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Showing 31 - 40 of 284 results for %22Wealth Management Project%22

Diverger highlights M&A progress, pipeline

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2023
... the FY25 M&A target following the acquisitions of AFSL Compliance, Priority Networking, and 35% of McGregor Wealth Management in the period. This saw it acquire $4.1 million in revenue; it's FY25 upper target is $5.3 million. It said negotiations are ...

AMP profits, declares first dividend since 2019

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2023
... Capital. It was also impacted by $25 million in remediation costs and $61 million in transformation costs. The wealth management business saw its assets drop from $142.3 billion to $124.2 billion, impacted by investment markets but also due to advice ...

Australian Unity recruits Vanguard veteran

ANDREW MCKEAN  |  TUESDAY, 7 FEB 2023
Australian Unity has a new executive general manager of operations for its Wealth and Capital Markets platform, recruiting from Vanguard. Australian Unity named Michael McGavigan as its new executive general manager; he joined the company on February ...

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
... Insignia have entered into a binding share sale agreement for the former's management team to buy the 45% stake which MLC Wealth had owned since 2017 when JANA's management acquired 55%. The shareholding transferred to Insignia when it, then ...

Mason Stevens grows platform, tech teams

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2023
... is a non-negotiable and I am looking forward to working closely across all facets of the business to further improve our wealth platform," Luong said. Meanwhile, Southern will drive the technology strategy and objectives, leading the infrastructure ...

Talaria appoints chief operating officer

ANDREW MCKEAN  |  MONDAY, 16 JAN 2023
... member of the leadership team that oversaw the large-scale remediation program following the 2014 ASIC Wealth Management Project. Ninness has also held operational roles at Digecom Solutions, First Abu Dhabi Bank (FAB), National Bank of Abu Dhabi, Macquarie ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... opposite," he said. Pertaining to the US, Pilger said financial advice is fragmented and ripe for disruption. "Wealth management in the US today is fragmented across multiple retirement plan advisers for plan sponsors and retail advisors for participants. ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... University PhD candidate Jorik van Zanden, Shula Public Relations and Policy founder Darren Phillip, and, Mercer Canada wealth leader Neil Lloyd. In the discussion wrap-up, JM3 Projects principal John Mitchem said target date funds' glide paths have ...

Aura Group launches multi-asset solution

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2022
... plus 2.5% over rolling five-year periods and is managed by Aura director and portfolio manager Ainsley Lee and director of wealth Tony Hoe Sng. Lee said the fund launch comes at a time where active management is needed to navigate volatile market conditions. ...

ESR, GIC start sustainable venture

CHLOE WALKER  |  THURSDAY, 6 OCT 2022
Alongside Singaporean sovereign wealth fund GIC, property giant ESR has raised $540 million for a combined anchor close of EADP II, a develop-to-core logistics fund that will further expand ESR Australia's strategy of delivering premium, sustainable ...