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Showing 261 - 270 of 18240 results for "Plan"

US-backed firm invests in Brisbane advice group

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
US-backed Merchant Wealth Partners has secured a minority investment in Brisbane-based advice group Infinity Financial Consultants. This transaction will advance the firm's ambitions of playing an active role in the consolidation of Australia's wealth ...

Investors to increase private market allocations: Hamilton Lane

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
The Hamilton Lane 2026 Global Private Wealth Survey identified private wealth investors plan to increase private market allocations this year. The study found that 86% of the 390 global private market advisers surveyed plan to increase private market ...

HMC Capital wholesale head exits for COO position

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
HMC Capital's head of wholesale distribution has departed after 18 months to join an equities investment manager. Tim Koroknay has left David Di Pilla's ASX-listed alternatives firm to take up the role of operating chief at the staff-owned WaveStone ...

Former Perpetual executive takes helm at UBS AM

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
UBS Asset Management has tapped Perpetual's former chief distribution officer to lead its local business and oversee institutional clients. Adam Quaife takes over from Nick Hughes, co-country head and group chief operating officer for UBS Australia ...

ASX to spend $264m to modernise tech, uplift risk management

RIDDHIMA TALWANI  |  THURSDAY, 29 JAN 2026
... the expense update we've provided today." Since the report, ASX noted it has progressed development of an implementation plan for the strategic package of actions, revised investment requirements for key strategic priorities informed by the inquiry panel's ...

Perpetual hit by $7.8bn net outflows in Q2

ELIZA BAVIN  |  THURSDAY, 29 JAN 2026
Perpetual saw a "mixed" performance in the second quarter of FY26, according to chief executive Bernard Reilly. "Corporate trust performed strongly across all three of its segments, asset management was impacted by net outflows and wealth management ...

Post-holiday blues drives retirement tool engagement

ANGELIQUE MINAS  |  THURSDAY, 29 JAN 2026
Reviewing data collected from the past two years, HESTA found members' interaction with its Future Planner retirement tool spikes around the end of the school holidays as the working year gathers pace. HESTA found that in late January and early February ...

AWAG partners to form $240m wealth business, names principal

MATTHEW WAI  |  WEDNESDAY, 28 JAN 2026
The ASX-listed Australian Wealth Advisors Group (AWAG) is partnering with CHN Partners, a Chartered Accountant practice with more than three decades of experience, to create CHN Wealth. The company has initial funds under management and administration ...

Genetic testing ban may drive up insurance cost, premiums: FAAA

KARREN VERGARA  |  WEDNESDAY, 28 JAN 2026
The Financial Advice Association Australia (FAAA) is concerned the proposal to ban life insurers' use of genetic testing results will have an adverse impact on the cost of life insurance and premiums for all Australians. In a submission, the association ...

AI, operational failures key regulatory risks for ASIC in 2026

RIDDHIMA TALWANI  |  TUESDAY, 27 JAN 2026
... people shop around for deals and avoid loyalty penalties, it can also compound risk given its capability to independently plan and act," it said. ASIC also recognised regulatory gaps emerging in the financial sector, especially digital assets and fintech ...