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Showing 521 - 530 of 3361 results for "Wealth management"

Spark Financial Group launches digital investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 5 APR 2023
... OpenInvest now had agreements with 38 such firms and was proud to be helping so many progressive dealer groups and wealth management firms to bring professional investing expertise and knowledge to everyday Australians, in all parts of the country.

Curbing super tax breaks for the wealthy: Consultation opens

ANDREW MCKEAN  |  MONDAY, 3 APR 2023
... substantial transaction costs." Meanwhile, as previously reported by Financial Standard, Morgans Financial head of wealth management Terri Bradford urged the government to consider the human impact of the proposed super reform. "A person who is currently ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... solution. The Sydney-founded advice and client engagement platform said the funding came from Invest Blue and Savant Wealth Management making the total capital raised to date $12 million. Luminant, which launched in the US last year, said the new capital ...

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
... amount must be withdrawn to maintain the tax-exempt status of the pension account. But Morgans Financial head of wealth management Terri Bradford noted that the proposed calculations stipulate that all super withdrawals must be included, not accounting ...

CFA Institute unveils major program overhaul

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
... markets, worth US$10 trillion in investment portfolios, and the need for highly trained professionals in the wealth management segment, worth US$130 trillion. Wiese noted the program now includes new modules on Financial Modelling, Python, and Analyst ...

Ignition chief executive resigns

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... forward to my next chapter in Australia, Asia and Japan, where I can contribute to the asset management, pensions, wealth management, financial advice and digital transformation areas specifically and help provide broad leadership and governance capability ...

Legalsuper appoints chief executive

JAMIE WILLIAMSON  |  THURSDAY, 23 MAR 2023
... business he founded in 2017. Prior, he has held senior roles with AMP, including as chief strategy officer for its wealth management business and managing director of advice distribution. He also spent more than 16 years at ANZ in a range of senior positions. ...

MSC Trustees names Singapore chief

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2023
... An operations manager has also joined the Singapore team. Matthew Tan adds over 25 years' experience in the wealth management industry, having worked with the likes of Citibank, Standard Chartered Bank, and Manulife Financial Advisers. "An experienced ...

Link Group appoints general manager

CHLOE WALKER  |  MONDAY, 20 MAR 2023
... experience across superannuation, administration, banking and finance, most recently serving as director of asset and wealth management at KPMG Australia. She has also held senior leadership positions at Mercer, including head of retail growth and partnerships ...

AMP, Dexus reach final sale agreement

CHLOE WALKER  |  MONDAY, 20 MAR 2023
... simplify AMP. "The sale allows AMP to have a clear focus on our go forward businesses of retail banking and wealth management in Australia and New Zealand," George said. "We will continue to build on the hard work of the past 12 months to position AMP ...