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Showing 111 - 120 of 3358 results for "Wealth Management"

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... throughout FY26, and bring us closer to our vision to be Australia's leading and most efficient diversified wealth management company by 2030." Providing an update on the CC Capital takeover, Hartley said the bid remains subject to several regulatory ...

Rumours swirl around Perpetual's wealth business sale

ELIZA BAVIN  |  THURSDAY, 23 OCT 2025
... speculation but said no deal has been struck yet. "Perpetual notes speculation regarding the proposed sale of its wealth management business, which was originally announced on 24 February 2025," Perpetual said in an ASX announcement. "Perpetual is continuing ...

AWAG enters joint venture with Phillip Capital

ANGELIQUE MINAS  |  MONDAY, 20 OCT 2025
... Activist Fund (MCAF). Miles brings 20 years of experience in capital markets with expertise in stockbroking, wealth management, technology and compliance for capital markets to the role. This venture comes amid a series of acquisitions, helping AWAG ...

ETF Shares flees Cboe for better 'connectivity'

MATTHEW WAI  |  MONDAY, 20 OCT 2025
... Australians can benefit from our transparent, low-cost ETFs, with improved visibility across advisers, platforms and wealth management systems." ETF Shares remains the responsible entity and issuer for all three funds, it said. Additionally, all ETFs ...

Perpetual reports positive first quarter

ELIZA BAVIN  |  MONDAY, 20 OCT 2025
... net outflows of $2.3 billion for the quarter. Reilly said Perpetual was still progressing with the sale of its wealth management business, which, "despite the uncertainty" delivered growth in funds under advice (FUA) for the quarter. Total FUA for the ...

Regal Partners revamp sees promotion

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... operative take on a wider role. As a result of the integration of teams, Camelia Seric, who was head of distribution wealth management at Merricks Capital, is now leading Regal's broader private wealth distribution team in her role as head of private ...

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
... was in talks to acquire the Adelaide-based advisory firm for $4.2 million in cash, as it looked to expand its wealth management footprint. Through the acquisition it had hoped to gain access to full-service retail, high-net-worth investment advice and ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... Capital were remediated. "Use of the ORFR to remediate member losses would reinforce trust in Australia's wealth management and superannuation industries, confirming the value of strong regulation and the mandate for super funds to act in members' ...

Netwealth separates itself from First Guardian: 'A case of fraud'

ELIZA BAVIN  |  THURSDAY, 9 OCT 2025
... user experiences and customer options as we expand our platform to serve greater segments of the Australian wealth management industry including stockbrokers and high-net-worth firms," Heine said.

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... advisers through third-party investment platforms. The solution comes amidst a cultural shift towards a holistic wealth management approach, and subsequent increased adoption of models in Australia, improving efficiency gains and empowering advisers ...