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Showing 561 - 570 of 3361 results for "wealth management"

ClearView abandons potential takeover transactions

ANDREW MCKEAN  |  WEDNESDAY, 2 NOV 2022
... launch of its ClearChoice product suite in October 2021," an ASX statement said. "The simplification of the wealth management business continues with further details to be provided in due course." Meanwhile, last month, ClearView expanded its distribution ...

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
For the ninth year running, Financial Standard has named the 50 most influential financial advisers in Australia. The Financial Standard Power50 is comprised of the top advisers that are actively driving the financial advice industry forward, helping ...

Credit Suisse restructures investment bank

JAMIE WILLIAMSON  |  FRIDAY, 28 OCT 2022
... its cross-asset investor product capabilities, equities, FX and rates access closely aligned to the group's wealth management and Swiss banking functions, while remaining committed to institutional clients. The Markets business will be led by current ...

Retirees are silent casualties of inflation: Challenger

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... author, Challenger head of retirement income Aaron Minney says that many must now rethink their whole approach to wealth management. "Given retirees have to make their money last, on average, for around 24 years compared to 13 years in the 1970s, finding ...

Separation of ANZ P&I business completes

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
... separated from ANZ. "This is a momentous achievement for our organisation and the industry as major banks exit from wealth management to simplify their businesses. We're thrilled to have successfully completed the P&I cutover and separation, and to have ...

Former AUSIEX chief to join Investment Trends

CHLOE WALKER  |  FRIDAY, 21 OCT 2022
... of the research house's newly established advisory board. Blewitt has over 25 years of experience leading wealth management and financial markets businesses, working with boards and regulatory bodies. He has also previously worked with Investment ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
The wealth management group has launched CFS Elevate, a people and culture platform that aims to provide support for advice professionals across Australia. Designed in collaboration with financial advisers, CFS Elevate offers free training, networking ...

Perpetual takeover of Pendal progresses

ANDREW MCKEAN  |  WEDNESDAY, 19 OCT 2022
... the quarter, with a new mandate form a large auto lender as well as MFS and Laminar combining to win a large wealth management mandate. Perpetual Private total funds under advice (FUA) were $17.2 billion, down 1% in the quarter due to negative market ...

AMP debuts hybrid retirement solution

ANDREW MCKEAN  |  TUESDAY, 18 OCT 2022
... protection in a cost-efficient manner. I think we've ticked those boxes," she said. AMP chief executive of Australian Wealth Management Scott Hartley said there hasn't been enough thinking around innovation, especially as most people are leaving most ...

Credit Suisse appoints head of discretionary portfolio management

CHLOE WALKER  |  TUESDAY, 18 OCT 2022
Jasmin Argyrou has been given the additional role of head of discretionary portfolio management, wealth management Australia at Credit Suisse. Argyou brings over 20 years of experience in investment strategy and portfolio management to her new role ...