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Showing 921 - 930 of 9266 results for "Wealth"

Fidelity makes key sales appointments

ELIZABETH FRY  |  WEDNESDAY, 6 NOV 2024
... Fidelity International's local managing director Simon Glazier. De Pourbaix has over 20 years of experience in the wealth management industry, including with ING Australia and BT Investment Management. He joined the firm in June 2023 as a global ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... Meanwhile, the list welcomed 15 first-time honorees, bringing the total alumni count to 267. The newcomers include: Family Wealth Advisory founder and managing director Michael Bova UniSuper advice senior private client adviser Melinda Brown My Wealth ...

Insignia snags TAL executives for new retirement solutions team

MATTHEW WAI  |  MONDAY, 4 NOV 2024
... Manson, and Jeffrey Hopson. Jones and Manson also join from TAL, where they serve as general manager, growth, retirement and wealth partnerships and head of technical solutions, respectively. They each carry close to 20 years' experience. Meanwhile ...

E&P Financial advances delisting

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... face an upcoming public inquiry into its role in the collapse of Dixon Advisory. The senate referred the inquiry to the Wealth Management Companies to the Senate Economics References Committee, which will provide a report by the last sitting day of March ...

Westpac profits drop as it prepares for leadership change

ELIZA BAVIN  |  MONDAY, 4 NOV 2024
... $2.8 billion, down 15% from the year prior, impacted by the sale of businesses in 2023, along with financial markets and wealth management. The Business & Wealth division, led by incoming Westpac chief executive Anthony Miller, saw net profit rise 13% ...

Future Fund delivers strong 11.9% return

ELIZA BAVIN  |  FRIDAY, 1 NOV 2024
... Fund's return was 11.9% for the 12 months to September 2024. Annual investment returns lifted the value of the sovereign wealth fund by $24.4 billion to $229.7 billion. The fund has delivered a 10-year return of 8.2% per annum, outperforming its target ...

Retail super funds spend big on advice

KARREN VERGARA  |  FRIDAY, 1 NOV 2024
... financial advisers. Seventeen out of the top 20 super funds that had a massive advice budget were retail funds. AMP's Wealth Personal Superannuation and Pension Fund spent $294.5 million on external financial planning payments, followed by Macquarie's ...

TAL names retirement and wealth lead

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
... product, investment and operational specialists. Shaun Bransdon has stepped into the role of general manager, retirement and wealth, a position that he will further develop and deliver TAL's retirement income solutions in partnership with Australian ...

KKR nabs JP Morgan sales manager

ELIZABETH FRY  |  TUESDAY, 29 OCT 2024
JP Morgan Asset Management distribution manager Jacqui Crothers has taken up a new role at KKR's wealth business. Crothers has been appointed director of global wealth solutions at the private equity giant. Reporting to the local head of KKR client ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... Investment Managers, about 40% of financial advisers fear their businesses will be under threat in an exponentially growing wealth transfer environment. This is according to new research from the fund manager, which found 45% of advisers are also concerned ...