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Showing 921 - 930 of 3363 results for "Wealth management"

Financial services demands more mental health support

HARRISON WORLEY  |  WEDNESDAY, 17 JUN 2020
... wellbeing training for the employees of financial services firms, according to SuperFriend. New analysis by the wealth management industry's mental health partner reveals a "marked increase" in demand for the organisation's support since government-mandated ...

SuperFriend refreshes leadership

HARRISON WORLEY  |  MONDAY, 15 JUN 2020
An AustralianSuper group executive has been added to the leadership of the wealth management industry's mental health partner, SuperFriend. AustralianSuper group executive of membership Rose Kerlin has joined the board of SuperFriend, following the ...

2020 MAX Award winners named

JAMIE WILLIAMSON  |  FRIDAY, 12 JUN 2020
... received - more than any previous year. He went on to note the awards have evolved to reflect changes in the wealth management space over the years, and now to reflect the current environment. Echoing this, Financial Standard executive director of media ...

JBWere nabs J.P. Morgan executive

ELIZA BAVIN  |  FRIDAY, 5 JUN 2020
... take on the new role, commencing 7 September 2020. "I am thrilled to be joining JBWere, the leading private wealth management firm in Australia and New Zealand," she said. "One of the key things that attracted me to JBWere was its "client first" culture. ...

Retirement specialist makes board appointment

ALLY SELBY  |  THURSDAY, 4 JUN 2020
... Evans has nabbed the role at Allianz Retire+, bringing with her more than 30 years' experience in investment, wealth management and healthcare to the retirement specialist. Allianz Retire+ chair David Plumb welcomed Evans to the firm's board. "Sally's ...

MLC Wealth appoints chair

ELIZA BAVIN  |  TUESDAY, 2 JUN 2020
... on the role, effective 1 July 2020. NAB chair Philip Chronican said the appointment to the board of National Wealth Management Services Limited (NWMSL), the head company of MLC Wealth, was an important next step in the path to establishing MLC as a standalone ...

Sequoia to acquire wealth group

KANIKA SOOD  |  MONDAY, 1 JUN 2020
... agreement to acquire a wealth group, adding about 23 advisers and $1 billion in funds under management. Sequoia Wealth Management will acquire the customer base of Phillip Capital Limited's existing advisers and corporate authorised representatives. ...

Former MLC super boss joins First Sentier

HARRISON WORLEY  |  MONDAY, 1 JUN 2020
... has extensive experience in businesses operating in a broad range of industries, including banking, insurance, wealth management, education services, health insurance, superannuation and technology. She also runs her own corporate advisory business advising ...

ERS emerges as tax loophole for expats

ALLY SELBY  |  FRIDAY, 29 MAY 2020
... resident visa holder and be able to prove that they are unable to meet their immediate living expenses. Atlas Wealth Management managing director James Ridley said he has seen an increase in expats withdrawing their super for this reason. "No one has ...

Expats sweat as main residence CGT cut-off looms

ALLY SELBY  |  THURSDAY, 28 MAY 2020
... expats now face further challenges in selling their former family homes, with only COVID-19 to blame. Atlas Wealth Management managing director James Ridley argues that with just over four weeks looming to the cut-off date for the main residence CGT ...