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Showing 1251 - 1260 of 9279 results for "wealth"

Advised investors spurring SMSF rebound

ELIZA BAVIN  |  MONDAY, 18 MAR 2024
... SMSF accounts declined. Perhaps unsurprisingly, generation X - those likely to inherit the bulk of the intergenerational wealth transfer - were the biggest cohort among the advised investors opening new SMSF accounts. Their share of new accounts rose ...

Iress sells mortgages arm to Bain Capital

ANDREW MCKEAN  |  FRIDAY, 15 MAR 2024
... sell-off non-core assets. The net proceeds from the sale will be used to retire debt, enabling Iress to focus on growing its wealth, trading and market data, and superannuation core businesses. Iress chief executive Marcus Price explained that the previously ...

Selfwealth expands leadership team

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2024
... was head of digital and CX for about 16 months. She has also held lead roles with BT and Westpac over a 25-year career in wealth management. "Janelle's appointment reflects Selfwealth's commitment to delivering exceptional experiences for our ...

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial Planning. "After successfully executing four strategic mergers and acquisitions within the last eight ...

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... government's Aged Care Taskforce suggests the amount paid by Australians accessing care should be determined by their personal wealth, including superannuation, rejecting the idea of an aged care levy. On the back of the Royal Commission into Aged ...

Blossom launches new fixed income product

ANDREW MCKEAN  |  TUESDAY, 12 MAR 2024
... return," Rosenberg said. However, the launch is part of a larger journey towards providing investors with tools to build wealth. "Blossom has an exciting roadmap ahead for 2024 with further announcements on their way," Rosenberg added. Last year, Blossom ...

Hamilton Lane debunks private market myths

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... carrying value. The investment manager also challenged the notion of a bleak fundraising market. According to its Private Wealth survey, nearly 75% of private wealth respondents intend to increase their allocations. "... there is a massive delta between ...

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... burgeoning tactic to "throw investors off the scent" of potential vulnerability. Worn also observes that financial advisers and wealth management firms are falling prey to trickery from shoddy vendors presenting themselves as possessing AI capabilities. ...

Pendal shutters costly equity fund

KARREN VERGARA  |  MONDAY, 11 MAR 2024
... (UPAT) reached $98.2 million, 46% higher than the prior corresponding period because of the Pendal acquisition and higher wealth management earnings.

Perpetual adds director, institutional business

ELIZABETH FRY  |  MONDAY, 11 MAR 2024
... Africa. He also served as global head of real estate and family office at First Abu Dhabi Bank. The firm said Harris brings a wealth of global real estate experience to his role at HMC Capital. "I look forward to working with the highly talented team ...