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Showing 1621 - 1630 of 9279 results for "wealth"

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
... about whether 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 ...

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 ...

Australia to see strong flow of HNWs

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... 5000 high-net-worth individuals are expected to migrate to Australia this year. According to Henley & Partners' Private Wealth Migration Report, Australia saw a net inflow of 3800 HNWs last year. This is expected to increase substantially for 2023 and ...

SWFs double in size, eye alternatives

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2023
The world's sovereign wealth funds (SWFs) have doubled their assets under management in the last decade. Preqin's latest Sovereign Wealth Funds 2023 report shows AUM held by funds now totals US$10.4 trillion, as at March end. Notably, US$4.3 trillion ...

Epsilon launches second Australian fund

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... Fund. The fund manager explained the initial launch raised capital from a range of prominent investors including private wealth advisory firms, multi-family offices, fund-of-funds, high-net-worth investors, and small institutional investors. Epsilon ...

Willis Towers Watson names global investments lead

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2023
... leader, and northeast region leader. Most recently, Luke served as growth acceleration leader for the company's Health, Wealth & Career business. In her new role, she will be responsible for driving the growth strategy of the Investments business globally. ...

FAAA awards Gwen Fletcher Memorial prize

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... (FAAA) has awarded a Gwen Fletcher Memorial Award to a Sydney-based financial adviser. Kristine Pham, an associate private wealth adviser at Lipman Burgon & Partners, won the award for the first semester of 2023. She joined the firm in 2021 and has seven ...

Greg Combet steps down as IFM Investors, ISA chair

ANDREW MCKEAN  |  WEDNESDAY, 14 JUN 2023
IFM Investors and Industry Super Australia (ISA) chair Greg Combet has relinquished his role to head the government's new Net Zero Agency. Recognised for his expertise in government, investment, climate policy, and industrial relations, as well ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... of Western Australia, we have helped a very large number of clients establish their SMSF as a means to achieve long-term wealth creation and the best possible retirement," he said. "Not every SMSF client wants or needs our traditional personal advice ...

FinClear partners with trading platform

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2023
... clearing 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 ...