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Showing 711 - 720 of 3363 results for "Wealth management"

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Thompson - Finnacle (NSW) FPA Paraplanner of the Year Award Andrew Mann - Tupicoffs (QLD) Elora Shine - Cooper Wealth Management (NSW) FPA University Student of the Year Award Nicole Gardner - Kaplan Professional (VIC) Martin Jack - Griffith University ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The $28 billion wealth management firm awarded a mandate to a local fintech as it looks to enhance its client onboarding experience. Shaw and Partners implemented LAB Group's white labelled client onboarding solution, LABform, to support financial advisers ...

TPT Wealth builds out team

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
The trustee and wealth management business of MyState Group appointed two senior managers as it aims to grow its funds under management. Joe Youssef joined as senior manager, wholesale and Trev McCallum has taken on the role of senior manager, wholesale ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... Brisbane-based financial advice firm is the latest to join the Focus Financial Partners global network. MISSO Wealth Management is a self-licensed advice firm catering to high and ultra-high-net-worth clients. After signing a definitive agreement, it ...

CFA ESG certificate launches in Australia

ELIZABETH MCARTHUR  |  TUESDAY, 5 OCT 2021
... suitable for anyone working in front or back offices and adjacent roles - including sales and distribution, wealth management, product development, financial advice, consulting, risk - as well as anyone looking to improve their understanding of ESG issues," ...

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... sector knowledge. Colley was previously head of personal banking at Macquarie Group, chief operating officer of wealth management at St. George Bank, head of BT Wrap at BT Financial Group and head of retirement product operations at Bankers Trust Company. ...

Advice group appoints chief executive

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
... the group's general manager and has been with Profile since March 2018. She has over 22 years' experience in wealth management. Profile managing director Phillip Win said he and the board are confident Ridley will continue to drive the firm's growth ...

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
... discussing the week's biggest news, the podcast will feature interviews with industry thought leaders and wealth management experts as well as insights from winners and awardees of Financial Standard's Power50 and Investment Leadership Awards. ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... First State and general manager of advice strategy and projects at Commonwealth Bank, before leading Chelsea Wealth Management. In recent years, he has been independently consulting. "Morningstar has such a depth of capability and expertise in investment ...

Global firm expands into Aussie wealth management

ELIZABETH MCARTHUR  |  FRIDAY, 17 SEP 2021
A London-headquartered behavioural finance firm has announced plans to expand into the Australian wealth management sector. Oxford Risk has hired Bianca Kent as head of client and strategy, to be based in Sydney, as it enters the market. The firm builds ...