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Showing 501 - 510 of 9257 results for "Wealth"

Australian Ethical promotes pair to accelerate growth

MATTHEW WAI  |  WEDNESDAY, 16 JUL 2025
... Meanwhile, Theau will lead the investment management business offering managed funds through financial advisers and private wealth firms as group executive of investment management and chief investment officer. His role will oversee the growth of this ...

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 ...

MA Financial gives $200m to legal finance platform

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... legal process," JustFund co-founder and executive chair Craig Carroll said. "Even people who have worked hard and built wealth can find themselves unable to afford legal representation when it matters most." Since its inception in 2022, JustFund has ...

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
Padua Solutions is strengthening its data capabilities with the acquisition of Wealth Data following a successful capital raise, which closed at $2 million over its target. Wealth Data provides insights on advisers, superannuation funds, and self-managed ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
Betashares is acquiring managed accounts business InvestSense to create Trellia Wealth Partners out of the deal. Trellia will have about $8 billion in funds under management and will operate as a standalone business, of which Betashares will contribute ...

Rainmaker names new executive director of research

ELIZA BAVIN  |  MONDAY, 14 JUL 2025
... Christopher Page said: "We're delighted to welcome David as our new executive director of research, bringing an immense wealth of experience and impressive track record to the role." "His appointment highlights our commitment to delivering superior ...

James Mawhinney contravened law: Federal Court

KARREN VERGARA  |  FRIDAY, 11 JUL 2025
... Core Notes. Last April, Mawhinney was arrested and charged with engaging in dishonest conduct for allegedly claiming IPO Wealth Group owned companies that it did not. On his website, Mawhinney boasts that he: "Successfully launched multiple fixed income ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... does," Roga added. For his part, Burton arrives with over 25 years of leadership in financial advice, private banking, and wealth strategy. He joins from Lonsec where he was head of sales. Burton has held senior roles at MLC, BT, and ANZ, where he built ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... investment Douglas Isles and head of institutional distribution Charlie Brooks have both exited the business, along with private wealth strategic account manager Michael Rockliff. Isles, a longstanding member of the firm's management committee, will ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... high-quality, scalable administration services that enhance operational efficiency and support the delivery of sophisticated wealth solutions. Praemium chief executive Anthony Wamsteker said the decision by the wealth management firm to partner with ...