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Showing 1 - 10 of 1850 results for "Financial Group"

Canopy Investors shuts doors, winds up fund

KARREN VERGARA | FRIDAY, 5 JUN 2026

... Global Small & Mid Cap strategy. The Bennelong Funds Management boutique was launched in early 2023 by Magellan Financial Group veterans Kris Webster and Michael Poulsen. The Canopy Global Small & Mid Cap Fund aimed to deliver investors double-digit ...

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | FRIDAY, 5 JUN 2026

... now has 527 advisers - from 553 previously - dropping from being the third largest dealer group to fourth, as WT Financial Group edges out with two more advisers. Overall, net change of advisers was -35 for the week. The drop was driven mostly with the ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA | FRIDAY, 5 JUN 2026

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million. The ASX-listed wealth firm said BMO made the confidential, non-binding and conditional proposal to ...

TAL appoints two new board members

MATTHEW WAI | FRIDAY, 5 JUN 2026

... Business Banking and chief digital, data and analytics officer at NAB, alongside other senior roles at Westpac, BT Financial Group and Citibank. "I am honoured to join the TAL board at such an exciting time for the business and for the life insurance ...

Raiz names new chief executive

KARREN VERGARA | WEDNESDAY, 3 JUN 2026

... as chief executive on June 1, wrapping up a stint as chief executive of private markets investment firm Keyview Financial Group, which he assumed last November. Raiz chair Kelly Humphreys said the board has worked with Malone to determine the right time ...

Former Insignia boss joins InvestStream

MATTHEW WAI | MONDAY, 1 JUN 2026

... as a non-executive director at the Financial Services Council (FSC) alongside director roles across Shadforth Financial Group and Bridges Financial Services. Commenting, InvestStream founder Jason Hoang welcomed the industry stalwart. "Renato has operated ...

Platforms should be wary of cutting options: Experts

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

... on platforms could restrain client choice. Speaking at the Morningstar Investment Conference 2026 in Sydney, BT Financial Group chief executive Matt Rady noted the role of platforms as a core component of the financial system enabling efficient transition ...

Bell Financial launches Tandem Capital

VINNY VUCAGO | WEDNESDAY, 20 MAY 2026

Bell Financial Group has announced the launch of Tandem Capital expanding its platforms division with a new margin lending and at-call investment offering aimed at advisers and their clients. The new business will provide advisers with access to margin ...

Vital Business Partners names chief executive

MATTHEW WAI | WEDNESDAY, 20 MAY 2026

... June 1. Prior to Godfrey Pembroke, Fisher was the managing director of Securitor, and held senior roles at BT Financial Group, Westpac and Macquarie Group previously. As chief executive, Fisher will support the firm's adoption of new technology like ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA | TUESDAY, 19 MAY 2026

... higher and stickier and rates are going to be higher - and that will put pressure on corporates and households." MA Financial group executive head of global credit solutions Frank Danieli said in the defensive part of a 60-40 portfolio, with the 40% ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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