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Showing 961 - 970 of 9266 results for "Wealth"

Wholesale investor test changes on ice: Parliamentary committee

KARREN VERGARA  |  FRIDAY, 4 OCT 2024
... Wholesale investors pass the product value test if they have investible assets of $500,000-plus. The other is the individual wealth test in which investors have either net assets of $2.5 million or gross income of $250,000 per annum for the last two ...

Partners Wealth Group appoints new head of distribution

ANDREW MCKEAN  |  THURSDAY, 3 OCT 2024
Partners Wealth Group appointed a new head of distribution, a former three-time Olympic gold medalist no less, for its wholesale investments division, Partners Private. James Tomkins, who was most recently a national sales manager at UBS Asset Management ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
Private wealth adviser Craig Roberts of Elston Private Wealth in Queensland has been awarded the Gwen Fletcher Memorial Award for the second semester of 2024 by the FAAA. The award recognises the highest performing student in the Certified Financial ...

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... Melbourne-based Stantins Financial Services will join its network. The company boasts expertise in financial advice, estate planning, wealth management, accounting, business and lending advisory. The group provides tailored advice to support the needs ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
... experts. Tribel advisers will be able to track the creation and modification of estate plans and oversee the transfer of wealth in accordance with clients' wishes and at the same time adhere to the full extent of the law. "Too many Australians pass away ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
... and retirement funds. "Moneysoft services financial advisors and funds through existing SaaS lines of business focused on wealth and finances in both the direct-to-consumer and financial advice sectors," MUFG Retirement Solutions chief product officer ...

Pengana pauses share buyback

ANDREW MCKEAN  |  WEDNESDAY, 2 OCT 2024
... global private credit product in the local market and its first strategic partnership with "one of Australia's largest wealth groups."

Commonwealth Bank shakes up executive leadership team

ANDREW MCKEAN  |  WEDNESDAY, 2 OCT 2024
... Emma Bunnell joins Commonwealth Bank from HSBC UK, where she worked with banking regulators and served business, retail, wealth management, and private banking customers. Bunnell has led HSBC's business across the Channel Islands and Isle of Man and ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... clients who earn a median salary of $100,000. "Those who aren't on super high incomes or don't have super high wealth are still getting benefit. We don't want people out there thinking that [advice] is the luxury of the multimillionaires. ...

Hamilton Lane adds SCOPE to product lineup

ELIZA BAVIN  |  WEDNESDAY, 2 OCT 2024
... of our global private credit platform and creates access for a broader set of investors." Hamilton Lane head of private wealth Australia Scott Thomas said the fund launch is a significant milestone in support of the firm's commitment to broaden access ...