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| | | After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ... |
| | | | ... 182,276. Netwealth also expanded its managed account offering, adding 25 new models during the period with managed accounts now representing 22.5% of total FUA. During the quarter, the company rolled out its wholesale Netwealth Private offering and launched ... |
| | | | ... Australian advised retail and wholesale investors will be able to access Igneo's private infrastructure capability, which has until now been available exclusively to institutional clients. The strategy invests across sectors including renewable energy ... |
| | | | ... becoming one of the managers of an Australian shares strategy. Mercer's Australian Shares Fund for Tax Exempt Investors now has Ausbil Investment Management, Plato Investment Management, Macquarie Investment Management and Solaris as investment managers. ... |
| | | | ... fuelling a retirement is stabilising; instead, the opposite tends to be more apparent. Budgets for a comfortable retirement are now $630,000 for singles, according to the Association of Superannuation Funds of Australia (ASFA) Retirement Standard. That ... |
| | | | ... 2017, however the previous financial services business was sold in 2024 to its current management. Capital Guard's website is now inactive. Victims on customer review platform Trustpilot wrote they cannot contact their Capital Guard account managers ... |
| | | | ... August 2025. Justice Button also appointed Robert Woods and Salvatore Algeri of Deloitte SRT as liquidators. Liquidators will now take control of First Mutual, identify and recover available assets, assess claims, and, where funds are available, distribute ... |
| | | | ... combinations, integrations and finance transformations. "Mercer Super has undergone tremendous growth over recent years with the fund now serving more than one million members with over $85 billion under management," Bryant said. "Underpinning that growth ... |
| | | | ... deal," Marshall says. But over the last two decades large superannuation funds and sovereign wealth funds have matured and now have the resources to participate in co-investments. Australian Retirement Trust is such an institutional investor. It has ... |
| | | | ... said. "Superannuation is mandatory, but good customer service is not. That has to change. This pilot study shows that, right now, getting the right support can depend on who answers the phone." He added the findings underscore the need for mandatory ... |
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