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Showing 461 - 470 of 3361 results for "Wealth Management"

Fund manager injects $28m in Stockspot

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2023
... Investments' support, we are poised to reshape the investment landscape and redefine how Australians approach wealth management," he said. Stockspot launched in 2013 and is touted as the country's first robo-adviser. The good news for Stockspot ...

Veteran adviser cops permanent ban

KARREN VERGARA  |  TUESDAY, 15 AUG 2023
... derivatives without the proper authorisations. Donald James Cuthbertson, the founder and director of Professional Wealth Management Services (PWMS), Professional Wealth Management (PWM), and Professional Wealth Investments, will no longer be able to ...

AMP provisions $50m in response to class action

ANDREW MCKEAN  |  THURSDAY, 10 AUG 2023
... Court's conclusive orders on the judgement, AMP chief executive Alexis George declared the financial advice and wealth management group's hesitancy in deciding on any appeal. "We have booked a $50 million provision in response to the judgment ...

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
... Deanne Baker will serve as deputy chief investment officer. Previously, Lim served at Morgan Stanley Private Wealth Management Asia for seven years as its co-head of investment management services. Prior to Morgan Stanley, Lim managed Australian Ethical ...

Ignition poaches from Bravura Solutions

CHLOE WALKER  |  WEDNESDAY, 9 AUG 2023
... new business development director for Asia Pacific. Speirs brings over 25 years' experience in the Australian wealth management industry, the last 16 years being at Bravura. He has also held tenures at Westpac and Macquarie Bank. In his new Sydney-based ...

PGIM client group lead in sudden departure

ELIZABETH FRY  |  FRIDAY, 4 AUG 2023
... for Australia and New Zealand. He replaced Cameron Sinclair, who spent five years in the role before founding wealth management platform tWC Investment Management. In a role that placed an even greater emphasis on institutional relationships, Brewer ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... transformation office. Before Iress, she held senior roles at BT Financial Group and other advice practices. The wealth management unit's chief executive Harry Mitchell said: "Kelli and Amara bring complementary skill sets and impressive experience ...

Capital Partners acquires Partnership Wealth Management

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
Capital Partners Private Wealth Advisers has acquired Partnership Wealth Management. In a deal that was finalised yesterday, The Partnership Wealth Management team will merge with Capital Partners, joining a team of 41 which includes 13 wealth advisers. ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... they're still two standalone offerings." CFS Edge was developed in collaboration with FNZ, a global leader in wealth management platforms. "FNZ deal with 100,000 advisers and manage over $2 trillion in Australian dollar assets, so partnering with ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by principals Daniel Molesworth and Robert Wood. Its establishment came in mid-2021, resulting ...