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Showing 461 - 470 of 11036 results for "Planning"

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
HUB24's total funds under administration (FUA) reached a record $136.4 billion at the end of June. Net inflows for the 2025 financial year were $19.8 billion, up 25% annually. Excluding the $4 billion of migrations during the period, net inflows ...

Macquarie lines up $240m deal for new data centre

ELIZA BAVIN  |  MONDAY, 14 JUL 2025
... facility. The new campus requires subdivision of land, which Macquarie said it expected to take a number of months to receive planning approval for. "Building of new data centres on this campus is expected to be in a few years, in this period Macquarie ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... This is in addition to providing practice management services to advice firms, consulting on matters such as succession planning, client engagement and intergenerational wealth strategies. The parties did not disclose the agreed sum for the deal. InvestSense ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... teams, and drove strategic growth from the front line. Beyond corporate leadership, he has owned and operated financial planning, recruitment, and consulting businesses. "John understands the engine room of advice - from strategy to execution. He knows ...

Super moves: TCorp, Mercer, Commonwealth

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... QBE. At the insurance giant, he had two roles. He began his career as an investment analyst before transitioning to a planning and solutions role, where he reviewed various portfolio segments.

QIC names four new principals

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... Cojan joined QIC in 2021 after previously working at Heathrow Airport, where he served as head of finance for long-term planning and modelling. He is also a non-executive director at Brussels Airport. QIC head of global infrastructure Ross Israel said ...

Australia an 'efficient' market for multinationals

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
... costs and reliable processing times provides organisations with dependable operational parameter for entity management planning." Head of Mercator by Citco Kariem Abdellatif said while markets like New Zealand have fully embraced technology-enabled processes ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... 2023, he was an adviser at MWL Financial Services. He then jumped to CWS Finance, which is under Interprac Financial Planning, between July 2023 and January 2024. ASIC said it was aware authorised representatives from Interprac Financial and Next Generation ...

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

MATTHEW WAI  |  MONDAY, 7 JUL 2025
Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service. The joint venture will see Findex's lending business progressively evolve into a dedicated, lending-first entity, with a 12-month handover period ...

Adviser exam pass rate drops once again

MATTHEW WAI  |  MONDAY, 7 JUL 2025
The results of the 29 th Financial Adviser Exam have been handed down, with only 66% of candidates passing. In the June 5 exam cycle, a total of 237 people sat the exam; 75% (179) sat the exam for the first time. Eighty people (34%) have failed the ...