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Showing 4741 - 4750 of 9284 results for "wealth"

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... Financial Advisers' Rising Star of the Year Award are female. The accolade - which is presented in partnership with ANZ Wealth - recognises those who have been providing financial advice for less than four years and have made significant contributions ...

BNP Paribas AM acquires fintech

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... Solutions is now the preferred partner for all current and future robo-advisory solutions for BNP Paribas AM's retail and wealth management networks. Its solutions will be leveraged to enhance client journeys, combining advisory-guided or fully autonomous ...

Merger sees advice firms capitalise on capabilities

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... to enable the delivery of an enhanced level of financial and accounting services, increasing both business and personal wealth growth potential for clients. Navacue director Ian Fox said: "Working within Modoras creates an opportunity to collaborate ...

Mercer names new chief investment officer

EMMA RAPAPORT  |  THURSDAY, 7 SEP 2017
... performance of Mercer's suite of diversified funds and asset class building blocks. She will work closely with Mercer's global wealth team, which currently overseas more than $200 billion funds under management, of which more than $30 billion is managed ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... women in the financial advice profession, their community and their clients. Vying for the award this year are Wisdom of Wealth for Women founder Christina Cabrera; Wellthy founder Lea Schodel; principal adviser and broker at Nicole Heales Financial ...

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... its acquisition spree with the purchase of a highly targeted and integrated financial planning business specialising in wealth management for doctors and other medical specialists. The firm signed a binding sale and purchase agreement to acquire the ...

Boutiques actively proving value

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
... period than non-boutiques. According to Fidante's research, portfolios managed by active boutique managers generate greater wealth for clients. The study compares an equally-weighted portfolio from a large-cap boutique with that of a non-boutique, demonstrating ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... managing director John McMurdo to be the result of the newly secured capital, and in line with the national advisory and wealth management firm's mission towards expansion. McMurdo added that Fitzpatricks is delighted that a strong, culturally-aligned ...

New global head for Russell Investments

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
... Blair, she also served as a senior portfolio manager for 10 years and led the firm's investment counselling and private wealth management committee. Prior to that, Seitz held senior portfolio management roles with Concord Investment Company and NationsBank. ...

New manager for Charter Hall fund

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
... better understanding and insights into their businesses to drive outperformance for our clients. Matt brings with him a wealth of knowledge and should complement the existing 11-year relationship Charter Hall and GIC have enjoyed," Harrison said. Investors ...