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Showing 4251 - 4260 of 9281 results for "wealth"

US giant acquires Aussie super consulting business

ALEX BURKE  |  FRIDAY, 15 JUN 2018
... consulting services company along with its technology-based sister firm as part of a continued play into the Australian wealth market. Arthur J. Gallagher & Co. (Gallagher) has purchased Finergy Solutions and Avantek. Finergy focuses on employee benefit ...

NSW fintechs dominate Finnie Awards

HARRISON WORLEY  |  THURSDAY, 14 JUN 2018
... to NSW fintech innovators. The night saw 23 awards presented by a panel of 81 domestic and international judges across wealth management, regtech, insurtech, artificial intelligence, blockchain, and lending. Automated budgeting app PocketBook took home ...

Listed fintech partners for financial wellness

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... its distribution strategy and launched a new financial wellness program. Marketplace lender Wisr has partnered with Your Wealth Hub, a digital financial literacy and employee benefits offering co-founded by Association of Financial Advisers national ...

Advice and stock broking firm fined $35k

HARRISON WORLEY  |  WEDNESDAY, 13 JUN 2018
An advice and stockbroking firm offering services to institutional and private wealth investors has copped a $35,000 fine to comply with an infringement notice served by the markets disciplinary panel. The markets and disciplinary panel believed Wilsons ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution for Fitzpatricks' current MDA offering. Fitzpatricks group managing director ...

Former AMEX director joins wealth consultant

HARRISON WORLEY  |  WEDNESDAY, 13 JUN 2018
An independent wealth management consultant appointed a former AMEX director and TAL business transformation manager to lead its Sydney office. Wendy Colaco joined QMV as the firm's new principal consultant to lead the Sydney office and provide senior ...

Best-in-show funds pose pressing issues for advisers

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
The Productivity Commission's proposed best-in-show list of the top 10 default superannuation products could have pressing implications for financial advisers which shouldn't be overlooked. According to Wealthdigital technical manager Rob Lavery, the ...

Future Fund reshuffles investment team

KARREN VERGARA  |  TUESDAY, 12 JUN 2018
... portfolio are in great shape and well positioned to continue to deliver outstanding results," Brakey said. The sovereign wealth fund was valued at $141bn as at 31 March 2018.

Global $221bn manager hires BlackRock exec for new Australian office

ALEX BURKE  |  TUESDAY, 12 JUN 2018
A global investment manager headquarted in Zurich has appointed the head of wealth for BlackRock's local iShares business to lead an expansion into the Australian market. Alex Zaika will become managing director for Australia at GAM Investments ...

AMP Capital appoints new chair

KANIKA SOOD  |  FRIDAY, 8 JUN 2018
... Bank's chief executive, having joined Suncorp as group chief financial officer in 2010. He was also group executive private wealth at Perpetual and corporate advisory services manager at PwC. AMP Capital also appointed Debra Hazelton as a non-executive ...