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Showing 141 - 150 of 3428 results for "Wealth management"

Insignia sees $1.5bn inflows, updates on CC Capital takeover

ANGELIQUE MINAS  |  THURSDAY, 22 JAN 2026
... momentum and progressing towards it's vision to become "Australia's leading and most efficient diversified wealth management company by 2030". Insignia also gave an update on the CC Capital takeover, which is set for a shareholder vote in the ...

Just 450 advisers drop off ASIC FAR after deadline hits

MATTHEW WAI  |  FRIDAY, 16 JAN 2026
... four and now has 49, Partners Wealth Group Financial Advice which also added four to come in at 46, and Dorset Wealth Management which saw four join, bringing its total to nine. The qualifications standard came into effect on January 1, under which an ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... director, investment specialist. Srinivasan brings over 25 years of strategic sales leadership in the local wealth management industry. Leading the sales team, he will drive Morningstar's distribution strategy for its managed portfolios across licensees ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
... investment solutions that assist people to meet their income goals in retirement is one of the biggest challenges in wealth management, particularly given the growing number of people heading into that phase of their lives. "We're excited to work with ...

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
... and was a licensed financial adviser there between 2012 and 2021. He also spent time at UBS, Macquarie and LGT Wealth Management. The firm, which has offices in Sydney and Brisbane, targets high-net-worth individuals, multi-generational families and ...

KKR chief operating officer steps down

ANGELIQUE MINAS  |  MONDAY, 12 JAN 2026
... before landing the role of deputy chief operating officer. Locally, KKR was close to acquiring Perpetual's wealth management and corporate trust businesses until a massive tax bill shattered the deal. Following ATO feedback, Perpetual chair Gregory ...

AllianceBernstein promotes private wealth head to president

MATTHEW WAI  |  TUESDAY, 6 JAN 2026
... given the additional role of head of private wealth in July 2022. Erzan will continue to lead AB's private wealth management, global asset management distribution and global private alternatives businesses, AB confirmed. In addition, Erzan will assume ...

FEATURE | Recruitment: Laying foundations

RIDDHIMA TALWANI  |  MONDAY, 5 JAN 2026
... intensified scrutiny of 'misconduct on an industrial scale' has driven firms across superannuation and wealth management to strengthen internal oversight and accountability," he says. According to a Kaizen salary guide, internal audit managers ...

Super moves: Aware, VFMC, CareSuper, UniSuper, NGS

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
... acquisitions, financial modelling and valuations. Finally, UniSuper has named Matt Werakso as head of professional wealth management. Werekso was promoted from state manger of advice - a role he has held for six years. As head of professional wealth ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
... reaching a binding agreement, or that any transaction would proceed. Perpetual announced its intent to sell the wealth management business in February 2025. On November 5, Perpetual confirmed the exclusive agreement with Bain Capital Private Equity to ...