Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 231 - 240 of 9316 results for "Wealth"

Iress sticks to simplification plan, will consider "bona fide" takeover bids

RIDDHIMA TALWANI  |  WEDNESDAY, 25 FEB 2026
Iress is firmly focused on simplifying its software portfolio, centering it around wealth and trading and market data, while saying it will consider any bona fide takeover proposals consistent with its fiduciary duties. It has reported a profit of $79.3 ...

GDG reports record FUM growth, eyes stronger second half

MATTHEW WAI  |  WEDNESDAY, 25 FEB 2026
... period to 5294 subscribers. GDG noted Lonsec will also launch a new governance offering to support licensees, platforms, and wealth business in managing approved product lists (APLs) and investment menus in response to heightened governance expectations ...

Zurich Financial Services to acquire ClearView

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
Zurich Financial Services Australia is set to become the new owner of ASX-listed ClearView Wealth. Zurich Financial Services is offering 65 cents for each ClearView share, marking a 22% premium to the last closing the share price on February 23. This ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... EBITA increased 19% to $16.6 million, with margins expanding to 20% as operating leverage continued to build within the wealth segment, Count said. Group revenue was $82.8 million, a 12% increase on the prior corresponding period, driven by "organic ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
LGT Wealth Management has appointed Kaajal Prasad as the new head of family advisory, strengthening its family governance and wealth transfer services for Australian high-net-worth clients. Prasad joins the wealth management firm from KPMG, where she ...

Adviser gap could boost equity release products: Homesafe

MATTHEW WAI  |  MONDAY, 23 FEB 2026
... "asset-rich but cash-poor" issue transpiring across older generations who cannot get access to financial advice, Homesafe Wealth says. According to Homesafe the shrinking adviser numbers are contributing to increased financial insecurity among older ...

Mason Stevens appoints chief investment officer

ELIZA BAVIN  |  MONDAY, 23 FEB 2026
... the firm's investment leadership, governance oversight, and capability to support Australia's most sophisticated private wealth advisers and family offices. Mason Stevens chief executive Tim Yule said he is delighted to welcome Taylor to the firm. "Her ...

Advisers prioritise robust planning, education in retirement planning

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... It's at this time we can help them create and implement the investment strategy," she said. "Our plan is to build their wealth for retirement, and we can start to think about those superannuation voluntary contributions, once they have capacity and ...

Betashares hires marketing chief

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... acquired financial education podcast Equity Mates and merged its managed accounts business with InvestSense to form Trellia Wealth Partners. It now manages more than $75 billion in assets and serves over one million Australians across ETFs, managed accounts ...

Harry Mitchell joins Investment Trends

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... clients the insights they need to make strategic and tactical decisions." Mitchell's career spans financial services and wealth technology. He has variously served as general manager of advice at Commonwealth Bank, chief executive of Mine Super and ...