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Showing 11 - 20 of 1900 results for "Financial Group"

Selfwealth expands into full-fledged wealth platform

RIDDHIMA TALWANI  |  MONDAY, 28 SEP 2026
... Group's holding company Svava, which acquired the platform last year after winning a bidding war against Bell Financial Group. The portfolios are developed and managed by Syfe's global investment team. Through the managed portfolios, investors ...

Adviser increase the 'strongest' since FY20: Padua WealthData

MATTHEW WAI  |  FRIDAY, 25 SEP 2026
... increase includes three licensees which grew by three advisers, and four up by two advisers. On the contrary, WT Financial Group saw five advisers departed this week, with three joining Centrepoint Group's Alliance Wealth, one remaining with Choice ...

CFS distribution executive steps down

KARREN VERGARA  |  THURSDAY, 24 SEP 2026
... operating officer, while Shenaz Waples joined as chief people officer. Before CFS, Quirk spent a decade at BT Financial Group in business development roles, rising up the ranks to take on senior management positions in adviser distribution for Victoria ...

Magellan shuts down Vinva global equity retail funds

KARREN VERGARA  |  MONDAY, 21 SEP 2026
... same month, the Australian Competition and Consumer Commission (ACCC) also greenlit the merger between Magellan Financial Group (MFG) and Barrenjoey Capital Partners, in a deal with an implied valuation of $1.6 billion. MFG currently has a 28% ownership ...

Hamilton Wealth mandates arcpoint OCIO

VINNY VUCAGO  |  MONDAY, 21 SEP 2026
... approximately $9 billion in client capital. Her career also includes senior investment roles at Wilson HTM, Magellan Financial Group, JBWere and Colonial First State Global Asset Management. She said the appointment reflected a point at which investment ...

Sequoia plots potential restructure

MATTHEW WAI  |  FRIDAY, 18 SEP 2026
Sequoia Financial Group, the parent company of InterPrac Financial Planning, is conducting a thorough review of all its operating subsidiaries for a potential restructuring. The ASX-listed firm said the review will provide insight if a restructuring ...

MA Financial launches $500m fund

MATTHEW WAI  |  FRIDAY, 18 SEP 2026
MA Financial Group is bringing a new retail real estate fund to life, as it continues to increase its footprint with the acquisition of a 50% stake in a Melbourne shopping district for $327.5 million. The launch of the MA Large Format Retail Fund follows ...

Antipodes Partners acquires Bennelong FM

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
... Investors also recently shut its doors three years since launching. The boutique launched in early 2023 by Magellan Financial Group veterans Kris Webster and Michael Poulsen.

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
... its formation, the group has expanded into Queensland earlier this year and completed another merger with Cove Financial Group in June. Fenning said the series of mergers is aligned with the firm's ambition to build an "enduring world-class" advice business ...

Five V taps Barrenjoey finance lead

MATTHEW WAI  |  WEDNESDAY, 9 SEP 2026
... technology, renewable energy and more. Meanwhile, Veitch's departure follows Barrenjoey's merger with Magellan Financial Group that was greenlit by the Australian Competition and Consumer Commission (ACCC) in June. The deal, which has an implied ...