Wealth Today growing practices, not ‘chasing advisers’
WT Financial Group has seen a 57 per cent boost in revenue largely due to scale, but group founder Keith Cullen has identified the next round of revenue increases will be achieved by growing the practices within the network rather than “chasing new advisers”.
August 08, 2023
Prime Value appoints heads of distribution & marketing
Boutique investment house Prime Value Asset Management has appointed Nathan Wares and Kate Mulham as head of distribution and head of marketing and communications, respectively.
August 08, 2023
Sequoia announces three senior hires
Sequoia Financial Group has picked up new hires from ASIC, WT Financial Group and Praemium across its operations, legal, and compliance divisions.
August 08, 2023
Surge in online superannuation searches: ART data
Online searches relating to superannuation have doubled over the last four years, according to data from Australian Retirement Trust.
August 08, 2023
Principal Asset Management appoints MD
Investment company Principal Asset Management has appointed Michael Goosay as the managing director of global fixed income and portfolio manager on select strategies.
August 08, 2023
Northern Trust appoints head of global fund services
Financial institution Northern Trust has appointed Caroline Higgins as head of global fund services in the Asia Pacific.
August 08, 2023
TAL named AFLW insurance partner
TAL will become the official life insurance partner of AFLW, the highest level competition for women’s Australian rules football, for three years.
August 08, 2023
Almost 10m Australians using Moneysmart
ASIC’s consumer-focused general financial advice website Moneysmart achieved almost 10 million users during the past financial year.
August 07, 2023
Uncertainty among clients reflected in plunge in adviser sentiment: CoreData
Economic uncertainty has seen a flight to cash among high-net-worth investors, and more clients opting to work longer and retire later. This downturn in sentiment is rubbing off on advisers, who are also forecasting a less rosy quarter ahead.
August 07, 2023
With great data, comes great responsibility
Good advisers never stop asking questions, making it imperative for advice businesses to have an efficient system for gathering, storing and updating data, Paul Moran writes.
August 07, 2023
HESTA managing almost 10pc of its portfolio in-house
Industry super fund HESTA is now internally managing almost 10 per cent ($7 billion) of its portfolio in-house, eighteen months after it launched its internalisation strategy.
August 04, 2023
