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Showing 531 - 540 of 3361 results for "Wealth management"

Advice platform appoints new chief executive

ANDREW MCKEAN  |  FRIDAY, 17 MAR 2023
An advice and wealth management platform has made a leadership change, with the chief executive stepping down and a successor appointed. Practifi named Adrian Johnstone as its new chief executive to drive business growth. Johnstone succeeds co-founder ...

GBST revamps wealth platform, unveils corporate rebrand

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
Tomorrow, GBST will launch its enhanced SaaS Composer wealth management administration platform and refreshed brand to support a new strategic direction. GBST's upgraded SaaS Composer platform offers organisations a consolidated view of their customers' ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... Hugh Humphrey said: "this strategic acquisition clearly positions CountPlus as a major player in the future of wealth management in Australia." "The acquisition is terrific news for CountPlus investors and continues to evidence the disciplined execution ...

FPA policy and advocacy lead steps down

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... worked as a lecturer at the University of Western Sydney. He also worked at KPMG as an associate director of wealth management advisory. "I couldn't think of a better job, and it's been an honour to lead the FPA's Policy and Government Relations ...

Focus Financial acquired by PE firm

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2023
... identity. Focus has bought up several advice businesses in Australia in recent years, namely Escala Partners, MISSO Wealth Management and MEDIQ Financial Services. Its subsidiary Connectus also owns several local firms, including Aspiri Financial Services ...

Lazard Asset Management creates family office division

CHLOE WALKER  |  FRIDAY, 3 MAR 2023
... management, risk management and family office services into the one offering. "Demand for sophisticated and innovative wealth management solutions is increasing as family offices navigate the ever-changing markets and economic environment," LAM chief ...

Advice firm launches Sharia-compliant platform

CASSANDRA BALDINI  |  THURSDAY, 2 MAR 2023
... Lifespan Financial Planning's investment committee, while the solution is underpinned by OpenInvest. Meezan Wealth Management founding director Rokibul Islam explained the solution was established in response to demand from Australian Muslims who wanted ...

Diverger highlights M&A progress, pipeline

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2023
... the FY25 M&A target following the acquisitions of AFSL Compliance, Priority Networking, and 35% of McGregor Wealth Management in the period. This saw it acquire $4.1 million in revenue; it's FY25 upper target is $5.3 million. It said negotiations are ...

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... were expected to contribute to the second half FY23, and strongly into FY24. Last year, Clime acquired MTIS Wealth Management (MTIS) and Ralton Asset Management ; it said both acquisitions are in line with its strategic growth objective. It also formed ...

Aussie equities withstand test of time: Report

CHLOE WALKER  |  MONDAY, 27 FEB 2023
... futures and options exchanges in the Asia Pacific region," the report said. Credit Suisse Australia head of wealth management Michael Marr said that the yearbook shows what an unusual year 2022 was for returns. Unlike the previous 20 years, bonds did ...