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Showing 431 - 440 of 9257 results for "Wealth"

BlackRock nabs $122bn Citi mandate

ELIZA BAVIN  |  FRIDAY, 5 SEP 2025
BlackRock has been tapped by Citi Wealth to create a new portfolio offering for its clients - Citi Portfolio Solutions powered by BlackRock. The offering will combine the strategic investment advisory and planning capabilities of the leading global ...

Iress confirms new chief executive

ELIZA BAVIN  |  THURSDAY, 4 SEP 2025
... his appointment, Russell said: "I'm excited to joining Iress at such a pivotal time for the business and the broader wealth technology sector. Iress has achieved a market-leading position by developing trusted technology platforms and long-standing ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
... licensees, advisers and auditors," she said. "We call on government to reinstate the recently discontinued Senate Inquiry Into Wealth Management Companies and broaden its scope to include the collapses of Shield and First Guardian. These failures are ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... Gross revenue of $13.4 million grew from $11.8 million year on year where most of the growth was driven by the private wealth and corporate advisory unit. Clime managing director Michael Baragwanath attributed part of the turnaround to offloading Madison ...

K2 Asset Management seeks M&A partners

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
... advisory services include portfolio construction, optimisation, third-party fund selection and risk monitoring on behalf of wealth management and family office clients. The RE and administration unit services 17 managers across over 30 products. Fees ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
The government has dumped the inquiry into wealth management companies that would have dissected the collapse of firms like Dixon Advisory and the impact on the Compensation Scheme of Last Resort (CSLR). In September 2024, the government referred the ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Focus Financial names Aus exec chair

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... across the organisation," said Adam Birenbaum, president of Focus Financial Partners and chief executive of Focus Partners Wealth. "As we continue to grow, evolve, and integrate, Travis' strategic mindset will be instrumental in building a company ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... after tax - down 1% to $204.1 million - flagging outflows in the asset management business and a softer performance in wealth management due to "uncertainty" surrounding its ownership. Despite the uncertainty, Perpetual said the proposed sale of the ...

Count sees $5.1m cost synergies from Diverger integration

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... said. "We are leading Count into its next growth phase - executing with precision through lour integrated accounting and wealth business model. We are taking advantage of our scale to unlock new revenue opportunities and to remove costs, expanding our ...