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Showing 491 - 500 of 3363 results for "Wealth Management"

FinClear partners with trading platform

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... services for Webull customers trading in Australian-listed securities. It joins the likes of Ord Minnett, Crestone Wealth Management, Superhero, Stake and Velocity Trade, which have partnered with FinClear in recent years. With about 35 million app users ...

UBS completes landmark Credit Suisse acquisition

ANDREW MCKEAN  |  TUESDAY, 13 JUN 2023
Wealth management powerhouse UBS has completed its acquisition of Credit Suisse, marking the end of the largest banking deal since the 2008 Global Financial Crisis. UBS acquired the crisis-stricken Credit Suisse for US$3.2 billion, with support from ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
The wealth management industry has broadly welcomed the bulk of the Quality of Advice Review recommendations Labor will prioritise, with many agreeing that the reforms will fix financial advice and ultimately benefit consumers. In releasing the first ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
... affordable as it announces which out of the 22 Quality of Advice Review recommendations will become a reality for the wealth management sector. Minister for financial services Stephen Jones today unveiled a number of reforms that aim to remove the red ...

AMP offloads SuperConcepts

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... yet another step in simplifying the AMP business and delivering on the promises to focus on retail banking and wealth management," AMP chief executive Alexis George said. "The purchasers are more natural owners of the SuperConcepts business, and we will ...

HNW population sees biggest decline in decade

CHLOE WALKER  |  WEDNESDAY, 7 JUN 2023
... growth focus, through tech stocks, transitioned to value stocks. "Despite the global unpredictability, HNWIs and wealth management firms remain interested in alternative investments and notably in ESG products, too," Capgemini said. While many HNWIs ...

MAX Awards recognises best of the best

KARREN VERGARA  |  FRIDAY, 2 JUN 2023
... Marketing, Advertising and Sales Excellence (MAX) Awards honoured the most influential professionals in the wealth management industry last night. The MAX Awards hosted about 350 people at the glittering Crown and recognised individuals and organisations ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
... also about capital management and structuring for the future. "These goals lead to the need for more complex wealth management. "We are also seeing the rise of family offices where the function of that office goes beyond pure investment and addresses ...

Allianz Retire+ strengthens distribution team

ANDREW MCKEAN  |  MONDAY, 29 MAY 2023
Allianz Retire+ bolstered its wealth management operations, with two state managers joining the distribution team in recent times. Stephen Armstrong joined this month in the newly created role of state manager for Western Australia (WA) and South Australia ...

AMP restructures wealth management, chief exits

KARREN VERGARA  |  MONDAY, 29 MAY 2023
AMP has made the chief executive role of its local wealth management business redundant as it restructures to a new operating model. Australian Wealth Management (AWM) will see chief Scott Hartley exit by the end of the year. "With the recent [AMP Capital] ...