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Showing 1 - 10 of 56 results for "Wealth Partners"

FAAA celebrates adviser excellence

MATTHEW WAI | FRIDAY, 29 NOV 2024

... back to her community by empowering more women to take control of their financial futures." Additionally, Apt Wealth Partners Melbourne professional adviser Jakob Ayres has snatched the title of the FAAA Gen Next Rising Star of the Year, while the FAAA ...

Insignia snags TAL executives for new retirement solutions team

MATTHEW WAI | MONDAY, 4 NOV 2024

Insignia Financial is creating a new team to drive innovation in retirement solutions for its MLC brand, to be led by TAL Australia's chief commercial officer Andrew Howard. Howard has been appointed as executive director, strategy and innovation. His ...

TAL names retirement and wealth lead

MATTHEW WAI | THURSDAY, 31 OCT 2024

TAL Australia has announced an in-house promotion to lead its team of product, investment and operational specialists. Shaun Bransdon has stepped into the role of general manager, retirement and wealth, a position that he will further develop and deliver ...

FAAA announces 2024 awards finalists

KARREN VERGARA | WEDNESDAY, 9 OCT 2024

... Award. Capital Partners, Warr Hunt, and Alman Partners are up for FAAA Professional Practice of the Year. Apt Wealth Partners' Jakob Ayres, Bravium's Kirra Sharrock, and Verse Wealth's Simone Vasnaik are the finalists for the FAAA Gen Next Rising Star ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN | THURSDAY, 18 JUL 2024

... since August 2019. According to the ASIC Financial Adviser Register, Abdalla was an authorised under Fortress Wealth Partners and My Money Co, both linked to AFSL Holdings Australia. He was a member of the Tax Practitioners Board and only held a Diploma ...

Four advice firms merge, launch Esencia

KARREN VERGARA | MONDAY, 3 JUN 2024

... firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves as the chief executive ...

How super funds could better support members: Research

ELIZA BAVIN | MONDAY, 27 MAY 2024

New research from TAL has revealed the expectations of Australians approaching retirement versus the lived experience of retirees. The research, titled What I Wish I Knew About Retirement, surveyed 1000 Australians 55 and older and highlighted the important ...

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER | TUESDAY, 12 DEC 2023

One in nine Australians expect to have more than $250,000 in debt when they retire, a new study by AMP shows, however separate research from TAL suggests debt in retirement is of little concern. A study commissioned by AMP has found that fewer than ...

Lumiant chief steps down

KARREN VERGARA | WEDNESDAY, 6 SEP 2023

... building it from no staff to 26 full-time. It busted me." Burridge is the chair of Treysta, a partner at Merchant Wealth Partners Australia, and director of Premier SMSF Solutions.

CountPlus takes stake in WSC Group

ANDREW MCKEAN | TUESDAY, 5 JUL 2022

... this year to date, Count Financial has appointed 51 new advisers. Prior to the WSC acquisition, in April, BWC Wealth Partners was the latest firm to join Count Financial's national advice community. Though, over the last year, other firms like Ebony ...

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Active Super transfers members to Challenger

JAMIE WILLIAMSON

Challenger will take over Active Super's Guaranteed Income offering after it was determined transferring these member accounts to Vision Super would not be in their best interests.

Eyes on gaming, Chinese tech in 2025: Orbis

MATTHEW WAI

Why investors in Asian equities and gamers alike have reason to feel good about the year ahead.

RBA 'paves way' for February rate cut

ELIZA BAVIN

After a year of defiantly leaving interest rates on hold, the RBA has given the first glimmer of hope a rate cut may come in the first half of 2025.

Scarcity Partners acquires stake of foreign investment firm

ANDREW MCKEAN

Scarcity Partners has acquired a 20% interest in January Capital, a Singapore-based private markets investment firm focused on Asia Pacific technology companies.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

Activam

Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

Alvia Partners

Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Advisers Big Day Out - Melbourne

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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