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Showing 961 - 970 of 3363 results for "Wealth management"

HUB24 wins $1b mandate

ALLY SELBY  |  THURSDAY, 19 MAR 2020
... the ClearView Retirement Plan and foster business simplification as we continue growing our life insurance and wealth management business."

Prodigy folds, two boutiques to shut

KANIKA SOOD  |  WEDNESDAY, 18 MAR 2020
... growing day by day," McKenzie said. Euroz will focus on its core business of stockbroking, corporate finance, wealth management (Entrust Wealth Management), and funds management across Western Australia. It will continue to operate the other half of ...

Moody's downgrades AMP

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 MAR 2020
... with an operating loss of AUD 3 million for fiscal 2018," Moody's said. The ongoing challenges in AMP's wealth management business were noted by Moody's as a reason behind the AMP Group downgrade. "This reflects the reputational damage to ...

deVere launches global contactless advice offering

HARRISON WORLEY  |  WEDNESDAY, 18 MAR 2020
Global wealth management group deVere is responding to the COVID-19 outbreak by immediately launching a free, worldwide, contactless advice service. In an effort to ensure those seeking advice stick to global social distancing standards, deVere is launching ...

Citi to expand local securities team

HARRISON WORLEY  |  MONDAY, 16 MAR 2020
... new head of investment partnerships. Miranda's new role will see him responsible for promoting Citi's wealth management business, which sits within its retail banking arm. In 2019, the division grew its assets under management by 32%.

Early access to super scheme results in permanent ban

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 MAR 2020
... Goldenberg with a permanent ban from providing financial services and cancelled the AFSL of his company Concentric Wealth Management. He was found to have failed to provide appropriate advice to a client and he failed to declare a conflict of interest. ...

HUB24 appoints interim chief financial officer

ALLY SELBY  |  THURSDAY, 5 MAR 2020
Wealth management platform HUB24 has appointed a new interim chief financial officer and joint company secretary following the incumbent's resignation in December last year. Debbie Last has nabbed the role, effective today, and brings with her 25 years ...

Madison advisers loyal amid sale

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... but also three other businesses WealthPortal, AdviceNet and ProActive Portfolios. The three companies cover wealth management, licensing and compliance. Madison's advisers look after about $3.8 billion in funds under management and total in force ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
Wealth management platform WealthO2 has appointed a national business development manager, set to build awareness of the quickly growing service. Former Lonsec senior BDM, Greg Schapkaitz, has nabbed the newly created role, and will report directly ...

JBWere partners with cash platform

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... space. "We are very excited to be announcing this agreement with JBWere, one of Australia's leading private wealth management businesses," Cashwerkz executive chair John Nantes said. "JBWere have been advising clients since 1840 and are very well ...