Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 481 - 490 of 9257 results for "Wealth"

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth firms that have clients with more than $1 million in investible assets and demonstrate robust compliance history and fee-for-service ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
... firm's investment strategy and governance. Lipman founded the business following a management buy-out of Investec Bank's wealth management arm in Australia. "Jason brings both institutional discipline and entrepreneurial experience. He strengthens ...

Acenda Group names finance, risk leads

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... she was executive general manager of risk at AMP Life and spent more than a decade at ANZ working across the bank's wealth and banking divisions. Malzard's other roles includes working at Zurich Financial Services and BT Financial Group. Yvonne ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
A financial planning group that began life as a fintech start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released ...

Federated Hermes 'not far away' from launching Australian wholesale products

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
... market," Selman added. "... we're talking to the entire ecosystem of the Australian wholesale market, whether they are wealth managers, banks, research houses or platforms. "Coming into a new market we wanted to do it in the right way constructively ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
... Financial (both up 1%). Interprac Financial Planning had the largest number of new adviser registrations of 51. Alliance Wealth registered 42 advisers, while Charter Financial Planning added 33 new ones. All in all, there were 15,456 ASIC-registered ...

Insignia accepts CC Capital bid

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
... Financial business, our associated brands including MLC, and our vision to become Australia's leading and most efficient wealth management company by 2030," Insignia chief executive Scott Hartley said. "We are and will continue to be focused on executing ...

Younger Aussies want personalised financial advice: CALI

MATTHEW WAI  |  TUESDAY, 22 JUL 2025
... next five years, CALI added. This growth is fuelled by younger Australians, alongside factors such as intergenerational wealth transfer, larger mortgages, a shrinking adviser workforce, and increasing reliance on referral networks. The findings come ...

SS&C to take over Calastone for $1.6bn

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
... our commitment to delivering innovative, scalable solutions to reduce complexity and enhance outcomes for the asset and wealth management industry," he said. Carlyle acquired a majority stake in Calastone in late 2020 but did not disclose the financial ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ...