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Showing 661 - 670 of 3361 results for "Wealth management"

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... revenue of $79.1 million grew 51% year on year while after-tax profit of $2.6 million rose by 57%. Meanwhile, wealth management firm Prime Financial Group made $12.2 million in revenue in its half-year results, up 14% year on year, while after-tax profit ...

Sudden departure for CountPlus chief

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
... assist with an orderly handover before his employment ends". In early 2017, Rowe took the reins at the ASX-listed wealth management group after working as its director since October 2016. Rowe is the former chair of the Financial Planning Association ...

What fund selectors want: Natixis

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
... latest Natixis Investment Management professional fund selector survey reveals what fund selectors at leading wealth management, private bank, and insurance platforms around the world are looking for. The survey asked 436 fund selectors what they think ...

Crestone awards back-office, trade execution mandate

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
Crestone Wealth Management selected FinClear to manage its trade execution and settlements functions. In choosing FinClear, Crestone chief executive Michael Chisholm said he was impressed with its capabilities, technology, and commitment to security. ...

Sequoia makes three appointments

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
... and mission." Crole added that Sequoia will continue to seek acquisition opportunities of financial advice and wealth management businesses that are cashflow positive, profitable, and merging them into the group. "Sequoia's Wealth division will continue ...

AMP reports $252m loss

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
While AMP's financial advice and wealth management units show signs of recovery, the group ultimately reported a massive $252 million statutory loss in its full-year financial performance. Underlying net profit after tax, however, was up 53% to ...

Class chief exits following takeover

KARREN VERGARA  |  TUESDAY, 8 FEB 2022
... Prior to REA, he was general manager and interim chief executive of Mortgage Choice, where he helped launch the wealth management and financial planning business. Russell commented: "I'm very proud of the value we have delivered to our customers and ...

APRA to continue scrutiny of trustees

JAMIE WILLIAMSON  |  WEDNESDAY, 2 FEB 2022
... to the prudential framework subject to legislative timeframes. "APRA will work with all participants in the wealth management sector to encourage innovation in the development of high-quality retirement products that deliver good outcomes to members ...

Zenith creates new QLD role

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
... recently a business development manager for AMP/North, where he was responsible for designing and implementing the wealth management sales strategy in the Queensland market. Commenting on the appointment, Nicoll said Roebuck's long history and strong ...

Education reforms are promising: SAFAA

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
... satisfy the qualifications by completing courses in finance, financial services, investments, stockbroking, wealth management, business law and so forth. "This is a break from the previous approach of micromanaging long and complex lists of 'gifted' ...