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Showing 21 - 30 of 77 results for "Wealth Services"

Former advisers costs CBA $1.2bn in remediation

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2023
... $108 million for program costs. Some $704 million of the total customer remediation bill was attributed to other wealth services relating to advice quality, consumer credit insurance products, certain superannuation, and other products. About $673 million ...

Hejaz debuts Australia's first Islamic pension product

ANDREW MCKEAN  |  WEDNESDAY, 9 AUG 2023
... ever Islamic pension product, alongside a new super offering, advancing its commitment to offer comprehensive wealth services tailored for the Muslim community in Australia. Hejaz Islamic Super and Pension provides growth, balanced, and conservative ...

Integro Private Wealth welcomes GM

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... several high-liquidity events, particularly in the mining and agriculture sectors, driving the demand for private wealth services. Integro Private Wealth added: "This appointment marks a significant milestone as the firm looks to expand its presence ...

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
... expand across the country, cementing our position as one of Australia's leading integrated accounting and wealth services providers," Humphrey said.

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... expand across the country, cementing our position as one of Australia's leading integrated accounting and wealth services providers." Burrows expressed excitement about the opportunities the new Count Adelaide business will bring to clients in South ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... CountPlus. "The Affinia acquisition positions Count as one of Australia's leading integrated accounting and wealth services providers and a major player in the future of wealth management in Australia," he said. "This strategic acquisition follows ...

Allan Gray transfers platform, exits super

JAMIE WILLIAMSON  |  MONDAY, 6 MAR 2023
... funds management business. Effective April, Allan Gray will transfer the Allan Gray Solutions platform to OneVue Wealth Services. The platform includes Allan Gray Superannuation and Retirement and Allan Gray Investments. Following the transfer, the Allan ...

Equity Trustees records solid 1H23 result

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2023
... billion. This is 4.4% higher than the prior half. AET contributed additional FUMAS of $6.8 billion. The Trustee and Wealth Services business saw a 10% growth in revenues, partially offset by adverse markets. There was a one-month contribution from AET ...

TrustQuay, Viewpoint merge to accelerate change

CHLOE WALKER  |  TUESDAY, 21 FEB 2023
... efficiency of our clients." Just last year, Equity Trustees partnered with TrustQuay to centralise its Trustee and Wealth Services business and digitise the end client experience.

Equity Trustees confirms AET acquisition

CASSANDRA BALDINI  |  MONDAY, 22 AUG 2022
... well as expanding our presence in Queensland and New South Wales," he said. "It adds scale to our trustee and wealth services (TWS) private client offering, particularly in our Indigenous and health and personal injury businesses and supports our ongoing ...