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Showing 801 - 810 of 3363 results for "Wealth management"

Admin fees could balloon from BFID

KARREN VERGARA  |  TUESDAY, 16 MAR 2021
... market share in terms of advertising reach. Under this Bill, the capacity for big banks and institutions to own wealth management companies and to effectively corner the market is legitimised," Connelly said. Two separate sittings of the Standing Committee ...

Zenith acquires asset allocation specialist

ELIZABETH MCARTHUR  |  TUESDAY, 16 MAR 2021
... base." Zenith acquired Chant West in 2020 and has not been shy about its plans for further expansion across wealth management and superannuation. "With ongoing change impacting advisers, super funds and platforms, including their clients and members ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... insights, ratings and asset allocation advice to financial advisors and investors within Australia's quickly growing wealth management industry," she said. The acquisition comes after Foresight Analytics announced a strategic partnership with London ...

Chances of CBA admitting to Essential Super wrongdoing "non-existent"

JAMIE WILLIAMSON  |  FRIDAY, 12 MAR 2021
... history, almost $10 billion, precisely because the second defendant was capable and expert in manufacturing wealth management products, including superannuation products. It wanted a subsidiary that was able to manufacture these products for it to sell," ...

Citi moves to double wealth business revenues

ELIZA BAVIN  |  WEDNESDAY, 10 MAR 2021
... to a larger high-net-worth client base. Citi said the move will support its goal to double the revenue of its wealth management business over the next three years. The new wealth hub is in Citi's Sydney CBD office, and is designed to be a "holistic knowledge ...

OpenMarkets raises $10m, moves up ranks

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAR 2021
... own cutting-edge technology to automate more cumbersome parts of the system and integrating the trading and wealth management process end to end. We are about removing the friction." The opportunities OpenMarkets' offering presents to global fintechs ...

Challenger names chief financial officer

ANNABELLE DICKSON  |  MONDAY, 1 MAR 2021
... with significant experience as a technical and commercial finance executive. "Her in-depth knowledge across wealth management, life insurance and banking, as well as experience in financial controls, governance and transformation programs will support ...

UK drags Bravura performance

KARREN VERGARA  |  THURSDAY, 25 FEB 2021
Bravura Solutions is feeling the sting of COVID-19 as its overseas operations deliver large blows to its profitability of more than 50%. The administration and management software provider announced that its UK and South African units have severely ...

PIMCO names Asia Pacific lead

KARREN VERGARA  |  THURSDAY, 25 FEB 2021
... Alec Kersman as the head of Asia Pacific, leaving behind his role of head of strategic accounts in US global wealth management (GWM), which he held for about a year. Kersman joined the firm in August 2005 as executive vice president to lead Latin America ...

T. Rowe Price names new executive

ELIZA BAVIN  |  WEDNESDAY, 24 FEB 2021
... clients. Prior to joining T. Rowe Price in 2015 Arnott worked for Julius Baer Private Bank and Merrill Lynch Wealth Management in London and Los Angeles. In her new role, Arnott will be responsible for leading the firm's growth in the wholesale and ...