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Showing 411 - 420 of 5657 results for "Solutions"

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... excellence and innovation aligns perfectly with Blue Owl's mission to deliver institutional-quality private market solutions to the wealth channel. We're excited to bring OCIC-A to Australian advisers and their clients, offering access to a differentiated ...

Adviser receives permanent ban over 'dishonest' conduct

MATTHEW WAI  |  TUESDAY, 8 JUL 2025
... business. Between 2007 and 2024, King was an authorised representative of Principal Financial Group, Total Financial Solutions Australia, and Wealth Effect Advisory. Further until August 2024, King was a director of Wealth Effect Advisory, King Financial ...

Findex partners with brokerage firm to deliver 'best-in-class' service

MATTHEW WAI  |  MONDAY, 7 JUL 2025
... 12-month handover period now underway, it said. The specialised structure aims to expand the business lending and financing solutions available to SMEs, while simultaneously enabling Findex to deliver integrated financial services at scale. The joint ...

Insignia finalises 1300 staff transfer to SS&C

KARREN VERGARA  |  MONDAY, 7 JUL 2025
... reduce operating costs by a net $200 million within five years' time. SS&C head of global investor and distribution solutions for Australia Shaun McKenna said: "We're proud to be working alongside Insignia Financial on this transformation and welcome ...

Drummond Capital names new research head

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... managing partner and portfolio manager Tom Schubert said the firm continues to grow strongly and will expand the range of solutions it offers to advice practices. Schubert said the firm will be making several new hires over the next two months and is ...

Activist investor hires distribution lead

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
Morgan Stanley Wealth Management's former head of investment solutions, Scarlett Dorney, has joined Sandon Capital in much the same role. As head of client solutions at the activist investor, Dorney's role will encompass distribution, strategy ...

Janus Henderson finalises strategic partnership with life insurer

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
... our shared exceptional client focus, and we are pleased to bring to bear our strengths in fixed income, multi-asset solutions, and model portfolios to achieve mutually beneficial outcomes for clients and policyholders alike." Guardian chair and chief ...

Payton Capital rebrands post-acquisition

MATTHEW WAI  |  WEDNESDAY, 2 JUL 2025
... Credit said its commitment remains "steadfast" across its service, governance, risk management, and relationship-focused solutions. It has also confirmed there will be no changes to its current rosters. "As HMC Private Credit, we continue to provide ...

Scientific Beta offers portfolio solution to institutional investors

ANDREW MCKEAN  |  WEDNESDAY, 2 JUL 2025
Index solutions provider Scientific Beta said 'completion portfolios' can be used by institutional investors to address unintended alignments in their portfolio positioning. Scientific Beta's research showed that even the most meticulously designed ...

Escala unveils new leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... Australia allows us to set the foundation for our continued growth and evolution, through which we will deliver expansive solutions and a differentiated client experience through a unified and integrated global organisation." Danysh said the firm hopes ...