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Showing 361 - 370 of 9257 results for "wealth"

AWAG enters joint venture with Phillip Capital

ANGELIQUE MINAS  |  MONDAY, 20 OCT 2025
The ASX-listed Australian Wealth Advisors Group (AWAG) has entered a strategic joint venture with Phillip Capital Australia, covering funds management and distribution. The joint venture allows for Armytage and AWAG products and services to be distributed ...

ETF Shares flees Cboe for better 'connectivity'

MATTHEW WAI  |  MONDAY, 20 OCT 2025
... more Australians can benefit from our transparent, low-cost ETFs, with improved visibility across advisers, platforms and wealth management systems." ETF Shares remains the responsible entity and issuer for all three funds, it said. Additionally, all ...

Brookfield fully acquires Oaktree

KARREN VERGARA  |  MONDAY, 20 OCT 2025
... since then, the partnership has "fuelled the rapid expansion of our private credit platform, supported the growth of our Wealth Solutions business, and helped drive 75% growth in Oaktree's assets under management." "Taking this next step will allow ...

Perpetual reports positive first quarter

ELIZA BAVIN  |  MONDAY, 20 OCT 2025
... also saw net outflows of $2.3 billion for the quarter. Reilly said Perpetual was still progressing with the sale of its wealth management business, which, "despite the uncertainty" delivered growth in funds under advice (FUA) for the quarter. Total FUA ...

Federal Court dismisses Freedom Insurance staff allegations

KARREN VERGARA  |  FRIDAY, 17 OCT 2025
... trading in February 2019 before committing to divest all its operations - including financial advice business Spectrum Wealth Advisers - and eventually appointing liquidators in February 2020. ASIC launched the civil action proceedings against the two ...

Regal Partners revamp sees promotion

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... distribution operative take on a wider role. As a result of the integration of teams, Camelia Seric, who was head of distribution wealth management at Merricks Capital, is now leading Regal's broader private wealth distribution team in her role as ...

Lazard names the local head of retail sales

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... joins Lazard with 20 years' experience in the asset management industry. His most recent role was head of Australia Wealth at global asset manager PGIM. Price arrived at the US$1.2 trillion asset management business of Prudential Financial after ...

Future Fund recruits energy heavyweight

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
Australia's sovereign wealth fund has appointed an experienced energy executive to lead its energy transition strategy. Kay Stuart joins as executive director of energy transition and will sit within the Future Fund's real assets team. Stuart ...

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
... year, it was in talks to acquire the Adelaide-based advisory firm for $4.2 million in cash, as it looked to expand its wealth management footprint. Through the acquisition it had hoped to gain access to full-service retail, high-net-worth investment ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... victims of Trio Capital were remediated. "Use of the ORFR to remediate member losses would reinforce trust in Australia's wealth management and superannuation industries, confirming the value of strong regulation and the mandate for super funds to ...