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Showing 21 - 30 of 9320 results for "wealth"

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ...

Swedish PE giant sweetens offer bid for Perpetual

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
... offer. "The revised indicative proposal is subject to numerous conditions, including completion of the sale of Perpetual's Wealth Management business to Bain Capital, satisfactory completion of due diligence, negotiation and execution of binding transaction ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... strong adviser inflows and improving markets offset elevated withdrawals from a handful of ultra-high-net-worth clients. The wealth platform reported quarterly custodial inflows of $8.2 billion for the three months to June 30, up 11% from a year earlier ...

ASIC seeks to wind up Capital Guard AU

KARREN VERGARA  |  WEDNESDAY, 15 JUL 2026
... Level 36, 1 Macquarie Place, Sydney. It touted itself as a "leading provider of financial products designed to promote wealth growth and safeguard investments" with "expertise in Australian fixed-income instruments such as bonds and debentures." It also ...

FAAA names new chair as David Sharpe prepares to step down

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
... of her South Australian based practice, Mybluesky, she currently serves as general manager advice (SA) for PSK Private Wealth and continues to practice as a senior financial adviser. FAAA chief executive Sarah Abood welcomed the appointment citing Veitch's ...

NAB-owned WealthHub cops $1m ASIC fine

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
NAB-owned online broker WealthHub Securities has been hit with a $1.055 million penalty after ASIC found it failed to accurately report regulatory data more than 9.5 million times over a decade. ASIC said he reporting failures undermined the corporate ...

Special Feature: Rewarding patient capital

PENNY PRYOR  |  TUESDAY, 14 JUL 2026
... capacity to underwrite an entire deal," Marshall says. But over the last two decades large superannuation funds and sovereign wealth funds have matured and now have the resources to participate in co-investments. Australian Retirement Trust is such an ...

MST Financial broadens services to Alder & Partners

KARREN VERGARA  |  TUESDAY, 14 JUL 2026
MST Financial has broadened its services for Alder & Partners Private Wealth Management, providing "institutional-grade investments" across managed accounts, asset allocation and research. MST Investment Solutions, the portfolio advisory and implementation ...

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
... director of Team Australia Challenge. Entireti is the parent company of subsidiaries including Akumin, Fortnum Private Wealth, Personal Financial Services and Entireti Alliances. "We are excited to have Geoff join and lead the board at this pivotal time ...

Evidentia appoints head of product

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
... years at Active Super in a strategic implementation role. He also worked with NAB as the head of product innovation for its wealth products. Evidentia said the appointment reflects the business' focus on evolving its investment product suite to help ...