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Showing 901 - 910 of 9270 results for "wealth"

JBWere restructures, chief executive exits

ELIZA BAVIN  |  WEDNESDAY, 20 NOV 2024
... Maria Lykouras leave the company after more than two years as chief executive. JBWere will be led by NAB executive, private wealth Michael Saadie. Two newly created roles will report directly into Saadie. One will be filled by current JBWere chief investment ...

Intergenerational wealth picture 'bleak': Grattan

ELIZA BAVIN  |  TUESDAY, 19 NOV 2024
... "systematically screwed over". Speaking at the ASIC Annual Forum, Sathanapally said Grattan's analysis has shown how large the wealth disparity has become over the past 25 years between younger and older Australians. She said for previously, each generation ...

Betashares Direct slashes brokerage fees on ASX 300

MATTHEW WAI  |  TUESDAY, 19 NOV 2024
... platform can better align the domestic market with investment offerings worldwide that offer a broader range of long-term wealth creation tools, Betashares said. In addition to the new offering, the platform also provides investors with managed portfolios ...

Blockchain platform MezFi launches

KARREN VERGARA  |  MONDAY, 18 NOV 2024
Newly launched blockchain platform MezFi is offering retail investors access to property investments designed for the wealthy via Digital Fund Tokens (DFTs). The platform essentially houses MezFi Fund 1, an ASIC-registered managed investment fund that ...

TWC launches Global Wealth Creators Fund

MATTHEW WAI  |  MONDAY, 18 NOV 2024
TWC Investment Management has launched the Select Global Wealth Creators Fund (SGWC), offering access to high-quality companies to wholesale and institutional investors. The actively managed fund aims to deliver annual returns of 3-4% above the MSCI ...

Mason Stevens bolsters distribution team

MATTHEW WAI  |  MONDAY, 18 NOV 2024
... has named a head of strategic accounts, welcoming the global head of growth from Investment Trends to the position. The wealth platform provider said the appointment focuses on driving new business and strengthening platform partnerships across Australia ...

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 ...