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Showing 1561 - 1570 of 9279 results for "wealth"

FinClear buys cash investment platform

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2023
... optimisation, administration, and compliance services to meet regulatory and risk management needs. It also operated the Wealth Cash Income Fund, a term deposit managed fund for smaller investments, diversified across numerous banks. FinClear said this ...

Goldman Sachs launches global infra feeder fund for Aussie investors

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... infrastructure opportunities. "Infrastructure, as an asset class, was created by very large institutional investors, sovereign wealth funds, pension funds, insurance companies," he explained. "Most of the capital allocated to the asset class traditionally ...

AZ NGA acquires stake in Sydney advice firm

CASSANDRA BALDINI  |  MONDAY, 31 JUL 2023
... support the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by principals Daniel Molesworth and Robert Wood. Its establishment came in mid-2021 ...

CommSec launches global share trading platform

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
... in 13 markets including the US, Canada, Japan, and UK. "CommSec's purpose is to empower more Australians to grow their wealth and the launch of our new international share trading platform is fantastic news for our 2.7 million customers who will now ...

Advice from Shartru failed best interests duty, ASIC says

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
ASIC has imposed additional licence conditions on dealer group Shartru Wealth Management, saying representatives have not been adequately supervised, leading to some financial advice provided failing the best interests duty. The additional conditions ...

New product lead at Equip Super

ELIZABETH FRY  |  FRIDAY, 28 JUL 2023
... outcomes for our members," said Harrison. "Anthony's experience leading cross-functional teams across superannuation, wealth management, insurance, and financial planning has provided him with valuable insights, which will benefit our team, and ultimately ...

Perpetual reports $212bn in AUM

ANDREW MCKEAN  |  THURSDAY, 27 JUL 2023
... Select strategy and Pendal's Fixed Interest strategy respectively which contributed to Group net outflows." Meanwhile, wealth management's total funds under advice (FUA) were $18.5 billion as at June 30. Net inflows were $0.1 billion, with continued ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ...

BTR may create generation of tenants: Podcast

CASSANDRA BALDINI  |  THURSDAY, 27 JUL 2023
... affordability and align with local perspectives on long-term renting. "The key element for Australians is the economic wealth that gets generated out of property," he said. "Are super funds now just creating a generation of tenants and not enabling property ...

Retail super funds plan to merge

ANDREW MCKEAN  |  WEDNESDAY, 26 JUL 2023
... ensuring members would continue to be serviced by their existing adviser after the transfer," the spokesperson said. A Centric Wealth spokesperson said it has been closely collaborating with CFS and fund managers to ensure a smooth integration of encircle's ...