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Showing 9011 - 9020 of 9290 results for "wealth"

CENTRIC Wealth formed as boutique dealers merge

Berkley Group and Centrestone Wealth Advisers (Centrestone) have merged to form CENTRIC Wealth. The company, launched by Chairman Lucy Turnbull, is an attempt to champion independence against what Turnbull says is a 'tide' of institutional ownership ...

Members staying put: Mercer

... it's inception the 'unlikely to change' group has been the only category to increase steadily. Business Leader for Mercer Wealth Solutions, David Anderson, said that the group were surprised by the trend from unsure members to loyal members, and how ...

Book delivers message: Nice Girls Don't Get Rich

... stops short on giving specific financial advice, though Rodda says it does include a number of strategies for building wealth, including: advising to invest in property, build a share portfolio, contribute and actively select pension or superannuation ...

Aust Unity lays ground for ASX listing

... 160-year old mutual fund has been hotly debated following IOOF's successful listing early last year. Shares in the listed wealth management have nearly doubled from their float price of under $4 to $7.10. Mead confirms that the group wants to stave off ...

Prescott Securities appoints CEO

SA-based wealth management and stockbroking firm Prescott Securities has appointed David White, a former Australian Stock Exchange (ASX) national manager, as chief executive officer. White, a highly respected commentator in the stockbroking and securities ...

Skandia appoints COO

Platform provider Skandia has appointed Mark Papendieck, formerly head of platform at Perpetual Wealth Management, as its chief operating officer (COO). Papendieck, who will start with Skandia in mid November, brings with him over 15 years of experience ...

Count Financial appoints three to team

... responsible for business support and growth in franchises in Western Australia. Nicola Keenan, appointed to fill the role of Wealth Protection Manager, together with Mitchell Mott as Leasing Manager will be responsible for supporting advisers from Count's ...

Mellon and WestAM strike global distribution deal

... numerous awards for the performance of their products." The joint venture should also be seen as more yet evidence that wealth management groups both in Australia and globally are responding to the opportunities and challenges of manufacturing and distribution. ...

Russell goes lifecycle

... are backed by Russell's global investment disciplines. The portfolio suite aims to compete with industry funds and other wealth manager solutions that also present simplified solutions to investors and reflecting this the portfolios will be available ...

Wealthtrac appoints Head of Distribution

Midsize platform group Wealthtrac has appointed Mathew Johnson as the new Head of Distribution to lead their penetration push into advisory groups looking for an independent platform. Wealthtrac is national dealer co-operative with over $300 million ...

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Treasury responds to Debelle's review into the AOFM

KARREN VERGARA

Treasury has responded to the Guy Debelle-led review into the Australian Office of Financial Management (AOFM), agreeing to all six recommendations.

Bravura ups guidance, reports earnings increase

RIDDHIMA TALWANI

Bravura Solutions informed investors cost discipline will protect its full year earnings result after a client migrated to a Business Process Outsourcing (BPO) early in the year.

MaxCap hires from Vanguard, AustralianSuper

MATTHEW WAI

MaxCap has welcomed two senior directors, including a portfolio manager from Australia's largest super fund, reporting to the recently named chief executive Kylie Robb.

Zenith snags mandate from Granite Bay

MATTHEW WAI

Granite Bay Private Wealth has selected Zenith Investment Partners to support their investment governance and due diligence.

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