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Showing 261 - 270 of 3031 results for "L1 Group"

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across ...

Treasury welcomes new leader

MATTHEW WAI  |  WEDNESDAY, 11 JUN 2025
The Secretary of the Department of Finance will make history as the first woman to lead Treasury, commencing June 16. Jenny Wilkinson will replace Steven Kennedy, who is taking on a new role of Secretary of the Department of the Prime Minister and Cabinet. ...

King's honours list recognises excellence in super, finance

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
The 2025 King's Birthday honours list featured several heavyweights from the superannuation, funds management and sustainable investing sectors. A superannuation fund investments chief was one of the recipients of the highly coveted Medal of the ...

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
Pacific Equity Partners has appointed Alexander Brown as a director to spearhead the firm's expansion into retail financial adviser and direct investor markets. Brown brings 15 years of experience across financial markets, asset management and investment ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
Superhero has welcomed its first chief investment officer, as it targets Australians seeking sophisticated solutions without the need for advice. Superhero said it is looking to "evolve beyond traditional sharetrading to offer sophisticated portfolio ...

Soul Patts merges to create new $14bn company

ANDREW MCKEAN  |  MONDAY, 2 JUN 2025
Washington H. Soul Pattinson (Soul Patts) and diversified industrial group Brickworks have signed a binding merger agreement to create a new $14 billion ASX-listed company, TopCo. Under the proposed merger, TopCo will acquire all shares in Soul Patts ...

MA Financial eyes acquisition

ELIZA BAVIN  |  WEDNESDAY, 21 MAY 2025
MA Financial has confirmed it is in talks to acquire IP Generation (IPG), a real estate asset manager with around $2 billion in assets under management (AUM). "MA Financial has a longstanding relationship with IPG, having provided property management ...

FTX creditors await US$5bn distribution

KARREN VERGARA  |  FRIDAY, 16 MAY 2025
Collapsed cryptocurrency exchange FTX is set to pay out US$5 billion to creditors starting May 30. The proceeds will be distributed via the FTX Recovery Trust to eligible creditors either on BitGo or Kraken. This is the second round of distributions ...

MA Financial partners to invest $2.6bn in middle market loans

MATTHEW WAI  |  WEDNESDAY, 7 MAY 2025
The joint venture, which includes three partnering institutions, is aiming to establish a differentiated platform focused on the US middle market. MA Financial Group, Monroe Capital and Sumitomo Mitsui Banking Corporation (SMBC) will invest up to US$1.7 ...