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Showing 1 - 10 of 382 results for "Fold"

HUB24 boosts adviser engagement with new hire

MATTHEW WAI  |  TUESDAY, 13 OCT 2026
... market-leading retirement income guarantee," Mu said. "We're excited about the opportunity for this partnership to provide the two-fold solution to the retirement puzzle: lifetime income security alongside a healthy and comfortable life."

Perpetual names insto relationship, funds services lead

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
Perpetual Corporate Trust, the corporate trustee, custody and digital infrastructure services arm of Perpetual, has welcomed an executive to oversee its institutional relationships and managed funds services. Nigel Crampton has joined as head of sales ...

Macquarie names local head of private capital markets

MATTHEW WAI  |  MONDAY, 24 AUG 2026
... nearly two years. She brings 25 years' experience in investments, business development and investor relationship to the fold. Before CIM, she was co-lead partner and head of investor solutions at Argo Infrastructure Partners between 2019 and 2024 ...

FinCap beefs up treasury capabilities

MATTHEW WAI  |  THURSDAY, 6 AUG 2026
... offer liquidity across multi-manager private markets portfolios, the firm said. Shah brings over 20 years' experience to the fold, most recently serving as chief financial officer at Hume Bank for nearly five years developing the bank's treasury, finance ...

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... Services. Today, it adds Capstone Financial Planning AFSL, which brings 220 financial advisers and $13.5 billion FUA into the fold. CapBack, the recently launched backoffice services offering for self-licensed practices, will also become available under ...

HESTA launches campaign around super tax benefits

MATTHEW WAI  |  WEDNESDAY, 17 JUN 2026
The super fund is launching 'Super Saturday' to help those that are missing out on the advantage from super tax benefits ahead of the end of the financial year. According to HESTA's research, based on a survey of 437 members in May 2026, more than half ...

ASIC to take 'balanced' stance on super advertising ban rules

KARREN VERGARA  |  WEDNESDAY, 10 JUN 2026
The corporate regulator said it promises to take a "balanced" approach to enforcing new rules around any advertising of superannuation funds during the employee onboarding process, which take effect in a few weeks. From July 1, trustees and employers ...

FEATURE | Emerging markets: Twists and turns

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... provide our portfolio some buffer to those potential risks," he says. This involved adding a natural resources manager to the fold and urging clients to keep gold and take a broader commodities exposure. The portfolio was subsequently underweight risk ...

REI Super realigns leadership team

JAMIE WILLIAMSON  |  WEDNESDAY, 29 APR 2026
... in the process. Following its recent administration transition to SS&C, REI Super completed a structural review, opting to fold all its member services functions under one role. Group executive, transition and transformation Michelle Boucher has been ...

Totality Wealth chief executive exits, replacement named

KARREN VERGARA  |  THURSDAY, 29 JAN 2026
... includes multiple investments under a single reporting structure, adopting a whole-of-wealth approach and adding crypto to the fold. Prior to Totality Wealth, Smith was the chief operating officer of OFX, and helped establish ANZ's ETFS business, a joint ...
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