Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 4907 results for wealth management

Investment managers embracing AI: Mercer

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... cited as significant or very significant by 83% of managers. While healthcare (72%), financial services and wealth management (70%), legal services (66%), banking (64%), and insurance (61%) are the next-most-cited areas of opportunity for value creation. ...

Jo Townsend named chief executive of NZ Super

ELIZABETH FRY  |  WEDNESDAY, 27 MAR 2024
One of Australia's most experienced superannuation executives will take the helm of New Zealand's sovereign wealth fund, following Matt Whineray's departure late last year. Guardians of NZ Superannuation have appointed Jo Townsend as head ...

QMV Legal folds, managing partner to launch new firm

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2024
... and Vanguard Super. QMV Solutions is a complementary business that will deepen its ties to the superannuation, wealth management and related technology sectors as Australia's pool of super savings grows, Priest said at the time. Novigi will engage ...

Funds SA recruits from LGT

JAMIE WILLIAMSON  |  MONDAY, 25 MAR 2024
Funds SA recently welcomed a new head of technology, hiring from LGT Wealth Management. Simon Boyley has joined in the role, returning home from London where he spent seven years with LGT Wealth Management's IT team, most recently as head of technology. ...

Allianz Retire+ names wealth management distribution chief

KARREN VERGARA  |  MONDAY, 25 MAR 2024
Allianz Retire+ has appointed Brendon Rodda to the role of chief distribution officer for wealth management. Rodda most recently oversaw the global wealth management distribution strategy at PIMCO as executive vice president. Allianz and PIMCO joined ...

New SMSF solution for Islamic Australians launched

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... community who want to invest in property for their retirement in a way that is compatible with their faith. Meezan Wealth Management founding director Rokibul Islam said the solution, which is called Al-Mustaqbal Islamic SMSF, had been well received ...

Australia's wealthiest women not getting the advice they need

ELIZA BAVIN  |  MONDAY, 25 MAR 2024
... "Together with higher divorce rates, especially among older generations, HNW women are often required to navigate wealth management, at times without prior experience or existing relationships with professionals. The research found these women, most ...

Former Schroders chief joins private markets firm

ELIZABETH FRY  |  FRIDAY, 22 MAR 2024
... Hallinan has been at the forefront of the evolution of investment management in Australia for more than 30 years. "As private wealth investors shift focus from public to private market portfolio solutions, his experience will be invaluable for our clients," ...

Selfwealth expands leadership team

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... digital and CX for about 16 months. She has also held lead roles with BT and Westpac over a 25-year career in wealth management. "Janelle's appointment reflects Selfwealth's commitment to delivering exceptional experiences for our customers," ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... clients in the areas of insurance and aged care, enabling the core team to focus on retirement planning and wealth management. "We have strategically pursued premium businesses in these three transactions, and when we focus solely on the growth aspects ...
PREVIOUS
NEXT