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WEALTH MANAGEMENT
Funds management
Schroders Australia, ClearBridge and GAM have all made new hires in their distribution teams, focusing on wealth and financial advisers. ...
People & Products
The firm’s wealth management arm is welcoming an experienced corporate leader to its team....
People & Products
Allianz Retire+ has appointed Brendon Rodda from PIMCO as chief distribution officer for wealth management. ...
Financial planning
A Perth private wealth firm has expanded to take advantage of the demand for advice in regional Western Australia, driven by rising land values and intergenerational weal...
People & Products
Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions....
People & Products
Money Management is pleased to launch a groundbreaking new conference that will set the stage for transformative change in wealth management....
Financial planning
Hyper-personalisation is among changes that wealth managers could be offering in 2024 as they embrace technology to benefit their clients. ...
Financial planning
National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financia...
Financial planning
The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...
Financial planning
Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...
Financial planning
Wealth management platform provider, Acclaim Wealth, has appointed Terry Constable as its chief executive. ...
People & Products
Count has appointed a private equity specialist to its board as a non-executive director, indicating further acquisitions could be on the horizon....
Funds management
Reflecting on the seemingly slow pace of innovation in Australia’s financial services sector, panellists at the SIAA conference have warned foreign entrants could bring a...
People & Products
Scott Hartley is to depart AMP as the firm scraps his CEO of Australian wealth management role while CFO Peter Fredricson will depart after less than a year in the positi...
Financial planning
The asset manager has announced the appointment of Jonathan Jenkins to lead client business in Victoria, Tasmania, South Australia and Western Australia....
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Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...