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Showing 41 - 50 of 4945 results for %22Wealth management%22

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... and Vanguard Super. QMV Solutions is a complementary business that will deepen its ties to the superannuation, wealth management and related technology sectors as Australia's pool of super savings grows, Priest said at the time. Novigi will engage ...

Funds SA recruits from LGT

JAMIE WILLIAMSON  |  MONDAY, 25 MAR 2024
Funds SA recently welcomed a new head of technology, hiring from LGT Wealth Management. Simon Boyley has joined in the role, returning home from London where he spent seven years with LGT Wealth Management's IT team, most recently as head of technology. ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
Allianz Retire+ has appointed Brendon Rodda to the role of chief distribution officer for wealth management. Rodda most recently oversaw the global wealth management distribution strategy at PIMCO as executive vice president. Allianz and PIMCO joined ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan Wealth Management founding director Rokibul Islam said the solution, which is called Al-Mustaqbal Islamic SMSF, had been well received ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... "Together with higher divorce rates, especially among older generations, HNW women are often required to navigate wealth management, at times without prior experience or existing relationships with professionals. The research found these women, most ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Hallinan has been at the forefront of the evolution of investment management in Australia for more than 30 years. "As private wealth investors shift focus from public to private market portfolio solutions, his experience will be invaluable for our clients," ...

Selfwealth expands leadership team

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... digital and CX for about 16 months. She has also held lead roles with BT and Westpac over a 25-year career in wealth management. "Janelle's appointment reflects Selfwealth's commitment to delivering exceptional experiences for our customers," ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... clients in the areas of insurance and aged care, enabling the core team to focus on retirement planning and wealth management. "We have strategically pursued premium businesses in these three transactions, and when we focus solely on the growth aspects ...

Blossom launches new fixed income product

ANDREW MCKEAN  |  TUESDAY, 12 MAR 2024
... return," Rosenberg said. However, the launch is part of a larger journey towards providing investors with tools to build wealth. "Blossom has an exciting roadmap ahead for 2024 with further announcements on their way," Rosenberg added. Last year, Blossom ...

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... to "throw investors off the scent" of potential vulnerability. Worn also observes that financial advisers and wealth management firms are falling prey to trickery from shoddy vendors presenting themselves as possessing AI capabilities. In reality, these ...