Search Results | Showing 31 - 40 of 9249 results for "wealth" |
| | | ... venture capital firm Bridgewest Ventures has scored an AFSL to expand in Australia, hoping to win over family offices, wealth advisers and institutional investors with a new fund. Founded in 2020, Bridgewest Venture invests in the sectors of life sciences ... |
| | | | ... over the 12 months. The five AFSLs attracting the most advisers were Akumin Financial Planning, RI Advice group, Picture Wealth, Consultum and Canaccord Genuity Financial. |
| | | | ... York for 14 years and worked at Westpac. She will replace Blair Vernon, whose role as chief executive of the ASX-listed wealth manager took effect on March 30, when incumbent Alexis George stepped down. Vernon commented: "Jackie brings significant experience ... |
| | | | The high-net-worth (HNW) population's vast pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. ... |
| | | | ... fees on page one or page 20. For your average investor, it's impossible to get through them," he says. Mercer head of wealth management investment solutions Rebecca Jacques says: "We totally understand some of ASIC's concerns." The asset consultant ... |
| | | | ... gain traction across the financial services sector amid growing focus on retirement preparedness and the intergenerational wealth transfer. Members with more complex estate planning needs can access additional legal advice through Safewill Legal for ... |
| | | | ... business to another listed entity to better focus on its proprietary digital advice, separately managed accounts and investor wealth platform. The Intelligent Investor business, comprising the website and management rights to its four ETFs, will be sold ... |
| | | | ... strategies simultaneously, from account establishments to recontributions." Meanwhile, TAL general manager of retirement and wealth Shaun Bransdon said TAL is pleased to be supporting the new solution. "Australians who have started utilising innovative ... |
| | | | ... director and chief executive Matt Esler said advisers need to lean into compliance as they are fiduciaries of clients' wealth. Applying quality assurance throughout the process - from advice guidance to advice generation - or "audit in real time" is ... |
| | | | ... Unity. After closed to 17 years with HESTA, Andrew Major will join Australian Unity as chief investment officer in the wealth and capital markets division. Major held a number of roles at HESTA over his tenure, including chief risk officer and more recently ... |
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