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Showing 91 - 100 of 3374 results for "Wealth Management"

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
... investment solutions that assist people to meet their income goals in retirement is one of the biggest challenges in wealth management, particularly given the growing number of people heading into that phase of their lives. "We're excited to work with ...

KKR chief operating officer steps down

ANGELIQUE MINAS  |  MONDAY, 12 JAN 2026
... before landing the role of deputy chief operating officer. Locally, KKR was close to acquiring Perpetual's wealth management and corporate trust businesses until a massive tax bill shattered the deal. Following ATO feedback, Perpetual chair Gregory ...

AllianceBernstein promotes private wealth head to president

MATTHEW WAI  |  TUESDAY, 6 JAN 2026
... given the additional role of head of private wealth in July 2022. Erzan will continue to lead AB's private wealth management, global asset management distribution and global private alternatives businesses, AB confirmed. In addition, Erzan will assume ...

FEATURE | Recruitment: Laying foundations

RIDDHIMA TALWANI  |  MONDAY, 5 JAN 2026
... intensified scrutiny of 'misconduct on an industrial scale' has driven firms across superannuation and wealth management to strengthen internal oversight and accountability," he says. According to a Kaizen salary guide, internal audit managers ...

Super moves: Aware, VFMC, CareSuper, UniSuper, NGS

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... acquisitions, financial modelling and valuations. Finally, UniSuper has named Matt Werakso as head of professional wealth management. Werekso was promoted from state manger of advice - a role he has held for six years. As head of professional wealth ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... reaching a binding agreement, or that any transaction would proceed. Perpetual announced its intent to sell the wealth management business in February 2025. On November 5, Perpetual confirmed the exclusive agreement with Bain Capital Private Equity to ...

Sequoia expects earnings hit from Shield, First Guardian

KARREN VERGARA  |  TUESDAY, 16 DEC 2025
... analysis of the ASIC Financial Advisers Register shows that Sequoia currently has 15 advisers under Sequoia Wealth Management and 277 under Interprac. Sequoia's legal and administration services division's EBITDA comes to $1.65 million, up from $1.26 ...

AWAG makes two strategic investments

ELIZA BAVIN  |  TUESDAY, 16 DEC 2025
... representatives from 40 to 80 across Australia. Avalon is a Sydney-based company specialising in licensing solutions for wealth management advisers. It also provides practice solutions to its authorised representatives. "Avalon is a bespoke, boutique ...

Praemium acquires Technotia Laboratories

ANGELIQUE MINAS  |  MONDAY, 15 DEC 2025
... and reliability." "This cements Praemium's leadership in the high-net-worth advice segment, combining trusted wealth management experience with advanced AI technologies, to set the standard for smart efficient advice and exceptional client outcomes." ...

FEATURE: Private credit | At the precipice

GLENDA KORPORAAL  |  FRIDAY, 12 DEC 2025
... investing," he says. "Even some of the evergreen funds (i.e. open-ended funds that are becoming more popular in the wealth management space) have liquidity constraints and restrictions that investors need to be aware and mindful of." Cousley says the ...