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Showing 941 - 950 of 9268 results for "wealth"

Dinimus appoints new head of distribution

ANDREW MCKEAN  |  TUESDAY, 22 OCT 2024
... focused on corporate lending in Australia and New Zealand, has hired Nigel Credlin, who most recently served as a partner and wealth advisory director at William Buck. Credlin, who has over two decades of experience, has also held roles as a private ...

Perks announces new acquisition

ELIZA BAVIN  |  FRIDAY, 18 OCT 2024
... and high net-worth individuals. Established in 1981, Perks provides their clients with advice across business advisory, wealth management, audit, finance, superannuation, HR consulting and recruitment.

Betashares expands Wealth Builder suite

JAMIE WILLIAMSON  |  THURSDAY, 17 OCT 2024
Betashares introduced a geared version of its Nasdaq 100 ETF, a new addition to the Wealth Builder range. The Betashares Wealth Builder Nasdaq 100 Geared (30-40% LVR) Complex ETF (ASX: GNDQ) is designed to enhance access to the benefits of gearing ...

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 ...