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Showing 511 - 520 of 6491 results for "QUAL"

Russell Investments, Reach Alts team up to expand private market access

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
Russell Investments has partnered with private markets platform Reach Alts to broaden advisers' access to private market opportunities in Australia. Reach Alts will draw on Russell's institutional investment management expertise and research capabilities ...

Fortitude Investment Partners acquires majority stake in SMSF audit firm

MATTHEW WAI  |  WEDNESDAY, 2 APR 2025
Fortitude Investment Partners has acquired a majority stake in self-managed superannuation fund (SMSF) audit firm ASF Audits. The investment will improve ASF Audits' client experience and accelerate future growth; the primary capital investment ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
AMP's North has worked with Betashares to introduce Australia's "first targeted geared retirement series." Unveiled today, the Betashares Moderately Geared Managed Account Portfolios, now added to North, are designed to increase exposure to defensive ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

Active Super PM opens asset consultant

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
Active Super senior portfolio manager Ken Pholsena has launched an asset consultancy to help wholesale clients fine-tune their investment strategies across multiple asset classes. Pholsena spent 16 years at Active Super and its predecessor the Local ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
The national advice group welcomed an executive general manager, strategic relationships after also adding a chief financial and operations officer. Matthew Fogarty has joined the Infocus team in the strategic relationships role, bringing more than ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
The Financial Advice Association Australia (FAAA) has come out swinging against Treasury and its second tranche of draft Delivering Better Financial Outcomes (DBFO) reforms, saying it can't support them without "substantial change." FAAA chief executive ...

Oreana targets early education assets with new fund

MATTHEW WAI  |  MONDAY, 24 MAR 2025
Following its expanded footprint in Australia, the property development and investment firm has launched a new fund targeting early education properties for wholesale and institutional investors. The fund is seeking an initial capital raise of $60 million ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements ...