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Showing 201 - 210 of 3800 results for "Partnership"

State Super integrates investments with Frontier Advisors

ELIZA BAVIN  |  MONDAY, 1 DEC 2025
State Super and Frontier Advisors have completed their new partnership, with State Super's investment and operations specialists, led by chief investment officer Charles Wu, moving across to Frontier Advisors. As announced in October this year, State ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
New research has found that if all Australians were to reach a level of advanced financial capability, it could uplift aggregate household wealth by $1.2 trillion, equal to $122,950 per household. The Big Lift report by Deloitte in collaboration with ...

DASH reshapes leadership team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
DASH Technology Group has refreshed its senior leadership team appointing a new chief risk officer and chief operating officer ahead of its next growth spurt. The structural shift sees Terri Ho take on the role of chief risk officer, shifting from head ...

Former Pendal insto lead quits Citi

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
Citi's institutional sales head is leaving for the nation's largest bank to manage key relationships with superannuation funds, sponsors, asset managers and insurers. Nicki Ashton is set to join Commonwealth Bank as a global relationship manager ...

Super funds lagging RIC obligations: Pulse Check

ELIZA BAVIN  |  WEDNESDAY, 26 NOV 2025
... "Insufficient member data to develop a holistic representation of member circumstances, especially non-financial data such as partnership status, home ownership status etc, limiting ability to segment at a more granular level, or develop specific and ...

Clime shutters two funds, offloads retail book

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
Clime Investment Management is shuttering two funds, one of which is under an ASIC investigation, and will offload its retail client book for $1.65 million to an undisclosed financial advice practice. At the annual general meeting last week, Clime chair ...

Entireti partners with Striver to shore up talent

ANGELIQUE MINAS  |  TUESDAY, 25 NOV 2025
... group's heritage, as many firms within its network have mentored professional year (PY) advisers. He described the partnership as a reflection of the group's desire to take on a leadership role in growing adviser numbers and improving the capacity of ...

Mason Stevens secures mandate from UHNW advisory

ELIZA BAVIN  |  TUESDAY, 25 NOV 2025
... alum Garth Hu - which will leverage Mason Stevens' platform for its investment management and client services. The partnership represents a significant milestone in Mason Stevens' strategic focus on the ultra-high-net-worth (UHNW) segment, Mason Stevens ...

T. Rowe and Oak Hill launch flexible credit income fund

RIDDHIMA TALWANI  |  MONDAY, 24 NOV 2025
... access for high-net-worth Australian investors to diversify their portfolios with high-quality alternative credit. This partnership underscores our commitment to providing advisers and their clients with innovative investment options and local expertise ...

PPS Mutual appoints head of distribution

KARREN VERGARA  |  MONDAY, 24 NOV 2025
PPS Mutual has appointed a new head of distribution, succeeding Brian Pillemer who is retiring. Daniel Waller takes on the role after finishing up a career break to look after his family. Waller was previously the general manager of business partnerships ...