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Showing 171 - 180 of 10353 results for "Close"

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Sequoia Financial Group said it is in "advanced discussions" with an unnamed buyer interested in taking over InterPrac Financial Planning. Updating shareholders on the future of InterPrac, Sequoia said "discussions remain incomplete and there can be ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... of private markets within a managed portfolio structure on platforms like North reflects how the industry is evolving to close that gap," Rogan added. Family Wealth Advisory managing director Michael Bova said his firm is increasingly integrating private ...

Inflation to spike, oil supply plenty: Chalmers

KARREN VERGARA  |  MONDAY, 16 MAR 2026
While Treasurer Jim Chalmers did not rule out that inflation could hit as much as 5%, he is confident that Australia will not run out of fuel off the back of the current Middle East crisis. National Australia Bank has predicted that inflation could ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
... only the most recent chapter." Generation Life added that the findings underscore the importance of financial advice, with close to one-third of HNW respondents saying their adviser helped provide reassurance; 86% of those with ongoing advice said they're ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... enhancing its ability to invest for future growth and deliver improved shareholder returns over the longer term." KKR was close to acquiring the wealth management and corporate trust businesses for $2.2 billion but was shot down due to Perpetual incurring ...

Janus Henderson says Victory deal could leave it 'gravely damaged'

RIDDHIMA TALWANI  |  FRIDAY, 13 MAR 2026
... Henderson board of directors made a unanimous recommendation to reject the offer. It said that if the transaction failed to close, it could leave Janus Henderson "gravely damaged" and significantly diminish its business. It added it could suffer substantial ...

VFMC names head of people

JAMIE WILLIAMSON  |  FRIDAY, 13 MAR 2026
... on a permanent basis. Squillacioti has been acting in the role for the Victorian Funds Management Corporation (VFMC) for close to 12 months. Taking it on permanently, she becomes a member of the VFMC executive leadership team. As head of people, she ...

Inflation could surge above 4%

ELIZA BAVIN  |  FRIDAY, 13 MAR 2026
... economic backdrop in Australia is in "good shape". "Growth has recovered quite maturely over the past year. Unemployment is close to historic lows and compares very favourably internationally, and average levels of wealth and income in the economy are ...

AMP investment chief reshapes her team

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
AMP investment chief Anna Shelley has handed out a string of promotions on the back of a solid year for its superannuation business. Stuart Eliot, Duy To, Steve Flegg and Jeronimo Harrison have all been promoted as part of the investment team refresh. ...