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Showing 11 - 20 of 9475 results for "Wealth"

Ironbark expands advice footprint with acquisition

MATTHEW WAI  |  TUESDAY, 3 NOV 2026
... Ironbark Advice brand. Paris Financial has joined Ironbark, bringing over speciality across accounting, taxation, private wealth, risk protection, lending and self-managed super fund (SMSF). The firm was founded by Noel Mannix and Bill Butler in 1978 ...

Evidentia ex-chief executive quits chair role amid restructure

RIDDHIMA TALWANI  |  TUESDAY, 3 NOV 2026
... manager of asset consulting, Chris Smith as general manager of implemented portfolios, Hugh Holden as general manager of wealth solution, and Mark Zaglas as general manager of business consulting and Naomi Christopher as general manager of marketing ...

Euroz Harley completes capital markets arm divestment

MATTHEW WAI  |  TUESDAY, 3 NOV 2026
... alongside new chief executive Alex Logan last month, said the business will now be able to purely focus on its private wealth business. "The sale of our capital markets business to BMO is a defining moment for Euroz Hartleys. We are now uniquely positioned ...

ASIC reviews adviser register again

MATTHEW WAI  |  MONDAY, 2 NOV 2026
The regulator has commenced another review of the Financial Advisers Register (FAR) to check if relevant providers have met the qualifications standard. Since 1 January 2026, all personnel providing personal advice to retail clients on relevant financial ...

Australian Unity appoints deputy chair

VINNY VUCAGO  |  FRIDAY, 30 OCT 2026
... that while 75% described themselves as financially comfortable or free, just 14% said they were actively enjoying their wealth or using it to improve their lifestyle. The research also found 65% had gifted at least $10,000 to their children, often to ...

Count takes 30% stake in Brisbane advice firm

VINNY VUCAGO  |  FRIDAY, 30 OCT 2026
... follows several transactions recently completed by Count, including its acquisition of Oracle Group, rebranded as Count Wealth, and an equity partnership investment in Tailored Lifetime Solutions. Separately, Count reported a strong start to the new ...

Ageing dynamics require holistic retirement planning: La Trobe Financial

MATTHEW WAI  |  THURSDAY, 29 OCT 2026
... orientate themselves around the needs of retirees," he said. "Housing design, healthcare delivery, aged care infrastructure, wealth management, and investment products will all be reshaped for this demographic reality... as for advisers, this means retirement ...

JPMAM targets growth in Aussie instos, UHNW segments

ELIZA BAVIN  |  WEDNESDAY, 28 OCT 2026
... Obviously, it has a fantastically structured retirement system with superannuation clients, but there's also a very exciting wealth and ETF market in Australia," Watkins said. "ETFs are the real big growth engine, I think, for the region. We've ...

FAAA appoints new board members

RIDDHIMA TALWANI  |  WEDNESDAY, 28 OCT 2026
... changes. She started her career as a financial adviser in 2003 and founded TruWealth in 2010. Ramirez is the founder of Marin Wealth, a self-licensed Brisbane practice established in 2023, where he is also the responsible manager. The firm advises on ...

Pallas Capital hires from Qualitas

VINNY VUCAGO  |  WEDNESDAY, 28 OCT 2026
... Qualitas, will lead the firm's institutional capital strategy, targeting investors including pension funds, sovereign wealth funds, insurers and endowments. His remit includes developing new partnerships, strengthening existing relationships and ...