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Showing 1 - 10 of 89 results for "Wealth Advisory"

NAB, Jarden to launch NZ wealth business

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
... executive Michael Saadie said: "We're pleased JBWere New Zealand will be part of a leading asset management and wealth advisory business." "At the same time, we are committed to continuing to grow our JBWere business in Australia, which is a critical ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
... offer its advisers access to Frontier's technology platform. It marks the first time Frontier will work with a wealth advisory firm, with Perks Private Wealth director Simon Wotherspoon saying that being the first advice firm to have access to research ...

Advice firms merge to create Count Adelaide

CASSANDRA BALDINI  |  WEDNESDAY, 28 JUN 2023
... Adelaide in July. The two firms, which already existed in the Count network, will join to offer accounting and wealth advisory services to South Australians and be led by Warnecke managing principal Peter Burrows. The two businesses bring over 70 years ...

ASIC permanently bans former financial adviser

CASSANDRA BALDINI  |  TUESDAY, 27 JUN 2023
... was a financial adviser under his own company, John Wertheimer & Associates Pty Ltd, before appointing Picture Wealth Advisory Pty Ltd to service a group of clients. The ban prevents Wertheimer from engaging in any credit activities and from providing ...

Epsilon launches second Australian fund

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... fund manager explained the initial launch raised capital from a range of prominent investors including private wealth advisory firms, multi-family offices, fund-of-funds, high-net-worth investors, and small institutional investors. Epsilon founding partner ...

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... critical, but advisers may struggle to think of ways to connect with children and teens," Nuveen global head of wealth advisory services Jeff Carlin "Advisers should look for such opportunities - for example, by including younger generations in social ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
In an exclusive interview with Financial Standard, BlackRock US wealth advisory group director Jim Renitsky said digitisation and personalisation at scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the ...

Talaria hires head of sales

CASSANDRA BALDINI  |  MONDAY, 5 DEC 2022
... distribution team. He has also held distribution roles at Perpetual Asset Management and owned an independent private wealth advisory firm. The appointment follows the hiring of Sam Dowling as sales director for NSW and Western Australia in June this ...

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
Addressing the crowd at BlackRock's flagship iShares ETF event in Sydney yesterday, BlackRock director, US wealth advisory equity pillar Katie Fischer shared learnings from her adviser clients across the globe on how to add value in ways that drive ...

Advisory group appoints head of investment strategy

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
Providence Wealth Advisory Group recently welcomed a former sovereign wealth fund executive as its head of investment strategy. Marc Wait has joined the group in the role, based in Sydney. He was most recently head of treasury at the Emirates' Sovereign ...
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