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Showing 4751 - 4760 of 9284 results for "wealth"

Citi expands Australian wealth business

KARREN VERGARA  |  TUESDAY, 5 SEP 2017
Citi will treble its Australian wealth management business by 2020, announcing plans to rapidly expand its client base and increase staff by more than 100 over the next three years. The firm is focusing on meeting the needs of Australia's rapidly growing ...

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
Infocus acquired a leading holistic financial advice business to provide the wealth manager with a Sydney office and to continue growing its national salaried advice strategy. Announcer, led by chief executive Andrew Rocks, will now fall under the Infocus ...

Grant Thornton bolsters dedication to retail clients via merger

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
Diversified advisory and wealth management firm Grant Thornton Australia will merge with a Melbourne-based global retail consultancy in an effort to further build on its growth advisory capabilities. Joining forces with GNC Group Consulting, the move ...

Implemented Portfolios hires for national expansion

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
... Perth and brings with her compelling local experience from her prior roles including at Perpetual, Westpac and Lawrence Wealth in Western Australia. Natasha will provide an unparalleled uplift to the team's development capabilities in Perth and nationally," ...

Female SMSF investors more focused on securing retirement

JAMIE WILLIAMSON  |  MONDAY, 4 SEP 2017
Female investors are increasingly using self-managed superannuation funds to build wealth, with women aged between 35 and 50 displaying different share trading habits to men. According to the latest CommSec SMSF Trading Trends Report, a comparison of ...

Adviser education renews ethics focus

KARREN VERGARA  |  MONDAY, 4 SEP 2017
... facing moral dilemmas. At the Chartered Institute for Securities and Investments (CISI) - a UK-based professional body - wealth, investment and financial planning professionals must pass an integrity test to become members. CISI, together with FINSIA ...

KPMG appoints new wealth management head

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
A promotion has opened the door to a new head of wealth management at KPMG Australia. Previously head of the firm's superannuation practice, Paul Howes will assume responsibility for the consultancy's entire range of asset management and investment ...

Young Aussies driving sharemarket

JAMIE WILLIAMSON  |  FRIDAY, 1 SEP 2017
... fundamental investment principles as record numbers of Generation Z and Y investors embrace domestic shares in order to build wealth. According to new insights from nabtrade, in the 12 months to 31 July 2017, domestic shares held by Gen Z and Gen Y rose ...

Australian Unity milestones underscore 2017 growth

ALEX BURKE  |  THURSDAY, 31 AUG 2017
... largely because of costs associated with integrating Home Care NSW. The majority of Australian Unity's assets are held in the wealth business - $973.4 billion as at 30 June 2017 - followed by independent and assisted living ($597.6 billion), healthcare ...

IRESS announces senior leadership restructure

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... the position existed in tandem with managing directors for specific geographic regions. The position of group executive - wealth management, currently held by IRESS chief executive Andrew Walsh, has also been removed. Walsh remains the chief executive. ...