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Showing 1051 - 1060 of 19267 results for "Group"

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
Fitzpatricks Group appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... has $12.5 billion in FUM, amassing $230.2 million in fee revenue. La Trobe, however, stood out as an outlier among this group of fund managers. La Trobe's 12-Month Term Account fund alone, which holds over $9 billion in assets and charges a 1.8% fee ...

CA ANZ launches AI fluency certificate for finance professionals

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... has launched an AI Fluency certificate to arm financial professionals with the skills to work with Generative AI. CA ANZ group executive education and marketing Simon Hann said the certificate is designed specifically to help accounting and finance professionals ...

Cyberattacks on super funds expose 'critical vulnerability'

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
... superannuation industry's handling of cybersecurity, describing the recent attacks as "shocking and unsettling." The advocacy group said the breaches came despite repeated warnings from regulators that the sector is lagging on cyber-resilience, fraud ...

Lakehouse Capital lists first fund on ASX

ANDREW MCKEAN  |  MONDAY, 7 APR 2025
... Dutch payments firm Adyen, and Sweden's top online residential property portal Hemnet, often likened to Australia's REA Group. In a statement, Lakehouse said ETF popularity among Australian investors has soared in recent years, adding that its active ...

TAL takes 15% stake in Challenger

KARREN VERGARA  |  MONDAY, 7 APR 2025
MS&AD Insurance Group Holdings has sold its entire 15.1% stake in Challenger to TAL. TAL, together with its parent company Dai-ichi Life Holdings, acquired the minority interest at $8.46 per share - marking a 53% premium to Challenger's closing ...

Allegro sells Questas stake for $375m

ELIZA BAVIN  |  MONDAY, 7 APR 2025
Allegro Funds has sold its majority stake in Questas Group to Five V Capital for $375 million. Allegro acquired the majority stake in Questas in 2019, investing alongside its founder, Kede Carboni, in a partnership deal. Since then, Questas has grown ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

Apex wins $7bn super admin mandate

KARREN VERGARA  |  FRIDAY, 4 APR 2025
Apex Group has won a mandate to administer Diversa Trustees' $7 billion master trust business. Diversa will use Apex Superannuation going forward, part of which means utilising Iress' Acurity platform. Iress offloaded its superannuation business to ...

Barings expands local wealth team

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... worked for 13 years, most recently as national head of sales. Before that, he ran real estate funds distribution at Macquarie Group. Nicoll's appointment is the most recent development in Barings' ongoing efforts to expand its wealth business in Australia ...