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| | | ... opportunities for team members and future leaders." The partnership follows AZ NGA's investments in Adelaide-based accounting and financial planning firm Oreon Partners earlier this year. As well as a majority stake in Western Australia-based Geographe ... |
| | | | ... spokesperson said. As at June end, the RetireAccess Lifetime Pension product currently had about 180 members invested, accounting for just over $25 million in funds under management, APRA statistics show. Across the RetireAccess range, which also includes ... |
| | | | ... The group's private wealth businesses are Clime Private Wealth, MTIS Wealth Management and Investment Strategists Accounting Services. CPW and MTIS operate under the Clime Advice's AFSL. Last October, Clime acquired an additional 20% interest ... |
| | | | ... Kelly, an equity analyst and portfolio manager with more than 30 years of experience, including leadership roles in accounting, investment banking, and funds management. Before joining Jarden, Kelly was a portfolio manager at DNR Capital and earlier ... |
| | | | ... national transformation agendas. The study observed an industrial shift towards passive investment strategies, now accounting for 39% of total AUM, a 6.1% increase from the previous year. In contrast, actively managed assets declined to 61% down 3.6% ... |
| | | | ... business consulting capabilities, it said. Encore has over 20 years of experience in supporting financial planning, accounting and mortgage broking businesses across Australia, including existing Evidentia clients. Key members of Encore's management ... |
| | | | ... performance failed to meet expectations. Only about 500 of the fund's 146,000 members were invested in the option, accounting for just $33 million. The option was closed in June. Introduced in 2019, Rainmaker Information data shows the option 6.9% ... |
| | | | AZ NGA has taken an undisclosed stake in Adelaide-based accounting and financial planning firm Oreon Partners. Established in 2014, Oreon Partners offers accounting, business advisory, tax and financial planning services to individuals and small-to-medium-sized ... |
| | | | ... business can evolve its product or service by offering additional wealth services like mortgage broking, estate planning, accounting services, or even lending services, especially for the younger generation. "Product performance innovation considers ... |
| | | | ... maintaining benchmark awareness, it explained. Currently, Australia represents one of Intech's most important markets, accounting for US$5.1 billion in assets under management (AUM) of its global AUM of US$15 billion as at September 30. It also has a ... |
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