Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 111 - 120 of 3356 results for "Wealth management"

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 ...

Generation Life hires former Allianz Retire+ exec

ELIZA BAVIN  |  TUESDAY, 7 OCT 2025
... advances our national footprint and amplifies the targeted promotion of our strategic product solutions across wealth management, financial advice and institutional engagement. Commenting on his new position, Rodda said he was excited to take on the ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... introduced employee share vesting programs. Clime's private wealth businesses are Clime Private Wealth, MTIS Wealth Management and Investment Strategists Accounting Services. Infocus continues to license Clime Private Wealth via a dealer-to-dealer ...