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Showing 401 - 410 of 9260 results for "wealth"

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
... investment schemes and research houses. This, despite the government opting to drop its planned inquiry into the collapse of wealth management firms, namely Dixon Advisory. ASIC's investigation into UGC had found it advised prospective clients to ...

Equip Super appoints chief risk officer

ANGELIQUE MINAS  |  FRIDAY, 26 SEP 2025
... Michelle as chief risk officer. She has played a pivotal role in enhancing our risk frameworks in recent years and brings a wealth of knowledge and experience to this leadership position." Cheong described taking on her new role as a privilege. "I'm ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... in total. The finalists of the FAAA Certified Financial Planner Professional of the Year Award are Sarah Leslie of Story Wealth Management, Mark O'Flynn of Oxlade Financial, and Stephan Independent Advisory's Joe Stephan. Those vying for the FAAA Adviser ...

S64, Vista Equity Partners roll out unit trust

KARREN VERGARA  |  WEDNESDAY, 24 SEP 2025
... the partnership launched VistaOne in the Asia Pacific region. The new product - S64 VistaOne AUT - will launch to local wealth advisory platforms, wholesale and advised retail investors in early 2026. Vista Equity Partners has US$100 billion in assets ...

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... driving SMSF growth. Millennials (30-44) accounted for 37.3% of new establishments, reflecting growing engagement with wealth creation and the flexibility SMSFs offer. The average age of new SMSF joiners was 48 years compared to 61.6 years for existing ...

National decline in retirement confidence: AMP

ANGELIQUE MINAS  |  MONDAY, 22 SEP 2025
... are confident. AMP chief executive Alexis George said: "As this Pulse shows, despite growing super balances and national wealth, too many feel financially insecure about life after work - an issue that needs to be front and centre for policymakers and ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...

MHC Digital partners to launch stablecoin platform

MATTHEW WAI  |  MONDAY, 22 SEP 2025
... Carnegie noted. "Stablecoins are already the fastest-scaling asset class in financial history, and demand from exchanges, wealth platforms and fintechs for compliant Australian dollar rails is at an all-time high," Carnegie said. "Macropod will deliver ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ...

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
... scalable, cost-effective platform solutions to clients with simpler investment needs. This includes people beginning their wealth journey, needing assistance with their retirement funds, or navigating intergenerational wealth transfer. The partnership ...