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Showing 881 - 890 of 9268 results for "Wealth"

Netwealth celebrates $100bn amid 25th anniversary

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2024
... ago, Netwealth was incorporated by our founder and director Michael Heine, with a vision to create an innovative online wealth management platform." "In 2007, eight years later, thanks to a number of early supporters, we achieved our first billion dollars ...

Sally Auld to take on chief economist role at NAB

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... investment officer. Financial Standard understands NAB will commence a search for a new chief investment officer for its private wealth arm after Auld has taken over as chief economist. The other vacant role is executive, private wealth south, which ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
Financial advisers must build the confidence to talk to clients about sensitive topics such as divorce, financial coercion, and binding financial agreements (BFAs) to help them navigate difficult periods and make a real difference in their lives. According ...

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN  |  TUESDAY, 3 DEC 2024
... Churchill Private Credit Income Fund. Nuveen said the fund has already secured early investment from a range of Australian wealth managers, including Drummond Capital Partners, Stanford Brown, and Morrows Private Wealth. The fund is an Australian registered ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... into. Dixon Advisory inquiry update The public inquiry into the failures of Dixon Advisory, which is under the watch of the Wealth Management Companies to the Senate Economics References Committee, is expected to provide a report by the last sitting ...

AMP completes advice licensees sale

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... rebrand in the first quarter of 2025. Overall, 103 employees from AMP joined the fold. Entireti also houses Fortnum Private Wealth and Personal Financial Services (PFS). It now has about 1300 financial advisers, 400 businesses, and some 180 employees. ...

Prime Super refreshes executive lineup

ELIZABETH FRY  |  FRIDAY, 29 NOV 2024
... general manager of member growth and propositions. Mitchell-Adams brings over 30 years' experience in superannuation, wealth management and investments in Australia and New Zealand. The retirement of Memmolo has opened up two new roles. Jeremy Johnson ...

First Sentier makes leadership appointments

ELIZA BAVIN  |  FRIDAY, 29 NOV 2024
... Management, where she managed relationships with a diverse range of clients, including pension funds, central banks, sovereign wealth funds, endowments, and private clients. Both Moore and Prendiville will continue to report to chief executive Mark Steinberg ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... Excellence in Advice Award, Gen Next Rising Star of the Year, and University Student of the Year. Founder and strategic wealth adviser at Melbourne-based Thriving Wealth John Cachia was named the FAAA Adviser of the Year. As a sponsor of the award, Zurich ...

CI Financial taken private by Mubadala Capital

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2024
... Financial, which owns most of GSFM, is being acquired by Mubadala Capital, a subsidiary of the United Arab Emirates' sovereign wealth fund. CI Financial, which is listed on the Toronto Stock Exchange, will be taken private by Mubadala Capital in a deal ...