could see the appointment of a new chief executive, according to people familiar with the matter. Two senior executives - co-chief executive Pep Perry and investment chief ... |
| | | | ... smarter decisions" around contributions, investments, and retirement timing. It added that super funds have a powerful role to play in improving long-term outcomes, whether by supporting better contribution habits or managing investment risk dynamically. ... |
| | | | ... favour. "We think it is a unique asset. It is the dominant company globally from a semiconductor standpoint, and a 'pure-play fab', meaning the company only manufactures for other people. This is in complete contrast with Intel, which used to ... |
| | | | ... Younger said the group's role as one of Australia's largest service partners to advice businesses required it to step up and play a leadership role in solving the advice dilemma. "The massive task of building an impactful, thriving advice profession ... |
| | | | Rest has named a new chief investment officer, appointing a former super fund chief, following the departure of Andrew Lill in November last year. Michael Clancy, the former chief executive of Qantas Super, has been appointed to the role and is set ... |
| | | | ... and valuation resets in recent months, HNW investors continue to see alternatives as a "strategic component." "Platforms play a key role in helping advisers access the growing range of alternative assets while providing the administration, reporting ... |
| | | | Zenith co-founder David Wright and managing director Jason Huddy will leave the firm, saying their ambitions for the business no longer match those of owner FE fundinfo. The research house confirmed Huddy will exit the firm in July, shortly before Wright ... |
| | | | ... purchase, lease and planned expansion works simultaneously required creativity and a high level of execution - both of which play to the strengths of our team and integrated business model. We're also delighted to welcome PGIM Real Estate as a new partner ... |
| | | | The tariffs doled out - and then largely wound back or paused by - the Trump administration are unlikely to help the US realise its economic priorities, an industry conference has heard. Opening the Stockbrokers and Investment Advisers Association's ... |
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