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Showing 101 - 110 of 9316 results for "Wealth"

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA  |  FRIDAY, 22 MAY 2026
The high-net-worth (HNW) population's vast pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... fees on page one or page 20. For your average investor, it's impossible to get through them," he says. Mercer head of wealth management investment solutions Rebecca Jacques says: "We totally understand some of ASIC's concerns." The asset consultant ...

UniSuper pilots' digital estate planning partnership with Safewill

VINNY VUCAGO  |  THURSDAY, 21 MAY 2026
... gain traction across the financial services sector amid growing focus on retirement preparedness and the intergenerational wealth transfer. Members with more complex estate planning needs can access additional legal advice through Safewill Legal for ...

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... business to another listed entity to better focus on its proprietary digital advice, separately managed accounts and investor wealth platform. The Intelligent Investor business, comprising the website and management rights to its four ETFs, will be sold ...

HUB24 expands retirement options with TAL

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... strategies simultaneously, from account establishments to recontributions." Meanwhile, TAL general manager of retirement and wealth Shaun Bransdon said TAL is pleased to be supporting the new solution. "Australians who have started utilising innovative ...

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
... director and chief executive Matt Esler said advisers need to lean into compliance as they are fiduciaries of clients' wealth. Applying quality assurance throughout the process - from advice guidance to advice generation - or "audit in real time" is ...

Australian Unity hires from HESTA

ELIZA BAVIN  |  WEDNESDAY, 20 MAY 2026
... Unity. After closed to 17 years with HESTA, Andrew Major will join Australian Unity as chief investment officer in the wealth and capital markets division. Major held a number of roles at HESTA over his tenure, including chief risk officer and more recently ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... for retirees. "Generation Life is proud to be selected as a partner of choice by CFS to help co-develop next-generation wealth management and retirement solutions. Australia's retirement system is entering a new phase, where advice delivery is keeping ...

Federated Hermes launches global equity fund

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
... with the launch of the Federated Hermes Global Equity Fund, as the global asset manager deepens its push into the local wealth management market. The Australian unit trust, now registered for sale to wholesale investors and advised clients, aims to deliver ...

Bell Financial launches Tandem Capital

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
... investors seeking flexibility and diversification. "Borrowing funds to increase your investing capacity can be a powerful wealth creation tool. Gearing to buy equities can provide greater flexibility, liquidity and diversification," Fox said. He added ...