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Showing 571 - 580 of 3361 results for "Wealth management"

Prime Financial acquires SMSF administrator

CHLOE WALKER  |  TUESDAY, 4 OCT 2022
... inorganic activity and enhance capability across our existing service lines being Accounting & Business Advisory, Wealth Management, Corporate Advisory and Capital, plus SMSF Administration services," Prime Financial Group's chairman and managing director ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... Standard, in June, Lumiant also secured a $3 million investment to support its expansion in the US from Savant Wealth Management.

George Lucas to depart Raiz Invest

ANDREW MCKEAN  |  MONDAY, 26 SEP 2022
... Lucas was instrumental in the identification and successful execution of market opportunities that provided wealth management pathways to Raiz's investors. Further, he remarked that these pathways allowed Raiz investors to access markets and savings ...

Adviser of the Year named

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2022
Felicity Cooper from Cooper Wealth Management has taken out the title at the Association of Financial Advisers national conference. Cooper was named the winner of the award, which is sponsored by Zurich, at the AFA's annual gala dinner. The award ...

AMG Super to rebrand

JAMIE WILLIAMSON  |  MONDAY, 19 SEP 2022
... Super have made a strategic decision to focus on our core offer of delivering an innovative and market-leading wealth management platform for advisers and their clients. As a result, we are moving away from offering a default MySuper product to new members," ...

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... advisers are strategically less important, the successful remaining ones are now much more important because in a wealth management market that is violently disrupting, fund managers need effective financial advisers more than ever."

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper from Cooper Wealth Management, and Joseph Hoe from Wealthwise are in the running for the Adviser of the Year award. This month, the finalists will ...

Legendary US adviser backs Lumiant

JAMIE WILLIAMSON  |  TUESDAY, 13 SEP 2022
... and currently serves about 4000 families globally. It also recently received $3 million in funding from Savant Wealth Management. Savant has $13.5 billion in assets under management and, as Lumiant's first US customer, took a minority stake in Lumiant's ...

New executive director joins Clearway

ANDREW MCKEAN  |  MONDAY, 12 SEP 2022
... LaTrobe Financial. "Sally has developed an extensive network of long-term relationships, particularly within wealth management," Clearway said. "These professional relationships with independent advisers, asset consultants, boutique advice firms, platforms ...

iExtend adds lead alliances role

JAMIE WILLIAMSON  |  MONDAY, 12 SEP 2022
... He has also previously served as head of life risk at Professional Investment Services and general manager of wealth management NZ and Queensland at ANZ. His promotion follows a joint roadshow he worked on in July with the Financial Planning Association ...