Search Results | Showing 61 - 70 of 94 results for %22Pivot Wealth%22 |
| | | In an industry known for its reliance on pen and paper, financial advisers have been quick to pivot their business models in the face of COVID-19 and embrace technology. For tech-savvy advisers the COVID-19 spurred shutdown will likely see no material ... |
| | | | ... managing director and head of global markets research at CBA. Prior to this role, Halmarick worked with the bank's private wealth business Colonial First State Global Asset Management, where he spent eight years as its chief economist. Earlier in ... |
| | | | ... said in a statement: "The decision to exit the management of YBR's wealth business was driven by YBR's recent strategic pivot away from wealth management, in which it lacked scale in an increasingly regulated environment." He added that Sequoia was selected ... |
| | | | ... chief investment officer Jonathan Reilly; Asset Builder Financial Services executive director Christian Schween; Crestone Wealth Management senior portfolio strategist Stan Shamu; and Banyan Tree Investment Group director Chhai Ung. Searching for yield ... |
| | | | Macquarie bank's income from wealth management fees fell 14% in the six months to September end compared to the same period last year, while the bank pivots its advice business to focus on high-net-worth clients. Macquarie collected $144 million ... |
| | | | ... an average LinkedIn following of 1984 - up significantly on 2018's average of 1300. For the second year running, Pivot Wealth's Ben Nash is the most popular on LinkedIn with 15,628 followers. A growing number of advisers on the list now use Instagram ... |
| | | | ... new version of defined contributions is emerging, to be characterised by hyper-customisation and integrated whole-of-life wealth management. "The system needs to move beyond its role as a tax-effective savings vehicle, and it also needs to become more ... |
| | | | ... in Advice Award," Kewin said. Finally, the AFA and TAL Excellence in Education award was presented to Ben Nash of Pivot Wealth. Nash is founder and director of Pivot Wealth and author of the Amazon best-seller 'Get Unstuck: Your Guide to Creating ... |
| | | | ... Excellence in Education Award Kearsten James, Cooper Wealth Management Joseph Meawad, Trinity Financial Advisers Ben Nash, Pivot Wealth Nicola Schneider, Robina Financial Solutions |
| | | | Specialist insurer PPS Mutual announced two senior appointments from ANZ Wealth and Asteron Life. Steve Salter has been appointed state manager for Western Australia and South Australia and David Lowe steps into a senior underwriter position. Salter ... |
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