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Showing 191 - 200 of 3356 results for "Wealth Management"

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... Story will acquire Adelaide-based advisory firm Baker Young for $4.2 million in cash, as it looks to expand its wealth management footprint. The transaction is expected to be earnings-accretive and "meaningfully contribute" to Equity Story's revenue ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Nearly $9bn leaves Perpetual

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... business' total funds under administration (FUA) grew to $1.26 trillion, up 1.1% on the December quarter. The wealth management unit's total FUA was $21 billion, up 2% on the prior quarter, driven by net inflows of $0.9 billion but offset partially ...

Janus Henderson to take on $75bn fixed income portfolio

ELIZA BAVIN  |  WEDNESDAY, 9 APR 2025
... market-leading investment strategies, resources, and capabilities, we will be able to offer innovative investment and wealth management strategies that will benefit customers and policyholders for years to come," he said. This partnership transaction ...

Perpetual to build digital wholesale term deposit marketplace

JAMIE WILLIAMSON  |  TUESDAY, 8 APR 2025
... reserved the right to pursue further damages - a claim rejected by Perpetual. KKR was also due to acquire the wealth management unit as part of the deal. Perpetual is now attempting to offload that division separately.

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... Chapple joins Fitzpatricks in the newly created role based in Sydney. Chapple was most recently a consultant in wealth management, platforms, and superannuation and before that was a director of platforms at CFS. He spent a total of 21 years at CFS working ...

Sue Brake joins Aware Super committee

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... investment-related issues. She was formerly head of strategic advisory for WTW, an external expert on sovereign wealth management for the IMF, senior investment strategist for NZ Super and head of capital markets for National Australia Bank. As for Smith ...

RainmakerLive rebrands to Rainmaker MarketPro

STAFF WRITER  |  TUESDAY, 1 APR 2025
... MarketPro brings our platform in line with our peers across ISS Market Intelligence, who have brought MarketPro to wealth management and financial services firms in the US and EMEA markets." ISS Market Intelligence acquired Rainmaker Information in 2021. ...

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... fast-track the advanced investment solutions and client base growth. "Against a backdrop of rapid growth in the wealth management sector, we provide unique solutions that offer financial advisers the ability to think differently about how they grow wealth ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... stable investment product that the scheme guarantees,'" he said. The Senate Economics Committee Inquiry into Wealth Management Companies (CSLR and Dixon Advisory) has been deferred from March 27 to July 28 - a four-month delay. The Financial Advice Association ...