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Showing 831 - 840 of 3363 results for "Wealth management"

Ignition Advice chief exits

ELIZA BAVIN  |  WEDNESDAY, 6 JAN 2021
... departure." Prasad has transitioned into an independent consultant, relying on his decades of experience running wealth management businesses, managing M&A and leading the fintech, which provides scalable digital advice in Australia and Europe. Prior ...

Season's Greetings from Financial Standard

STAFF WRITER  |  MONDAY, 21 DEC 2020
... what has been a challenging year. We will continue to bring you the most important stories and developments in wealth management, financial planning and superannuation in the New Year. Our offices will take a short break and re-open on Monday, 4 January ...

Almost 3000 advisers gone in 2020

ELIZABETH MCARTHUR  |  FRIDAY, 18 DEC 2020
... licensees to shed the most advisers, losing 123 and 51, respectively. Demonstrating the exodus of the big banks from wealth management in the wake of the Royal Commission, National Australia Bank lost 245 advisers; ANZ Group lost 162 and Commonwealth ...

Key AMP executive resigns

KARREN VERGARA  |  TUESDAY, 15 DEC 2020
... in June 2018 as a director of strategic market and customer experience. Her experience in superannuation and wealth management covered corporate super, group insurance, pricing, and operations, working for large institutions such as NAB and its former ...

ACCC gives IOOF go ahead

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... given its blessing for IOOF to acquire MLC Wealth as the combined firm will face competition in all aspects of wealth management. The consumer watchdog said it does not oppose IOOF's $1.4 billion acquisition of MLC Wealth despite both firms supplying ...

QMV hires technology lead

ELIZA BAVIN  |  MONDAY, 14 DEC 2020
Wealth management consulting and technology firm QMV has made an appointment to the new role of general manager, technology. Jonathan Clamp will step into the newly created role of general manager, technology. Based in Melbourne, Clamp will report to ...

New AMP Australia chief executive

ELIZABETH MCARTHUR  |  FRIDAY, 11 DEC 2020
... sudden departure, today. Vernon will return to his previous role as chief executive of AMP's New Zealand wealth management business. Hartley was chief executive of Sunsuper from 2014 to 2019. Prior to that, he led the corporate and institutional ...

CBA private office head joins Mutual Trust

ANNABELLE DICKSON  |  MONDAY, 7 DEC 2020
... worth clients. He also spent 13 years at Goldman Sachs including four years as managing director of private wealth management in Germany. In his new role, Haase will be responsible for delivering client experience to high net worth individuals and families ...

Shadforth executive moves to Akambo

ELIZABETH MCARTHUR  |  FRIDAY, 4 DEC 2020
... to servicing the group's large network of accounting firms with whom it partners to create an integrated wealth management solution," Akambo said. Petrie has more than 25 years of experience in financial services and financial advice, starting his ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... will remain separate from the new Connectus Wealth Advisers network. Brady & Associates is a private client wealth management and accounting advisory practice headquartered in Sydney. "We are very pleased to have joined Connectus," Brady & Associates ...