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Showing 121 - 130 of 3000 results for "wealth management"

Count takes stake in Melbourne firm

CHLOE WALKER  |  MONDAY, 3 JUL 2023
Count Limited will acquire a 40% stake in Melbourne-based wealth management firm Bruce Edmunds & Associates. Bruce Edmunds & Associates offers accounting, tax, financial planning, SMSF and estate planning services. According to Count chief executive ...

Diverger acquires majority interest in private wealth firm

CASSANDRA BALDINI  |  MONDAY, 3 JUL 2023
... follows Diverger's first transitional equity investment in 2022 when it acquired a 35% equity interest in McGregor Wealth Management. "There are a lot of single shareholder practices in the $1-3 million range with significant growth ambitions, but which ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... said: "Robert brings over two decades of experience working with financial planners and dealer groups in the wealth management space. He has a deep understanding of the advice industry and has a robust network to support Allianz Retire+'s mission ...

Fidelity hires former Lonsec investment chief

CASSANDRA BALDINI  |  MONDAY, 19 JUN 2023
... introduce into the Australian market. Joining from Lonsec, de Pourbaix brings 20 years of experience in the wealth management industry. While at Lonsec he was executive director and chief investment officer, responsible for investment strategy, portfolio ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... to invest in these products and who themselves are subject to stringent best interest duty requirements." The wealth management firm is concerned that for many wrap products, the test would not be completed based on actual fees charged or actual net ...

New Quantum reveals Nasdaq listing plans

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
Bondi-based digital wealth management platform New Quantum has signed a business combination agreement with Canna-Global Acquisition Corp to become a publicly listed company in the US. As a wholly owned subsidiary of Canna-Global, New Quantum will now ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... firm's high-net-worth (HNW) client base had also expressed the need for a lower-cost entry point to the firm's wealth management expertise, Pascoe Partners said. Hernadi added, with $3.5 trillion of wealth passing through the generations over the next ...

FinClear partners with trading platform

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... services for Webull customers trading in Australian-listed securities. It joins the likes of Ord Minnett, Crestone Wealth Management, Superhero, Stake and Velocity Trade, which have partnered with FinClear in recent years. With about 35 million app users ...

UBS completes landmark Credit Suisse acquisition

ANDREW MCKEAN  |  TUESDAY, 13 JUN 2023
Wealth management powerhouse UBS has completed its acquisition of Credit Suisse, marking the end of the largest banking deal since the 2008 Global Financial Crisis. UBS acquired the crisis-stricken Credit Suisse for US$3.2 billion, with support from ...

Industry bodies respond to QAR recommendations

KARREN VERGARA  |  TUESDAY, 13 JUN 2023
The wealth management industry has broadly welcomed the bulk of the Quality of Advice Review recommendations Labor will prioritise, with many agreeing that the reforms will fix financial advice and ultimately benefit consumers. In releasing the first ...