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Showing 71 - 80 of 659 results for "Perfect"

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
Partners Wealth Group appointed a new head of distribution, a former three-time Olympic gold medalist no less, for its wholesale investments division, Partners Private. James Tomkins, who was most recently a national sales manager at UBS Asset Management ...

Remara launches real estate strategy

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
... immigration, international student caps and cost pressures of development has led to a national housing shortage, creating the perfect timing for capital investment into the sector," McVeigh said. Remara has some $1.6 billion in funds under management ...

CFS, Bravura, Elemnta team up to enhance FirstChoice

ANDREW MCKEAN  |  TUESDAY, 20 AUG 2024
Colonial First State (CFS) has introduced a new functionality on the former's FirstChoice platform that enables advisers to "utilise existing client data via seamless integration with Midwinter AdviceOS." Developed in collaboration with Elemnta, this ...

US election outcome tops investor concerns: Natixis

MATTHEW WAI  |  WEDNESDAY, 31 JUL 2024
... election is the biggest risk to the market. Up to 60% consider the election will hinder than support the markets. The perfect storm of the US elections, geopolitical risks, and stubbornly high inflation can potentially force investors, including super ...

New boutique launches private debt fund

ELIZA BAVIN  |  MONDAY, 1 JUL 2024
... partner with extensive credit and risk experience, coupled with a passion for small business. Sanja Crnogorac was the perfect fit-highly regarded, proven in her success, and dedicated to upholding transparency and integrity."

Early contributions boost retirement balances

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
The superannuation gap of young Australians who contribute to their super earlier, compared to those who take the default contribution option has been confirmed by modelling from advice tech platform Otivo. Otivo's modelling reported that if younger ...

Genium scores consultancy mandate

KARREN VERGARA  |  WEDNESDAY, 19 JUN 2024
... well through our licensee Futuro (where Genium is the existing independent external consultant) and felt Genium was a perfect fit for us as we continue to develop our financial planning practice within the broader Peer Wealth business," said Ben Atkinson. ...

Freshwater Wealth launches

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... plans to expand the business, flagging that his team of advisers will shortly expand to seven. The advice industry is in a perfect storm given the unmet demand for advice, Baby Boomers are now more aware of their complex needs, and there are not enough ...

Prime Super finds new chief executive

ANDREW MCKEAN  |  MONDAY, 6 MAY 2024
Prime Super has appointed former Zurich chief of business transformation Raelene Seales as its new chief executive. The $7 billion industry fund with 140,000 members said Seales will commence on June 3. Seales previously served as Zurich's chief ...

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
Fortnum Private Wealth and its newly acquired advice business Professional Financial Services (PFS) will operate under a newly launched parent company brand, Entireti. Last November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly ...