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Showing 941 - 950 of 9265 results for "Wealth"

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... living is a primary concern for about three-quarters of respondents, who worry it will impact their ability to reach their wealth goals; many are also concerned about inflation. Only about half of respondents (49%) said they were happy with their financial ...

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
UK wealth management and brokerage firm EBC Financial Group (EBC) has scored a new AFS Licence (AFSL) and is ready to take on institutional investors and Australia's growing high-net-worth population. London-based EBC provides financial brokerage, asset ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... Davis Henry, was appointed as a non-executive director. Riggall joins as an executive director. Meanwhile, Clime Private Wealth appointed Matt Rencken as its principal adviser, leaving James Street Private Wealth after three years. Angela Wang, a senior ...

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
... He will report to Zenith managing director Jason Huddy, commencing in the role November 11. Zenith said Kennaway has a wealth of experience across asset management, investment research and investment consulting, both in Australia and globally including ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
Acclaim Wealth has partnered with Managed Portfolios to enter the managed accounts space through a managed discretionary account (MDA) service. Acclaim Wealth chief executive Terry Constable, who succeeded Alan Hegerty in October 2023, told Financial ...

GSFM hires retail business head

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... Munro Partners. Williams spent the last three years at Warakirri as the distribution director for APAC and head of private wealth. He previously led wholesale and retail distribution at UBS Asset Management and worked in senior roles at Lazard Asset ...

Best and worst performing ETFs revealed

ELIZA BAVIN  |  MONDAY, 14 OCT 2024
... InvestSMART chief executive Ron Hodge said. "InvestSMART's own data shows that 56% of people consider investing in ETFs for wealth creation purposes. With more investors turning to ETFs to diversify their asset allocation, we are seeing the beginning ...

Mutual Trust adds three partners

ELIZABETH FRY  |  MONDAY, 14 OCT 2024
One of the country's oldest wealth management groups has promoted three staffers to partner. Mutual Trust - the Myer and Baillieu family office - said the promotions reflect the increasing number of ultra-high-net-worth families and individuals ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... to Lena's hard work in moving Profile towards an ambitious vision. Lena's reputation, built over 25 years in the wealth advice industry, and her impact here speaks volumes. While we will miss her leadership, we are excited for what lies ahead ...

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... Broker and Bell Potter Online, which he was appointed to in mid-2019. Sparks was previously national manager of broking and wealth management at Vanguard Australia, a role he held for almost six years. Prior to Vanguard, he was at iShares Australia where ...