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Showing 111 - 120 of 9250 results for "wealth"

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... pressures and operating complexity across the advice industry. Melville brings more than 30 years' experience across wealth management, financial advice, and banking. He spent over 20 years at Macquarie Group, most recently leading the virtual adviser ...

Sale of Interprac raises eyebrows at ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 8 APR 2026
... fair and reasonable", and report on Interprac's financial position and solvency. In 2022, Sequoia Financial, Sequoia Wealth and Interprac entered a Deed of Cross Guarantee under which each of the entities guarantees the debts of the other. If the ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026
A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... expected to shift from Baby Boomers to younger generations by 2050. Finder personal finance expert Sarah Megginson said wealth transfers are large and growing. "For some, it could be life changing money. Australia is on the cusp of the largest intergenerational ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... to $10 million in the current financial year, Count said. Operatively, the transaction will enhance the scale of Count's wealth segment, lifting its contribution to approximately 59% of pro forma in 1H26, up from around 46%. It will further accelerate ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... Management, where he was the director of distribution for 12 years. More recently, he was the head of distribution at Partners Wealth Group. Akiki said he is thrilled to welcome someone of Tomkins' calibre to the new venture. "His record of success ...

Household wealth rises 2.5%

ELIZA BAVIN  |  FRIDAY, 27 MAR 2026
Total household wealth rose by 2.5%, or $453.7 billion, in the December quarter 2025, according to the Australian Bureau of Statistics (ABS). The main reason for the rise was driven by increased property values the value of residential land and dwellings ...

New deputy chair for FSC

KARREN VERGARA  |  FRIDAY, 27 MAR 2026
... retire from executive roles effective March 30. She joined AMP as chief executive in August 2021, tasked with renewing the wealth firm following the fallout from the Financial Services Royal Commission and subsequent scandals involving several senior ...

GESB chief bows out after 10 years

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... management, including eight years at Schroders, where he served most recently as head of portfolio management for the UK private wealth business. Before that, Palmer worked as an asset allocation strategist in the not-for-profit sector. As for Taylor ...