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| | | Financial services consultant Rice Warner believes there are opportunities for wealth management professionals to capitalise on personal investments outside of superannuation and in a market not always readily recognised. In its Personal Investments ... |
| | | | AMP subsidiary SuperConcepts has appointed an executive manager, SMSF technical and private wealth. Graeme Colley joins SuperConcepts from the SMSF Association, where he was director, technical and professional standards. Prior to that, he was national ... |
| | | | ... and we are deeply committed to a responsible investment approach which ensures a sustainable future. "Abigail brings a wealth of experience and is ideally suited to push forward the sustainable strategy of TH Real Estate, making certain it is embedded ... |
| | | | ... Fund, distributed by Ironbark Asset Management, has recently received substantial support from several research houses, wealth groups and platforms. The GLI Fund was recently upgraded to 'Highly Recommended' by Zenith, and is reinforced by a retained ... |
| | | | A 6% dip in the cash profit of Commonwealth Bank's wealth management division did not hold the bank back from recording a record after tax cash profit of $9.45 billion for the 12 months to 30 June, up 3% on last year. Wealth Management cash net profit ... |
| | | | Infocus Wealth Management has appointed a new non-executive director and chair-elect. Roy McKelvie is currently chair of Encompass Corporation, Condor Energy Services and the investment board of AMB Capital Partners. He is also a non-executive director ... |
| | | | ... value customers receive and improving the experience they have," Johnson said. "Life insurance plays a vital role in the wealth and health of Australians, but we recognise it is an inherently complex product. This initiative will help make managing insurance ... |
| | | | Mid-tier accounting, taxation and audit firm, Bentleys NSW, has launched a new financial advisory division, Bentleys Wealth Advisors. Led by newly appointed managing director of Bentleys Wealth Advisors, Matthew Cassidy, the division is focused on offering ... |
| | | | ... one year, one-third for two years and one-third for three years. Prime has eight investments in accounting firms and 35 wealth management joint ventures with accounting firms across Australia. |
| | | | ... client-first culture are said to be the main reasons behind a Perth-based financial advice firm joining Fitzpatricks Private Wealth. Paradigm Financial Consulting is the new Fitzpatricks partner, entering with a commitment to continue long-term service ... |
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