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Showing 1 - 10 of 72 results for "Forbes"

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... staying disciplined and having robust communication skills have helped them succeed in their careers as financial advisers. Forbes Fava Saville Financial Planning senior financial planner and chief executive Cameron Forbes, and Complete Financial Providence ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... announced it was interested in acquiring Wealthfront but rescinded an offer tipped to be worth US$1.4 billion. An analysis by Forbes found that Marcus Invest charges the highest management fee among its competitors at 0.35%. Betterment and Wealthfront ...

Dexus assets drop by $1bn

CASSANDRA BALDINI  |  WEDNESDAY, 21 JUN 2023
... 16. Recently Dexus announced it exchanged contracts to sell Axxess Corporate Park in Mount Waverley Victoria as well as Forbes Close and Market Street assets. Experts expect ongoing volatility in the property market, however explained, the listed market ...

SuperConcepts integrates with Smarter SMSF platform

ANDREW MCKEAN  |  THURSDAY, 13 APR 2023
... SuperMate and the documentation platform for streamlined SMSF administration. SuperConcepts chief technology officer Andy Forbes and Smarter SMSF chief executive Aaron Dunn said the integration is now available to SuperMate clients at a recent webinar. ...

Openmarkets launches custody offering

KARREN VERGARA  |  WEDNESDAY, 22 MAR 2023
... appointing Dan Jowett to the role of chief executive to replace Ivan Tchourilov, and made several staff members redundant. Rob Forbes was named as chief operating officer in December 2022 after spending four years as head of business development for ...

Openmarkets secures chief financial officer

CASSANDRA BALDINI  |  TUESDAY, 28 FEB 2023
... equity firm, the launch of its international equities trading solution and the appointment of chief operating officer Rob Forbes in November 2022. "As we pursue a significant B2B market opportunity in 2023 and assess long-term capital financing options ...

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... financial adviser Leah Sciacca, Diverger managing director Nathan Jacobsen, Australian Advice Network chief executive Paul Forbes and AFCA investments and advice acting lead ombudsman Shail Singh. Addressing the audience at AFA Thrive, Anderson said ...

Australia home to high proportion of women billionaires

CHLOE WALKER  |  MONDAY, 27 JUN 2022
Australia has ranked third in the world for the highest proportion of female billionaires, according to Forbes' 36th annual billionaire list. The top spot was jointly held by Barbados and Portugal with one billionaire each (in both cases, a female). ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... is a New York-based subsidiary of Howard Milstein's New York Private Bank and Trust; the Milstein family was listed by Forbes in 2015 as the 90 th richest family in the US. Under the deal, Emigrant will provide strategic and operational support to help ...

SuperConcepts names CIO, CTO

KARREN VERGARA  |  TUESDAY, 17 AUG 2021
SuperConcepts announced two key leadership appointments across its information technology division. Andy Forbes is the new chief technology officer, a role he's taken on permanently after he was appointed in February on an interim basis. He has been ...
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