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Showing 121 - 130 of 9314 results for "Wealth"

Iress names chief tech officer to lead AI transformation

RIDDHIMA TALWANI  |  THURSDAY, 14 MAY 2026
... data-driven features that reduce manual effort, improve adviser productivity and support new revenue opportunities for wealth providers. Iress will implement the changes, starting with Xplan, its software offering for advisers to manage client operations. ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... Insignia Financia l (formerly IOOF) between 2011 and 2019. Smith also had stints at ANZ, Challenger, Mercer, PSK Private Wealth, and RetireInvest earlier in his career. Commenting on the appointment, general manager growth and partnerships Natalie Jarvis ...

Future Fund executive departs after 10 years

ELIZA BAVIN  |  WEDNESDAY, 13 MAY 2026
... executive director, investment capability and intelligence, Joel Grant has stepped away from Australia's sovereign wealth fund to launch Jolly Rambler. "Having worked at the intersection of investment governance and technology, I see a clear opportunity ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... "bold, broad and ambitious" tax reforms, in addition to easing cost-of-living pressures and strengthening fuel security, wealth managers decry investors and the economy will not come out on top. Last night, Treasurer Jim Chalmers' jampacked "five ...

Minimum 30% tax for discretionary trusts

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
Discretionary trusts have been slapped with a 30% minimum tax amid a slew of "fairer tax arrangements" reforms in the 2026-27 Budget to address intergenerational inequity. From 1 July 2028, Treasurer Jim Chalmers proposes to introduce the new tax that ...

Rest faces scrutiny over alleged super reporting error

VINNY VUCAGO  |  TUESDAY, 12 MAY 2026
... individual who was never a member of the fund. The issue was raised publicly by financial planner Matt Marsh of PlanPlus Wealth Advisers, who said the alleged misreporting could have significant tax consequences for his client, including the risk of ...

ASIC bans property wealth coach operating without licence

RIDDHIMA TALWANI  |  MONDAY, 11 MAY 2026
... developer Trent Simon Giumelli from providing financial services after he raised $48 million from members for real estate wealth coaching programs without a financial services licence. ASIC has accused him of serious incompetence and irresponsibility ...

Mulino, Hogan headline 2026 SIAA Conference

KARREN VERGARA  |  MONDAY, 11 MAY 2026
... insights on the current state of the industry, particularly as traditional stockbroking firms move into broader private wealth opportunities. In another first, SIAA will showcase a new education platform that supports professional year candidates that ...

Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI  |  FRIDAY, 8 MAY 2026
... Financial Group (BFG) said it will continue to diversify its revenue streams to transform into a broader and more holistic wealth manager to respond to the changing structural landscape of the Australian wealth industry. It reported unaudited net profits ...

Rest strengthens data and tax leadership with new hires

VINNY VUCAGO  |  FRIDAY, 8 MAY 2026
... group tax. She previously held a director role in the superannuation tax practice at KPMG, advising super funds, sovereign wealth funds and investment managers on tax and regulatory matters. The appointments come as large super funds continue to expand ...