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Showing 511 - 520 of 1010 results for "Private Wealth"

Scale integral to adviser success

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... financial advice businesses of the future will be those that have gained effective scale. That is the view of Fortnum Private Wealth, believing the increasingly challenging nature of running an advice business will give rise to advice collectives to ...

FPA award finalists named

JAMIE WILLIAMSON  |  THURSDAY, 4 OCT 2018
... Professional of the Year is Michael Carmody of Viva Wealth; James McFall of Yield Financial Planning; and VISIS Private Wealth's Chris Smith. Meanwhile, Eureka Whittaker Macnaught, VISIS Private Wealth and Wotherspoon Wealth are nominated for the FPA ...

Powerwrap appoints head of operations

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... high-net-worth clients. Bringing about 20 years' experience in financial services, Hartnett's knowledge of the Australian private wealth management industry adds further strength to the management team, Powerwrap chief executive Will Davidson said. "Andrew ...

Boutique appoints distribution lead

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... Devlin to its Melbourne office. In the newly-created role, Devlin will develop key relationships in the Australian private wealth market, acting as Warrakiri's head of family office and independent financial advisers (IFAs). In his most recent role ...

BT Financial Group proposes advice restructure

JAMIE WILLIAMSON  |  FRIDAY, 7 SEP 2018
... restructure anticipated to be complete by November this year. In October 2017, BTFG consolidated its advice and private wealth divisions. At the time the group said the restructure was part of a wider strategy to maintain pace with the rapidly evolving ...

Platform providers crack S&P/ASX 300

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
... FY21. Perpetual's slide comes after its FY18 results showed total NPAT grew 2% over the previous year. Perpetual's private wealth and corporate trust business jumped segment profits (before tax) by 14% and 16% respectively but the investments business' ...

Gonski asks philanthropists to have more heart

DARREN SNYDER  |  THURSDAY, 6 SEP 2018
... said. For more articles like this, go to www.fsprivatewealth.com.au or subscribe to our free monthly newsletter, FS Private Wealth.

Perpetual reports $140m profit, investments business dips

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
Perpetual has delivered a net profit after tax of $140 million for the financial year, as its private wealth and corporate trust units jumped in profits and the investments business dipped. The total NPAT is up 2% over FY17. Perpetual Investments profit ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
A former JP Morgan executive director joined a boutique private wealth firm in a newly-created role. Lipman Burgon & Partners has appointed Alex Pikoulas as portfolio manager within the firm's new investment Centre of Excellence. Bringing more than ...

Former licensee chief to lead fund manager

JAMIE WILLIAMSON  |  TUESDAY, 21 AUG 2018
... director and founder John Abernethy will switch his focus to growth objectives within the newly-established Clime Private Wealth. Currently licensed to provide personal advice on superannuation, it is currently awaiting ASIC approval to offer strategic ...