Search Results | Showing 31 - 40 of 232 results for "Intergen" |
| | | Multi-boutique Fairlight Capital Partners is expanding in Australia and is on the lookout for strategies it can introduce to its global network of family offices and institutional investors. Founded in 2018 by Thomas Gent, Charles Bamford and Alexander ... |
| | | | Integro has appointed a new head of advice for the East Coast, as the Perth-based firm surpasses $1 billion in funds under advice. Adam McRedmond is tasked with growing the firm both organically and through acquisition across New South Wales, Queensland ... |
| | | | The Financial Advice Association Australia (FAAA) has launched the Advice Academy in a bid to help and support new entrants. Advice Academy offers training modules from Kaplan Professional, mentoring opportunities, a professional year (PY) hours tracker ... |
| | | | An AustralianSuper investment professional has departed the nation's largest super fund to establish a fintech aimed at protecting seniors and their finances. David Choi resigned after four years in the role of director of options within the portfolio ... |
| | | | A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ... |
| | | | Not done with pulling Clime Investment Management out of the red, managing director Michael Baragwanath's bold plans to turn the ship around entail a product and culture overhaul, and even giving away his short-term incentives (STI) to staff. After ... |
| | | | LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ... |
| | | | BT is launching 'Focus' on its Panorama platform, a new low-cost investment menu in partnership with Vanguard Investments Australia. Available from October, the menu is designed to assist financial advisers in delivering scalable, cost-effective platform ... |
| | | | Some of the biggest names in funds management, superannuation and philanthropy will come together on Tuesday, September 23 for the annual Family Office and Manager InDay. InDay is the foundation's annual manager and family office showcase - a curated ... |
| | | | Treasurer Jim Chalmers has confirmed the government intends to cut taxes but also that broader tax reform is necessary. "When it comes to tax, the government's tax policies haven't changed. Our major focus is on cutting taxes, two more times for every ... |
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