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Showing 91 - 100 of 5734 results for "Small"

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
... Danielle Patterson will join ISS MI as part of the acquisition. Patterson established the firm via the acquisition of a small directory and has grown it into a global platform supporting thousands of professionals who work with family offices, ultra-high-net-wealth ...

US economy 'really taking off': UniSuper

ELIZA BAVIN  |  TUESDAY, 3 FEB 2026
... energy up 14%, materials more than 8%, industrials and consumer stocks have also been strong, the transport sector up 5%, small caps really outperforming the large caps (they were up more than 5%). "All those signals, you would usually associate with ...

Clime chair assumes investment role

KARREN VERGARA  |  MONDAY, 2 FEB 2026
Clime Investment Management's John Abernethy will assume an operational role to lead the investment team. Abernethy will become director of investments and remain a director of the company. Meanwhile, Leo Economides carries on as chief investment ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI  |  MONDAY, 2 FEB 2026
In its pre-budget submission, Chartered Accountants ANZ (CA ANZ) has urged the government to lift additional licensing requirements for chartered accountants to assist in providing retirement advice. The submission highlighted the need to create new ...

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
US-backed Merchant Wealth Partners has secured a minority investment in Brisbane-based advice group Infinity Financial Consultants. This transaction will advance the firm's ambitions of playing an active role in the consolidation of Australia's wealth ...

HMC Capital wholesale head exits for COO position

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
HMC Capital's head of wholesale distribution has departed after 18 months to join an equities investment manager. Tim Koroknay has left David Di Pilla's ASX-listed alternatives firm to take up the role of operating chief at the staff-owned WaveStone ...

Integro announces first east coast hire

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
Integro has appointed a new head of advice for the East Coast, as the Perth-based firm surpasses $1 billion in funds under advice. Adam McRedmond is tasked with growing the firm both organically and through acquisition across New South Wales, Queensland ...

Post-holiday blues drives retirement tool engagement

ANGELIQUE MINAS  |  THURSDAY, 29 JAN 2026
... Meanwhile, 43% said they were more likely to check their super balances in periods of market turbulence. "There are many small actions people can take to support their journey to a dignified retirement... For Australians that check their super only during ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
... every advice tech player on R&D - and they will. This isn't a platform war anymore. It's ecosystem construction. Small practices don't need full CRMs when their platform does 80% of the job," the report read. Finura joint managing director ...

CFS, Stockspot deliver double-digit returns

ELIZA BAVIN  |  FRIDAY, 23 JAN 2026
... number of asset classes. It was a strong year for global shares, particularly those hedged against currency risks. Australian small companies also performed particularly well," Armitage said. "Our members further benefited from the astonishing performance ...