Search Results | Showing 5411 - 5420 of 9286 results for "wealth" |
| | | ... Financial Services (HMFS), established in 2003 and based in Noosaville, is owned by Rob McGregor, founder and director of GPS Wealth - which provides licensee services to the practice. The firm targets accumulators and retirees aged 35 to 50. Planner ... |
| | | | ... Scheme (EISS Super) where he was a portfolio manager. His experience also includes investment manager research with ANZ Wealth and IOOF, as well as property investment experience at Bridges Financial. O'Malley's key responsibilities will include researching ... |
| | | | Sydney-based advisory firm, MCG Wealth Management, has appointed a former chief investment officer of Sunsuper to head for its investment committee. Stepping into the role is Jack Gray, who was most recently co-head of asset allocation at GMO Boston. ... |
| | | | HUB24 has reached $3.776 billion in funds under advice (FUA), an increase of 122% on 30 June 2015. The platform recorded record annual retail net inflows of $1.61bn in FY16, an increase of $813m or 102% on FY15. Quarterly net inflows were also up, $579m ... |
| | | | ... starting in NSW". "We are dedicated to helping business owners understand and manage their business, build and protect their wealth, and plan and structure their future in an integrated way", Donato said. Speaking about the appointments Donato said ... |
| | | | ... regulatory and accounting requirements. Link Group chair Michael Carapiet welcomed the appointment and said McDonald "brings a wealth of commercial, accounting, financial and ASX board experience and we look forward to her making a significant contri ... |
| | | | ... simplification and consolidation of the super business. NAB has also said it will invest "at least" $300 million into NAB Wealth's super, platforms, advice and asset management business lines. Commenting on the merger, NAB Wealth chief executive Andrew ... |
| | | | ... to ensure a close connection between analyst research and the final portfolio." Iris Davila, a director of BlackRock's wealth advisory business, said: "The Zenith rating, coupled with the BT Wrap and Asgard eWrap exposure, will provide a good number ... |
| | | | Wealth management firm Mercer recently won a superannuation partnership with one of Australia's largest mining services companies, adding about 4000 new members to the Mercer Super Trust. The partnership saw Orica transition about one-third of its workforce ... |
| | | | ... research found that pension fund assets represent a third (34%) of the top 100 alternative managers' assets, followed by wealth managers (19%), insurance companies (10%), sovereign wealth funds (6%), banks (2%), funds of funds (2%) and endowments and ... |
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