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Showing 1 - 10 of 8122 results for "Wealth"

Brookfield Oaktree to further democratise alternatives in Australia

ANDREW MCKEAN  |  TUESDAY, 28 MAY 2024
Local investors will get access to Brookfield Oaktree Wealth Solutions' global private credit strategy later this year, with plans to launch it as a unit trust. An infrastructure fund that's been successful in other regions will follow by early ...

Retail funds drive down admin fees: KPMG

KARREN VERGARA  |  TUESDAY, 28 MAY 2024
... retail super funds as well as SMSFs are in a net outflow position, KPMG said. KPMG national senior leader for asset and wealth management Linda Elkins said the issue that will concern the sector the most is sustainability. The flow of members is going ...

KKR forms exclusive partnership with Capital Group

ANDREW MCKEAN  |  MONDAY, 27 MAY 2024
... high-net-worth individuals and accredited investors for some time, mass affluent investors, who represent more than 40% of the wealth market globally, haven't traditionally had access to the asset class. However, Capital Group said this combination with ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... retirees look to their fund for guidance around their retirement decisions. TAL general manager of growth, retirement and wealth partnerships Ashton Jones said that by understanding the expectations and concerns of pre-retirees and the realities of those ...

Clime to offload Madison Financial Group

JAMIE WILLIAMSON  |  MONDAY, 27 MAY 2024
... Infocus for $2 million. The sale is part of Clime's strategic decision to focus on its funds management and private wealth businesses and is due to complete by June end. Infocus will pay $2 million for the licensee and platform, using a three-year ...

Insignia research, retirement income head to depart

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... head of research and retirement income is set to leave the business as part of an ongoing wider change. The ASX-listed wealth giant confirmed Matt Olsen will exit at the end of June. In a statement to Financial Standard, a spokesperson for Insignia Financial ...

Plenary Group chair steps down

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
Following its recent partnership with sovereign wealth fund ADQ, Plenary Group is switching out its chair. John O'Rourke is stepping down as chair of Plenary Group, to be succeeded by founder and non-executive director Paul Oppenheim. O'Rourke has served ...

Former licensee chief takes new role

JAMIE WILLIAMSON  |  FRIDAY, 24 MAY 2024
... Commonwealth Financial Planning for two years. She also held senior roles at ANZ in advice and lending. "Helen is an experienced wealth management executive with a proven track record of leading large teams of people, driving transformational change ...

Former Life Plan FP adviser cops ban

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
... has been a director of Guardian Group Financial Planning since 5 January 2018. Nabi previously worked at Sentinel Private Wealth for more than a year before joining Life Plan FP in 2018. He also worked at Affinia Financial Advisers and My Adviser.

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... new platform has launched in Australia today for high-net-worth families, to assist them in organising intergenerational wealth transfers. HeirWealth is a family wealth platform that aims to address challenges that individuals, families and professional ...
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