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Showing 11 - 20 of 69 results for "Wealth Partners"

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... treasurer. Before that, he worked at Escala Partners as chief product officer in capital markets and Bennelong Wealth Partners as the chief investment officer. Bennelong - the wealth management arm of Bangarra Group - which also owns Bennelong Funds ...

Coast Advice teams up with New York private investment firm

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... Australian financial services firm, which has 15 advisers and 2500 clients nationwide, has partnered with Merchant Wealth Partners to support its growth. In a statement, Coastal Advice said the partnership will "unlock invaluable opportunities" for growth ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... back to her community by empowering more women to take control of their financial futures." Additionally, Apt Wealth Partners Melbourne professional adviser Jakob Ayres has snatched the title of the FAAA Gen Next Rising Star of the Year, while the FAAA ...

Insignia snags TAL executives for new retirement solutions team

MATTHEW WAI  |  MONDAY, 4 NOV 2024
Insignia Financial is creating a new team to drive innovation in retirement solutions for its MLC brand, to be led by TAL Australia's chief commercial officer Andrew Howard. Howard has been appointed as executive director, strategy and innovation. His ...

TAL names retirement and wealth lead

MATTHEW WAI  |  THURSDAY, 31 OCT 2024
TAL Australia has announced an in-house promotion to lead its team of product, investment and operational specialists. Shaun Bransdon has stepped into the role of general manager, retirement and wealth, a position that he will further develop and deliver ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Award. Capital Partners, Warr Hunt, and Alman Partners are up for FAAA Professional Practice of the Year. Apt Wealth Partners' Jakob Ayres, Bravium's Kirra Sharrock, and Verse Wealth's Simone Vasnaik are the finalists for the FAAA Gen Next Rising Star ...

ASIC permanently bans Queensland adviser

ELIZA BAVIN  |  THURSDAY, 18 JUL 2024
... since August 2019. According to the ASIC Financial Adviser Register, Abdalla was an authorised under Fortress Wealth Partners and My Money Co, both linked to AFSL Holdings Australia. He was a member of the Tax Practitioners Board and only held a Diploma ...

Four advice firms merge, launch Esencia

KARREN VERGARA  |  MONDAY, 3 JUN 2024
... firms have merged to form Sydney-based practice Esencia Wealth. Advise Wise, Insight Private Wealth, Sovereign Wealth Partners, and Randle Advisory have joined forces under one banner, which is self-licensed. Matthew Fenning serves as the chief executive ...

How super funds could better support members: Research

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
New research from TAL has revealed the expectations of Australians approaching retirement versus the lived experience of retirees. The research, titled What I Wish I Knew About Retirement, surveyed 1000 Australians 55 and older and highlighted the important ...