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Showing 361 - 370 of 5851 results for "Profession"

AZ NGA forms strategic partnership with Qld advice firm

MATTHEW WAI  |  FRIDAY, 12 SEP 2025
AZ Next Generation Advisory (AZ NGA) has partnered with MiQ Private Wealth to provide succession solutions for its retiring partners, while funding the group's future expansion plans. Established in 2015, the Queensland-based MiQ has over 50 employees ...

Geopolitical risks to drive infra investments: Report

ANGELIQUE MINAS  |  THURSDAY, 11 SEP 2025
The report indicates infrastructure investments have emerged as a key tool for investors to mitigate risk, with allocations expected to rise 20%. The PM700 tracks responses from over 700 senior investment professionals at an international scale and ...

AI adoption by investors 'grows rapidly': Research

RIDDHIMA TALWANI  |  THURSDAY, 11 SEP 2025
Investors turning to artificial intelligence (AI) for investment advice is rising, according to new survey from Chartered Accountants ANZ (CA ANZ). CA ANZ survey of 1000 Australian retail investors with more than $10,000 invested in the stock market ...

Allow couples tax-free super splitting: Hume

JAMIE WILLIAMSON  |  FRIDAY, 5 SEP 2025
A bill that would allow couples to split their collective superannuation balances evenly between them to improve the gender super gap was tabled in Parliament yesterday. The Superannuation Legislation Amendment (Tackling the Gender Super Gap) Bill 2025 ...

BlackRock nabs $122bn Citi mandate

ELIZA BAVIN  |  FRIDAY, 5 SEP 2025
BlackRock has been tapped by Citi Wealth to create a new portfolio offering for its clients - Citi Portfolio Solutions powered by BlackRock. The offering will combine the strategic investment advisory and planning capabilities of the leading global ...

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
Financial services firms stand at a pivotal juncture. Those in one camp, with their heads buried in the sand, can no longer ignore the fact that artificial intelligence (AI), particularly its sidekick generative AI (GenAI), is everywhere. The other ...

Legalsuper updates investment, insurance fees

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
Legalsuper has introduced several changes to its investment options' objectives and fees, as well as some insurance costs. Effective September 1, the Conservative option will change its investment objective from outperforming an average annual return ...

AMP lifts advisers' efficiency game with Grow

MATTHEW WAI  |  MONDAY, 1 SEP 2025
AMP North has launched a new investment menu, offering a plethora of features designed to deliver efficiencies, including cutting account fees, and the ability to mix and match investments from other menus. The new North Grow allows advisers to simplify ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Australian Ethical FUM approaches $14bn

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
Australian Ethical has revealed its results for the financial year to June 30, with funds under management (FUM) soaring to nearly $14 billion. FUM surged by 34%, or $3.5 billion, to $13.94 billion in FY25, which was a result of positive net flows ...