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Showing 91 - 100 of 850 results for "Ideal"

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... opportunities." Meanwhile, Infocus Wealth Management founder and managing director Darren Steinhardt said he believes Infocus is an ideal home for Madison advisers, having known the business for some time. "Infocus will be a home where the Madison group ...

LGT Crestone launches new investment solution

ELIZA BAVIN  |  MONDAY, 20 MAY 2024
... "Longreach's longstanding relationship with LGT Crestone speaks to their position as a leader in private markets, making them an ideal partner for delivering such an innovative alternative investment solution," Edwards said. "We're confident that this ...

Vanguard selects next chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 15 MAY 2024
... to more investors. "Salim is an exceptional leader who is aligned with Vanguard's mission-driven culture, making him the ideal candidate. Vanguard has an important future, and we believe he is the best person for the job." As for why he's taking on the ...

Wholesale investor test reform has several ramifications: SIAA

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... got challenges." In essence, Gordon concedes there isn't a "simple solution" as what is currently at play isn't ideal as the tests have not changed since 2002 and have not kept up with the times. Last August, Treasury conducted a review of the ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
David Carney is stepping back from managing Vital Business Partners (VBP), appointing Nathan Jacobsen to take over as chief executive. Carney co-founded VBP in 2013, leading it as chief executive ever since. Now, he has decided to step back from the ...

Iress sells mortgages arm to Bain Capital

ANDREW MCKEAN  |  FRIDAY, 15 MAR 2024
... chief executive Marcus Price explained that the previously announced decision to concentrate on core strengths makes it an ideal time for the mortgages business to expand under new ownership. "We saw strong interest in our mortgages business through ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... Conference. Last year, assistant treasurer Stephen Jones said that superannuation's highly regulated framework makes it the ideal context to make advice more accessible, adding that it is a "much safer sandbox" compared to other industries like banking ...

Aware Super builds out BTR portfolio

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
... are also within easy walking distance, and it's less than 5km from Sydney's CBD and Sydney Airport." "In short, it's an ideal addition to our portfolio - a development that will prove popular with residents while offering excellent prospects for growth ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
Scarcity Partners has bought into an $8 billion asset manager that caters to private wealth firms. Scarcity acquired a 30% interest in Evidentia Group but did not disclose the dollar value. Evidentia works with private wealth firms to build investment ...

Loftus Peak to take over Orca fund

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2024
... Company. It was said the decision was made as, despite its best efforts, Orca has not been able to grow the fund to its ideal size since it launched in July 2017. "Orca FM believe Loftus Peak is better suited to grow the fund and allow the fund to benefit ...