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Showing 201 - 210 of 9314 results for "Wealth"

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Arthur J. Gallagher & Co. (AJG) has acquired Queensland financial advice firm Asset Partners Private Wealth. Robina-based Asset Partners Private Wealth was acquired for an undisclosed amount by Illinois-headquartered AJG. The advice firm previously ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... brand, Ironbark Financial Group. The parent company will operate sub-brands that include Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Advice encompasses businesses like Invest Blue, JSA Group, CBS Financial, Ironbark ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... portfolio structure on platforms like North reflects how the industry is evolving to close that gap," Rogan added. Family Wealth Advisory managing director Michael Bova said his firm is increasingly integrating private markets into wholesale portfolios ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to operate under the Clime Private Wealth brand once the deal finalises, which is expected to be by March 31. Clime Advice operates Clime Private Wealth (CPW) and ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Following months of due diligence, Bain Capital will acquire Perpetual's wealth management business for $550 million. The two parties entered the binding agreement that will see Perpetual license its Perpetual Wealth and Perpetual Private brands ...

Inflation could surge above 4%

ELIZA BAVIN  |  FRIDAY, 13 MAR 2026
... the past year. Unemployment is close to historic lows and compares very favourably internationally, and average levels of wealth and income in the economy are pretty good by international comparisons. But we have a problem with inflation. It's too ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... investment research, having earlier served as general manager of operations. He joined Perpetual from MLC, the NAB-owned wealth management division, where his most recent role was manager of research relationships across MLC and nabWealth. Lidbury's ...

AMP investment chief reshapes her team

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... product manager for software and digital advice for four years. Previously, she worked at Equity Trustees and Partners Wealth Group. AMP Investments manages over $70 billion of assets across a range of contemporary multi-asset investment solutions, for ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... made by Federation late last year, as the private equity firm sought to expand its reach with family offices and private wealth managers. At the same time, Federation also appointed Rebecca Thomas as investment director and head of responsible investments ...