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Showing 411 - 420 of 4710 results for TAL

Younger generations drive SMSF sector growth: Class

RIDDHIMA TALWANI | WEDNESDAY, 24 SEP 2025

The number of self-managed super funds (SMSF) has grown on the back of increased participation by younger Australians despite regulatory uncertainty, according to a report by Class. The 2025 Annual Benchmark Report by Class found the number of SMSFs ...

Former Income Asset Management staffer embezzles $1.5m

KARREN VERGARA | TUESDAY, 23 SEP 2025

... Perpetual Corporate Trust (PCT), migrating the bulk of its clients' assets across. IAM owns Trustees Australia Limited (TAL), a trustee business that provides responsible entity, custody and trustee services internally. It has more than $2.6 billion ...

Munro Partners adds institutional sales lead in Canada

JAMIE WILLIAMSON | TUESDAY, 23 SEP 2025

Munro Partners is expanding its offering to Canada's major institutions, hiring an institutional investments executive based in Toronto this month. Brad Haughey has been appointed to the newly created role of vice president, institutional investments ...

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 ...

ASIC issues interim stop orders to RELI Capital

RIDDHIMA TALWANI | FRIDAY, 19 SEP 2025

ASIC has issued an interim stop order against the RELI Capital Mortgage Fund, a registered managed investment scheme operated by RELI Capital. The regulator said it is to protect consumers and retail investors from acquiring a product not suitable for ...

Platinum pushes for L1 Capital merger ahead of EGM

RIDDHIMA TALWANI | FRIDAY, 19 SEP 2025

Platinum asset management has continued to "unanimously" recommend shareholders to vote in favour of the L1 Capital merger ahead its extraordinary general meeting on Monday. Grant Thornton, an independent expert appointed by Platinum, was provided with ...

Australia maintains global retirement security ranking: Natixis

RIDDHIMA TALWANI | THURSDAY, 18 SEP 2025

Australia has maintained its 7th rank globally for retirement security even as more Australians believe it is increasingly more difficult to retire securely. Natixis Investment Managers Global Retirement Index (GRI) showed across the sub categories ...

Macquarie considered acquiring Carlyle: Reports

ELIZA BAVIN | THURSDAY, 18 SEP 2025

Macquarie was allegedly in takeover talks with private equity giant Carlyle Group, but the discussions "fizzled", according to reports from US outlet Semafor. Had the talks continued and a merger were to happen, the combined entity would have had $1.5 ...

Aura Group explores ASX listing, appoints advisers

RIDDHIMA TALWANI | THURSDAY, 18 SEP 2025

Aura Group is assessing a potential listing on the ASX within the next 12-24 months and has appointed Morgans Corporate and E&P Capital to advise on it. Steinepreis Paganin and BTP Law will provide legal counsel, and Crowe will advise on audit and tax ...

FEATURE: Problem detected

MATTHEW WAI | THURSDAY, 18 SEP 2025

While financial services organisations may be comfortable with taking risks, certainly when it comes to investing, there are other types of risks they're not so familiar with. It may be 2025, but we continue to consistently see examples of organisations ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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