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| | | ... wholesale distribution strategy while deepening relationships with dealer groups, independent financial advisers, private wealth firms, family offices, research houses, platforms, and consultants. She brings over 20 years of industry experience, including ... |
| | | | ... manager at Insignia Financial and a member of its Investment Committee. Earlier in his career, Utreja held roles at ANZ Wealth, Mercer Investment Consulting, Macquarie Wealth Management and Mercer Investments. Finally, Rob Pereira has taken on a new ... |
| | | | ... Nick Reid, head of the Southern region for investment services, and will work with clients on investment strategies and wealth management. At Qantas Super, Chen led private markets investments across private equity, real assets, venture capital, and ... |
| | | | Almost half of all super funds have seen a decline in member accounts over the last year, despite the number of member accounts across the industry having increased. APRA assessed super funds' performance against a variety of metrics over one, three ... |
| | | | ... Macquarie has publicly stated around 60 investment options will be removed. However, reporting by the AFR suggests the wealth giant is planning to cut hundreds of options. Among those cut are five Platinum funds, multiple Pengana offerings, and the La ... |
| | | | Today Betashares announced the expansion of its Wealth Builder range, with the launch of the Betashares Wealth Builder Global Shares Geared Complex ETF (GGBL). Now listed on the ASX, GGBL is a moderately geared exchange-traded fund that invests in global ... |
| | | | ... are all investors. "Also of concern is the decision by a number of investors, including superannuation funds, sovereign wealth funds and other member-based organisations, to absent themselves from these meeting," Hostplus said. "By failing to attend ... |
| | | | ... Guardian collapses can access recourse. Anne Street Partners, Nextgen Financial Group, Dover Financial Advisers, Spectrum Wealth, Libertas Financial Planning, and Brite Advisors are also on the list of advice groups where claims against them have been ... |
| | | | ... 2023. He was the authorised representative of Financial Services Partners from 12 December 2018 to 13 November 2020, and Wealth Trail from 13 November 2020 to 18 October 2023. Between February 2020 and December 2023, Del Vecchio misappropriated a total ... |
| | | | ... are young professionals who want to make use of their money idly sitting in a savings accounts, hoping to achieve better wealth goals. It services the bigger end of town, too. SMSFs, trusts, high-net-worth individuals and non-profit clients have all ... |
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