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Showing 61 - 70 of 298 results for %22Wealth Central%22

Kelly+Partners to acquire firm

ANNABELLE DICKSON  |  TUESDAY, 9 NOV 2021
The ASX-listed accounting and private wealth group is set to complete a tuck-in acquisition of a firm in NSW. Kelly+Partners is set to pay $4.4 million for the Penrith-based accounting firm with 30% due in two years. The accounting firm is expected ...

Wealthwise acquires holistic advice firm

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
... Giles in 1987 and was most recently part of ClearView Financial Advice. The business will rebrand to Wealthwise Cockburn Central following the acquisition. This marks Wealthwise's 10th transaction in as many years, and follows a period of consolidation ...

What family offices want: Report

ELIZABETH MCARTHUR  |  TUESDAY, 19 OCT 2021
... growth family offices expect from investments and what they want from investment managers. The report found that the average wealth of an Australian family office is $1.12 billion in NSW and $1.04 billion in Victoria. Australian family offices are overwhelmingly ...

Pandemic hasn't killed retail: Airlie

ELIZABETH MCARTHUR  |  FRIDAY, 30 JUL 2021
... in businesses where the original founders of the business still run it. And that's because, when you've got all your wealth and reputation tied up in business and it's your baby, you tend to make the right decisions for the long term," Fisher ...

Chief economist update: Inflation scare

BENJAMIN ONG  |  THURSDAY, 13 MAY 2021
... Fed's prophecy of later-than-sooner tightening. This is because persistent losses in the equity markets would erode the "wealth effect", the rise in bond yields would make credit more expensive and the higher US dollar would reduce America's ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... while Advice Intelligence was recognised for its goals-based advice application. In other categories, IOOF's Wealth Central is the best new advice tech application; Astute Wheel won the best client discovery application; and Xeppo was awarded the ...

Chief economist: Of capital gains taxes, COVID-19 and climate change

BENJAMIN ONG  |  FRIDAY, 23 APR 2021
... recovery in global economic growth - so much so that the Bank of Canada (BOC) even made headlines as it became the first central bank in the world to taper - the surge in vaccinations in Europe while at the same time ignoring the resurgence and spikes ...

Zero rates causing risky business: Pengana

ANNABELLE DICKSON  |  WEDNESDAY, 24 MAR 2021
... commentary and it triples the stock price." Fisher explained that Pengana has been trying to invest at both ends of the wealth divide spectrum and is staying away from the crowded space in the middle. "We are looking to invest in companies that can benefit ...

Wealth group makes acquisition

ANNABELLE DICKSON  |  MONDAY, 22 FEB 2021
... group on the New South Wales Central Coast. The subsidiary will acquire a 51% stake in the group which includes private wealth management, life insurance broking, finance broking and accounting and tax. The transaction will cost $3 million with a 40% ...

Fidelity enters UK advice market

ELIZA BAVIN  |  TUESDAY, 19 JAN 2021
Fidelity International has launched a new restricted advice service, Fidelity Wealth Management, in the UK with five advisers and another six on the way. Fidelity said the UK wealth management arm will build on its existing wealth and retirement services ...