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Showing 381 - 390 of 9257 results for "wealth"

Annual ReCALIbrate recipients named

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... Australian Life Insurers' (CALI) third annual ReCALIbrate program have been announced. The five beneficiaries are Whitsunday Wealth financial adviser Zoe Kennedy, Parachute Cover life insurance specialist Natalie Lackner, My Fortress Townsville financial ...

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... high growth options. The models are a low-cost solution blending active and passive management and will be accessible to wealth managers and financial advisers through third-party investment platforms. The solution comes amidst a cultural shift towards ...

Aussie family office chiefs earn up to US$625k

KARREN VERGARA  |  TUESDAY, 7 OCT 2025
... 8% to 2%. We anticipate this trend continuing." Australian family offices expressed stronger objectives for preserving wealth in this survey compared to 2023. Nearly 50% also reported an interest in pursuing philanthropic objectives - an 80% increase ...

AWAG to snap up 20% stake in First Mutual

RIDDHIMA TALWANI  |  TUESDAY, 7 OCT 2025
ASX-listed Australian Wealth Advisors Group (AWAG) will acquire a 20% stake in licensee First Mutual, in a bid to expand its AFSL and licensing services. The investment is on a cash basis and First Mutual will retain its autonomy and ownership structure ...

Generation Life hires former Allianz Retire+ exec

ELIZA BAVIN  |  TUESDAY, 7 OCT 2025
... broadening the sectors we represent, supporting financial advisers in delivering solutions aligned to Australians' evolving wealth needs," Generation Life chief executive Felipe Araujo said. "Building on the heightened interest in investment bonds and ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... short-term incentives (STI) to staff. After a tumultuous few years marked by losses and leadership instability, the ASX-listed wealth group is well on its way to a recovery, having turned in NPAT of $510,676 in the 2025 financial year. But Baragwanath ...

Wealth and asset management to "significantly" consolidate by 2029: Oliver Wyman

RIDDHIMA TALWANI  |  FRIDAY, 3 OCT 2025
The global wealth and asset management industry is entering a period of significant consolidation, with over 1500 transactions expected in the coming years. A report by Oliver Wyman with Morgan Stanley estimates a reduction of around 20% in the number ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... wholesale distribution strategy while deepening relationships with dealer groups, independent financial advisers, private wealth firms, family offices, research houses, platforms, and consultants. She brings over 20 years of industry experience, including ...

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... Nick Reid, head of the Southern region for investment services, and will work with clients on investment strategies and wealth management. At Qantas Super, Chen led private markets investments across private equity, real assets, venture capital, and ...

Super Moves: ANZ Staff, Aware, Equip, ART, VFMC

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... manager at Insignia Financial and a member of its Investment Committee. Earlier in his career, Utreja held roles at ANZ Wealth, Mercer Investment Consulting, Macquarie Wealth Management and Mercer Investments. Finally, Rob Pereira has taken on a new ...