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Showing 1731 - 1740 of 9279 results for "wealth"

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... advice solution. The Sydney-founded advice and client engagement platform said the funding came from Invest Blue and Savant Wealth Management making the total capital raised to date $12 million. Luminant, which launched in the US last year, said the ...

Kapstream wins new mandate

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... Ethical landed in 15 new approved products lists and model portfolio inclusions across different financial advice and private wealth channels. During 2022, the fund manager also saw a 53% rise in net flows of over $1 million from financial advisers. ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... Australia and Denmark. Saxo Australia chief executive Adam Smith commented that in recent years the appetite for alternative wealth strategies has grown in line with improved access to global capital markets and innovations in technology. "More Australians ...

Super reform "takes away the right to be tax exempt"

ANDREW MCKEAN  |  TUESDAY, 28 MAR 2023
... minimum amount must be withdrawn to maintain the tax-exempt status of the pension account. But Morgans Financial head of wealth management Terri Bradford noted that the proposed calculations stipulate that all super withdrawals must be included, not ...

ClearView enhances ClearChoice products

CASSANDRA BALDINI  |  MONDAY, 27 MAR 2023
The wealth manager has unveiled a variety of enhancements to its flagship life insurance product range, ClearView ClearChoice. Among the changes, ClearView is simplifying product names across the income protection (IP) range to increase clarity for ...

CFA Institute unveils major program overhaul

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
... candidates on the job applications. Additionally, specialised pathways focused on job roles in portfolio management, private wealth, and private markets have been introduced. The program has also introduced an improved digital badging strategy and has ...

Ignition chief executive resigns

KARREN VERGARA  |  MONDAY, 27 MAR 2023
... look forward to my next chapter in Australia, Asia and Japan, where I can contribute to the asset management, pensions, wealth management, financial advice and digital transformation areas specifically and help provide broad leadership and governance ...

Ares, Mubadala form global credit secondaries JV

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
Ares Management and sovereign wealth fund Mubadala formed a joint venture to invest in global credit secondaries opportunities. The venture will initially aim to invest US$1 billion as it seeks to capitalise on anticipated growth and substantial demand ...

Global alternatives manager lands down under

ELIZABETH FRY  |  FRIDAY, 24 MAR 2023
... Chicago-based Adams Street set up shop here after seeing strong growth from the Asia Pacific, with institutional investors private wealth, and high-net-worth investors increasingly looking at private markets.

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ...