Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 901 - 910 of 9264 results for "Wealth"

DWS, S64 launch sustainable infrastructure offering

MATTHEW WAI  |  MONDAY, 18 NOV 2024
DWS has launched a sustainable infrastructure focussed Wholesale Australian Unit Trust for Australian private wealth managers in a partnership with S64, the alternatives fintech. The offering empowers financial intermediaries to distribute private markets ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... StrategyOne, led by managing director Virginia Heyer and senior private client adviser Duncan Derrington, specialises in wealth management, retirement planning and risk advice, and has four advisers, eight support staff and around 600 clients. AZ NGA ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
Fintech firm elemnta has released new research looking at data-related challenges impacting Australia's wealth management sector. The research highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... intelligence (AI) and a direct-to-consumer superannuation push will see it become Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030. Revealing its five-year strategy at its investor day today, Insignia Financial ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... "With 28% of HNW-focused advisers already using non-custodial assets (versus just 11% for advisers focused further down the wealth spectrum) it's likely platforms that are more flexible around asset choice - whilst providing exceptional administrative ...

Bell Financial Group bids $51m for SelfWealth

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... synergies for those electing to receive BFG shares. We also believe our clients will benefit from BFG's diversified wealth management offering," she said. SelfWealth's board is moving ahead with negotiating a binding implementation deed with ...

Mason Stevens names head of asset allocation

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
... be a significant asset to Mason Stevens," Mason Stevens said. "Brad is passionate about helping clients maximise their wealth and working with advisers to deliver the best possible investment solutions for clients throughout their investment journey." ...

Perpetual reveals decade of philanthropy insights

ANDREW MCKEAN  |  TUESDAY, 12 NOV 2024
... insights into the philanthropic and charity sectors. In a special edition of its annual philanthropy insights report, the wealth manager said despite incremental changes in funding across some sectors, overarching trends have held relatively steady ...

AMP makes operations, product, strategy hires

MATTHEW WAI  |  TUESDAY, 12 NOV 2024
... experience in driving operations, enhancing customer experience, and optimising service delivery. She joins from BT, the wealth management division of the Westpac Group, most recently as its head of service and operations. Meanwhile, Way will help advisers ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
The Australian Wealth Advisors Group (AWAG) and Teaminvest Private Group (TIP) have partnered to launch the Succession Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning ...