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Showing 91 - 100 of 1850 results for "Financial Group"

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI | THURSDAY, 26 JUN 2025

Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

Global X scales higher on the ETF issuer podium

ANDREW MCKEAN | MONDAY, 23 JUN 2025

... four new ETFs this year, bringing its Australian portfolio to 45 ETFs. The firm, which is owned by Mirae Asset Financial Group, is also charging forward with plans for more launches in the second half of the year, targeting lower-cost core exposures ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY | MONDAY, 16 JUN 2025

... accounts, and executive advisory leadership. Previously, he was the chief executive and managing partner at SCM Financial Group, a professional services firm. Before his 10 years with SCM, he served as head of strategic accounts and IFAs at NAB Wealth ...

BlackRock names new insto lead

ELIZABETH FRY | THURSDAY, 12 JUN 2025

... as well as client relationship management and new business development. Before that, he spent five years at BT Financial Group in client service and business development within the institutional team. He began his career at Rothschild Asset Management ...

King's honours list recognises excellence in super, finance

KARREN VERGARA | TUESDAY, 10 JUN 2025

... worked as a senior economist at the Reserve Bank of Australia (RBA), senior international economic strategist at BT Financial Group and executive vice president of Principal Global Investors. Tarditi was a director of equity strategy at Citigroup Smith ...

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA | FRIDAY, 6 JUN 2025

... profession's development." The delegation included AIOFP technical committee chair Lionel Rodrigues, Sequoia Financial Group managing director Garry Crole and former New South Wales Premier Nathan Rees. "The meeting duration was 63 minutes involving ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY | THURSDAY, 5 JUN 2025

... management, joining from State Street Global Advisers. His background includes senior roles at Allianz Retire+ and BT Financial Group, as well as experience as an interest rate swaps broker at BGC Partners. Brown expressed his enthusiasm for the culture ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON | MONDAY, 2 JUN 2025

... head of enterprise risk up until December last year. Prior to that, he held senior risk roles with Westpac and BT Financial Group and is the former head of finance and governance at AustSafe Super which merged with Sunsuper in 2019. Simon Keast joined ...

MA Financial eyes acquisition

ELIZA BAVIN | WEDNESDAY, 21 MAY 2025

... to US middle market borrowers. MA Financial will contribute to the investible capital via its managed funds. MA Financial Group head of global credit solutions Frank Danieli said the partnership is the "next evolution" in private credit. "The US middle ...

MA Financial partners to invest $2.6bn in middle market loans

MATTHEW WAI | WEDNESDAY, 7 MAY 2025

... partnering institutions, is aiming to establish a differentiated platform focused on the US middle market. MA Financial Group, Monroe Capital and Sumitomo Mitsui Banking Corporation (SMBC) will invest up to US$1.7 billion (AU$2.6 billion) in senior secured ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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