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Showing 11 - 20 of 3994 results for "Independent"

Diversa drags Praemium into First Guardian lawsuit

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
Praemium and its subsidiaries are now caught up in the ASIC-led First Guardian legal saga, having been thrown in the mix by Diversa Trustees. Praemium this morning announced, together with Powerwrap and One Vue Wealth Services (OVWS), it received notices ...

Bell Asset Management launches small-caps fund

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... AM from Tyndall Asset Management. The trio ran an equivalent strategy at Tyndall and now operate as a dedicated and independent team within Bell, reporting to chief executive Michael Lovett. Johnston said the team applies a fundamental, long-only investment ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... chief member officer, Kay oversees growth, marketing, stakeholder and corporate relations, and a group of about 1700 independent financial advisers. Part of her job is centred on understanding member behaviour - when they're most likely to act and ...

Evergreen founder exits Ascalon Capital

KARREN VERGARA  |  MONDAY, 22 JUN 2026
... late 2025 in a bid to strengthen its position in the domestic wealth management market by leveraging Evergreen's independent research, disciplined portfolio construction and high-touch client models. Ascalon said the acquisition would also ensure ...

Equity Trustees opts out of super trustee business

RIDDHIMA TALWANI  |  MONDAY, 22 JUN 2026
... the Shield Master Fund which oversaw around $160 million of retirement savings into Shield through its fund. "The independent superannuation trustee model has been a driver of growth and innovation across the industry over the past decade," Equity Trustees ...

Aware Super sells majority stake in water portfolio

ELIZA BAVIN  |  FRIDAY, 19 JUN 2026
Aware Super has announced the sale of a majority portion of its Australian water portfolio with the strategic divestment of 83 gigalitres of water entitlements from the southern Murray-Darling Basin. The sale was completed through the Australian Commonwealth ...

Frontier awards custody mandate for ICIO offering

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
Frontier Advisors is set to launch its independent chief investment officer (ICIO) service to the Australian market and has awarded a custody and administration mandate ahead of its release. Northern Trust has been appointed to provide asset servicing ...

Poor succession plans expose advice firms to crisis events: Report

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
... the business. It can also identify what areas of the business need to be worked on to maximise its value. Getting an independent valuation is a very positive move," Business Health said.

Channel Capital and Fidante to merge

ELIZA BAVIN  |  THURSDAY, 18 JUN 2026
... Challenger is set to recognise around $100 million in pre-tax gains on the sale in FY27. Channel Group will have an independent chair jointly appointed by Challenger and Channel Capital, in addition to four directors appointed by Channel Capital and ...

IFM lifts stake in Atlas Arteria to 40% after upping offer price

RIDDHIMA TALWANI  |  TUESDAY, 16 JUN 2026
... pay more". It said the offer continues to materially undervalue the firm and is 12% below the $5.79 midpoint of the independent expert's valuation range of $5.39 - $6.20. Atlas Arteria also noted that IFM has a track record of paying more than its initial ...