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Showing 61 - 70 of 107 results for "Wealth Advisory"

Clime ramps up private wealth

KANIKA SOOD | TUESDAY, 2 JUL 2019

... end. It has traditionally managed equities funds for the wholesale investors but dipped its toes into private wealth advisory last year following demand from its investor base. At the same time, it is trying to tap retail investors through financial ...

Advice dealer group seeks ASX listing

JAMIE WILLIAMSON | THURSDAY, 24 JAN 2019

... its sights on listing later this year as part of an ongoing strategy to become one of Australia's largest wealth advisory firms. The group comprises three businesses: AD Financial Services, a dealer group formed to bridge the gap between its institutional ...

Global iShares lead promoted, successor named

JAMIE WILLIAMSON | FRIDAY, 11 JAN 2019

... 2004 to assist in the establishment of the Financial Markets Advisory Group. Succeeding Wiedman is head of US wealth advisory Salim Ramji, reporting to BlackRock president Rob Kapito. Ramji joined BlackRock in 2014 as global head of corporate strategy. ...

Former CBA Private advisers join Wilsons

HARRISON WORLEY | WEDNESDAY, 14 NOV 2018

... management both in Australian and overseas markets. The hires are Wilsons' latest effort in increasing their private wealth advisory team. Head of private wealth Paul Bryant said other "quality" advisers have joined the firm in the last three months. ...

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD | WEDNESDAY, 10 OCT 2018

... United States and in Canada," he said. "I think something like 35% of the CFA charterholders there are in private wealth advisory. That is a booming part of the industry." He said as Australia's superannuation pool swells and people dip in at retirement ...

Advisory group recruits new head of SMSF

JAMIE WILLIAMSON | TUESDAY, 24 APR 2018

An accounting and wealth advisory group is welcoming a new head of SMSF to establish a dedicated financial advice service. Omniwealth has appointed Stephen Hogg to lead a self-managed superannuation fund advice offering and implement a real-time reporting ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA | WEDNESDAY, 28 FEB 2018

... four core divisions. InterPrac, valued at $12.38 million, added immediate scale to Sequoia's SMSF administration, wealth advisory and investment solutions divisions, the company said. In December 2017, Sequoia announced a number of strategic investments ...

Fortnum recruits former Centric Wealth chief

ALEX BURKE | WEDNESDAY, 14 FEB 2018

... Centric joint-chief executive role in 2010. Before Centric Wealth, Castensen was group managing director of private wealth advisory firm Berkley Group and head of broking investment services at Godfrey Pembroke. Castensen said: "It's wonderful to be ...

BlackRock boosts Australian distribution footprint

KARREN VERGARA | THURSDAY, 12 OCT 2017

... corporate and institutional banking. Jeannie Bredberg is a director for the retail client business, responsible for wealth advisory sales across Victoria, South Australia, Tasmania and Western Australia. Based in Melbourne, she reports to Stuart Dunn ...

Fitzpatricks secures capital backing for growth

JAMIE WILLIAMSON | WEDNESDAY, 30 AUG 2017

... organic growth the firm continues to enjoy, we will undoubtedly be prepared to invest in further high-quality wealth advisory businesses."

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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