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Showing 1081 - 1090 of 9268 results for "Wealth"

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... held an AFSL 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 ...

The most popular fund types launched in Australia

ANDREW MCKEAN  |  WEDNESDAY, 17 JUL 2024
... wave of funds coming through will focus on alternatives, private credit, and private debt, particularly targeting private wealth groups. He also expects a continued rise of ETFs, which are easily accessible products for investors, and SMSFs.

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
Kidmans Partners, a member of the Count network, has acquired Victorian accounting and financial advice firm Zanacorp for $2.1 million. Kidmans will pay 70% of the consideration for Elsternwick-based Zanacorp upon completion and the remainder will be ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... portfolio for their clients who are in the accumulation stage. "With an estimated $3.5 trillion Inter-generation transfer of wealth underway in Australia, advisers are seeking solutions to service a client base which tends to be younger, have a longer ...

Clime names acting managing director

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... role effective immediately. Baragwanath was appointed as a director of the business on July 1. He was formerly the head of wealth at TIP Group. Prior to that he was the responsible manager of Spaceship. Clime said Baragwanath has more than 18 years' ...

Apex partners with Novigi

KARREN VERGARA  |  TUESDAY, 16 JUL 2024
... development, cloud solutions, and data migration and transition. ​"As the Australian and New Zealand superannuation and wealth sectors continue to experience robust growth, there is an escalating demand for digitised and cost-effective fund administration ...

Clime chief executive resigns

KARREN VERGARA  |  MONDAY, 15 JUL 2024
... and the managed accounts platform WealthPortal to Infocus for $2 million. It flagged intentions to just focus on private wealth. In late 2021, Clime entered an agreement to combine its separately managed accounts businesses with Ralton Asset Management. ...

Federation AM acquires Homesafe

ELIZA BAVIN  |  MONDAY, 15 JUL 2024
... in the equity release market. Homesafe Solutions was established in 2005 by Peter Szabo and is the provider of Homesafe Wealth Release. Federation teamed up with one of the big four banks to fund the future growth of Homesafe to provide Australians with ...

'Growing revenues, not AUM, is the new name of the game': ISS

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
... "Still others may opt to capture value throughout the value chain, as partners with advice providers or as distributors/wealth managers themselves. And some will leverage technology to shore up their own value chains and also support those of their distribution ...

Australia climbs global wealth ranks

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
Australia has moved up the ranks in the UBS Global Wealth Report, rising from third place to second in terms of median wealth per adult, sitting just below Luxembourg. In 2023 wealth growth across the world recovered from its 3% contraction the previous ...