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Search ResultsShowing 1 - 10 of 100+ results for "Wealth"
JBWere nabs J.P. Morgan executive
ELIZA BAVIN  |  FRIDAY, 5 JUN 2020
... excited to take on the new role, commencing 7 September 2020. "I am thrilled to be joining JBWere, the leading private wealth management firm in Australia and New Zealand," she said. "One of the key things that attracted me to JBWere was its "client ...
Dealer groups slam FPA policy
ELIZABETH MCARTHUR  |  THURSDAY, 4 JUN 2020
Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ...
Retirement specialist makes board appointment
ALLY SELBY  |  THURSDAY, 4 JUN 2020
... 1. Sally Evans has nabbed the role at Allianz Retire+, bringing with her more than 30 years' experience in investment, wealth management and healthcare to the retirement specialist. Allianz Retire+ chair David Plumb welcomed Evans to the firm's board. ...
Chief economist update: Australian recession - the next generation
BENJAMIN ONG  |  THURSDAY, 4 JUN 2020
... homebuilders and renovators - that should support the construction sector and the property market. And then there's the wealth effect from the recovering stock market. We'll be right mateys!!!
Newgate fund starts new life
KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... fund to normal daily redemptions, after it tightened them to monthly in April amid COVID-19 uncertainty. Sanlam Private Wealth was established in Australia in 2009 by Werner Stals. It manages about $800 million in retail money and has stakes in startups ...
Advice group acquires software business
ALLY SELBY  |  TUESDAY, 2 JUN 2020
... customization, workflow and e-learning management solutions to the advice industry. Its clients include Australian banks, mid-tier wealth institutions, financial advisories and dealer groups. Benbow said the COVID-19 crisis had opened advisers' eyes ...
MLC Wealth appoints chair
ELIZA BAVIN  |  TUESDAY, 2 JUN 2020
A former chief executive of BT Financial Group has been named independent non-executive chair of MLC Wealth. Robert Coombe has been named to take on the role, effective 1 July 2020. NAB chair Philip Chronican said the appointment to the board of National ...
Sequoia to acquire wealth group
KANIKA SOOD  |  MONDAY, 1 JUN 2020
Sequoia Financial Group has entered an agreement to acquire a wealth group, adding about 23 advisers and $1 billion in funds under management. Sequoia Wealth Management will acquire the customer base of Phillip Capital Limited's existing advisers ...
Details of Mayfair's default revealed
ELIZABETH MCARTHUR  |  MONDAY, 1 JUN 2020
... ASIC had grave concerns about the financial position of Mayfair 101 for months before receivers were appointed to IPO Wealth, according to court filings. Filings from Vasco Trustees, the trustee for the IPO Wealth Fund, in the Supreme Court of Victoria ...
Clearstream rebrands Australian acquisition
ALLY SELBY  |  MONDAY, 1 JUN 2020
... the local market, it said, and will automate parts of funds services for Australian custodian banks, wrap platforms and wealth. This will allow them to benefit from lower costs, Clearstream said, as well as increased efficiency and international standards. ...
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