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Showing 501 - 510 of 3363 results for "Wealth Management"

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... Australia's leading integrated accounting and wealth services providers and a major player in the future of wealth management in Australia," he said. "This strategic acquisition follows our recent brand transformation from CountPlus to Count and ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN  |  TUESDAY, 23 MAY 2023
The Australian Financial Complaints Authority (AFCA) has shed light on what it considers systemic shortcomings in the superannuation, investment, and financial advice industries. The AFCA Systemic Issues Insights report identified multiple instances ...

Praemium names chief technology officer

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... innovate and grow our business and will solidify our commitment to creating market-leading technology solutions for wealth management firms." Wamsteker added, with expertise in designing and implementing complex financial systems and delivering technology ...

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... acquisition, it closed a seed funding round totaling $5.2 million following backing from Invest Blue and Savant Wealth Management. Invest Blue explained its investment in Lumiant follows its strategic partnership with outsourcing company Virtual Business ...

Tishman Speyer, Raffles Family Office launch APAC fund

CHLOE WALKER  |  FRIDAY, 12 MAY 2023
... intergenerational wealth transfers and new wealth emerge, family offices continue to gain traction as preferred wealth management vehicles due to the enhanced control and flexibility they provide. "This collaboration seeks to capitalise on the unique ...

High super balance tax needs work: Podcast

CASSANDRA BALDINI  |  THURSDAY, 11 MAY 2023
In a new podcast, HLB Mann Judd wealth management partner Michael Hutton says the plan to double concessional tax rates on super balances over $3 million has many pain points. Speaking with Financial Standard, Hutton said he is not a fan of the proposal ...

UBS outlines new operating model, leadership

CASSANDRA BALDINI  |  WEDNESDAY, 10 MAY 2023
... and was most recently chief financial officer and head of business performance and risk management for global wealth management. He has held various leadership roles across finance in the US and Switzerland and will also be appointed to the group executive ...

Iress outlines product-led growth strategy

ANDREW MCKEAN  |  FRIDAY, 5 MAY 2023
... be chief executive of Managed Portfolio, and former Mine Super chief executive Harry Mitchell will head the Wealth Management division. In addition to these changes, Iress appointed Ana Smith as chief transformation officer, former Credit Clear chief ...

Private markets boost Macquarie AM results

KARREN VERGARA  |  FRIDAY, 5 MAY 2023
... Markets' portfolio as of Dec 20, having established net zero business plans by 31 Dec 22," MAM said. For the wealth management business, funds on the platform slightly rose to $123.1 billion or 4% year on year. Macquarie Wrap's managed accounts ...

Industry fund market share soars: KPMG

ANDREW MCKEAN  |  THURSDAY, 4 MAY 2023
... starting their first job, changing jobs, or transitioning to retirement. KPMG national sector leader - asset and wealth management Linda Elkins said: "A continuing, and intensifying trend is the direct competition between funds to attract and retain ...