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Showing 2261 - 2270 of 9279 results for "wealth"

VGI Partners confirms merger talks

KARREN VERGARA  |  MONDAY, 10 JAN 2022
VGI Partners quelled media speculation and confirmed that it could potentially merge with another fund manager. ASX-listed VGI Partners said Regal Funds Management is one of many parties it is engaging with for a potential merger. "VGI is aware of its ...

Advice firm targets teen financial literacy

KARREN VERGARA  |  FRIDAY, 7 JAN 2022
... financial advice firm is tackling high school graduates' poor financial literacy head on in a bid to equip them with essential wealth skills for the future. Purpose Advisory director and adviser Tristan Scifo has launched More than Before, an online ...

Federal Court fines Mayfair $30m

CHLOE WALKER  |  THURSDAY, 23 DEC 2021
... products, both unsecured promissory notes, were promoted online by a number of Mayfair 101 Group companies, including Mayfair Wealth Partners (trading as Mayfair Platinum), Online Investments (trading as Mayfair 101), M101 Nominees and M101 Holdings. ...

Morningstar to buy Praemium for $65m

CHLOE WALKER  |  WEDNESDAY, 22 DEC 2021
... and international business and a talented team we look forward to welcoming to Morningstar," Daniel Needham, president of wealth management solutions for Morningstar, said. "Technology is playing a larger role in everyone's lives and expectations for ...

Magellan loses significant mandate

ELIZABETH MCARTHUR  |  MONDAY, 20 DEC 2021
Magellan Financial Group has lost a key mandate from UK wealth manager St James' Place. After requesting a trading halt Friday afternoon, this morning Magellan confirmed to the ASX that it had lost the mandate from St James' Place. The company's share ...

Adviser population drops below 19,000

KARREN VERGARA  |  FRIDAY, 17 DEC 2021
... (342), Interpac Financial Planning (295), Capstone Financial Planning (267), Lifespan Financial Planning (260) and Alliance Wealth (250) make up the rest of the top 10 AFSLs with the largest adviser numbers. Meanwhile, there were 15 newly registered ...

IFM, Citi pour $300m into Household Capital

ELIZABETH MCARTHUR  |  FRIDAY, 17 DEC 2021
... rates which mean more access to their home equity retirement funding." Household Capital chair Nick Sherry added: "The wealth of baby boomers is mostly tied up in their home. Australian seniors need ubiquitous, responsible, long-term, and efficient access ...

Choice products not so choice: APRA

CHLOE WALKER, KARREN VERGARA  |  FRIDAY, 17 DEC 2021
Several superannuation funds that flunked the inaugural Your Future, Your Super test, are also failing Choice members, the latest APRA heatmaps reveal. The prudential regulator slapped retail and industry superannuation funds alike with the lowest grade ...

What you read in 2021

JAMIE WILLIAMSON  |  FRIDAY, 17 DEC 2021
... That said, there is one non-super story that made the cut; IOOF's unexpected rebrand following its acquisition of MLC Wealth managed to sneak into the top 10. With more and more disruption, innovation and change anticipated in 2022, this list serves ...

Hejaz hires three senior leaders

KARREN VERGARA  |  THURSDAY, 16 DEC 2021
... growth, developing new relationships and sourcing referral partners through the Hejaz dealer group network. Sahi's wealth management experience includes working in senior roles such as client experience and relationship management at FNZ Group, Sunsuper ...