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Showing 721 - 730 of 3361 results for "Wealth management"

VFMC appoints new chief executive

KANIKA SOOD  |  TUESDAY, 14 SEP 2021
... foundations established in recent years," VFMC acting chair Lisa Gay said. "Her extensive asset management, banking, wealth management, markets, and legal expertise will enable VFMC to continue with its strong momentum." Gray's retirement is effective ...

Platinum LICs combine boards

KANIKA SOOD  |  WEDNESDAY, 8 SEP 2021
... years of experience and is a director at JANA Investment Advisors, BNZ Life and BNZ Insurances and National Wealth Management Holdings in New Zealand. He is also a fellow of the Actuaries of Australia. Brett Clegg has 35 years of experience and is the ...

ClearView kicks off strategic review

KANIKA SOOD  |  FRIDAY, 3 SEP 2021
... and Gilbert + Tobin as its legal adviser for the review. The firm's three business units are financial advice, wealth management and life insurance. The review, which hints at asset sales, was announced just a week after CVW sold its financial advice ...

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
... Equities and Macquarie Investment Management took home the prize for Australian Equities Small Cap. Morgan Stanley Wealth Management Australia won Licensee Managed Account and Multi Asset categories. Real Asset Management (RAM) won the award for Australian ...

Douugh rolls out robo-advice

ANNABELLE DICKSON  |  WEDNESDAY, 25 AUG 2021
... to live financially healthier lives," Douugh chief executive Andy Taylor said. "For too long, sophisticated wealth management has been a privilege reserved for the top 1%. Douugh Wealth democratises the path toward financial health for everyone regardless ...

ClearView offloads advice unit

KARREN VERGARA  |  WEDNESDAY, 25 AUG 2021
... 106 financial advisers using its services. After the divestment, ClearView will have its life insurance and wealth management businesses left. "The deal with Centrepoint Alliance provides the combined entity with immediate scale, a strong and effective ...

Adviser support services a boon for Sequoia

KARREN VERGARA  |  TUESDAY, 24 AUG 2021
... continue to acquire mid-tier licensee businesses within subsidiaries InterPrac Financial Planning and Sequoia Wealth Management to have a total of 1000 advisers by 2025. It will also acquire customer books into the salaried advice unit of InterPrac Securities ...

Netwealth boosts profit

ANNABELLE DICKSON  |  WEDNESDAY, 18 AUG 2021
... these difficult conditions by offering the highest quality platform to independent advisers and institutional wealth management firms." The platform does not expect any material changes to its administration fee over the coming financial year.

Financial services market skyrockets

ANNABELLE DICKSON  |  WEDNESDAY, 18 AUG 2021
... financial services increased by $1.23 trillion. The report categorises financial services across four sectors: wealth management, direct investments, traditional banking and owner-occupied homes. Wealth management is the second largest segment behind ...

RI Advice names Practice of the Year

ANNABELLE DICKSON  |  MONDAY, 16 AUG 2021
... feedback. Pride Advice has offices in Adelaide and Sydney with six financial advisers and 14 support staff providing wealth management services to over 1000 clients. "Several years ago, we made some tough decisions including one to unbundle our offering ...