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Showing 531 - 540 of 9260 results for "Wealth"

Potential Insignia takeover edges closer

ELIZA BAVIN  |  TUESDAY, 1 JUL 2025
... come within the next two weeks as CC Capital Partners "continues to actively work towards" making a binding bid for the wealth manager. Insignia confirmed CC Capital is finalising financing and investment committee approvals and that process is expected ...

APRA expects 'no cutting corners' with CPS230

KARREN VERGARA  |  TUESDAY, 1 JUL 2025
... APRA their material service provider register (MSP). Linda Elkins, KPMG Australia's national sector leader, asset and wealth management, recently told Financial Standard that what CPS 230 asks super funds to do is understand their critical processes ...

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... Viridian as about $16 billion of funds across Viridian Advisory, Infinity Capital Solutions and Smartmove Lending, providing wealth advice, investment solutions and mortgage broking services to 15,000 clients. Head of TA Associates Asia Pacific Edward ...

MLC AM delivers real returns for members in FY25

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... US President Donald Trump unleashed a slew of tariffs that were higher than what the market was expecting, leaving many wealth managers jumbled on whether to take an overweight or underweight position on equities. "We turned to our process. Looked at ...

Super moves: PE exec quits Future Fund for ART

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... Retirement Trust as a portfolio manager within the private equity team. Anika Choudhury has left Australia's sovereign wealth fund where she started out a senior analyst nearly five years ago following a stint in First State Super. Before that, she ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... and manage portfolios - offering advisers and clients the transparency, efficiency, and control they expect from a modern wealth solution," Saunders said. Meanwhile, Briefcase founder and chief executive Josh Persky said the partnership breaks down the ...

ASIC appoints ASX inquiry panel

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... Clean Energy Finance Corporation, e61 and Tivan. Commenting, ASIC chair Joe Longo said: "Rob, Christine and Guy bring a wealth of experience in their roles as members of ASX top 20 boards and government investment funds, as well as deep experience across ...

Betashares gearing up to expand Wealth Builder product suite

ANDREW MCKEAN  |  WEDNESDAY, 25 JUN 2025
Betashares has registered a new managed investment scheme, which possibly signals the expansion of its Wealth Builder geared ETF product suite, launched in April last year. The Betashares Wealth Builder Global Shares Geared (30-40% LVR) Complex ETF ...

Super Fierce goes into liquidation

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... co-founders of Super Fierce, officially launched it on International Women's Day in 2022 in the hope of tackling the gender wealth gap. The platform primarily compared superannuation products with the aim of ensuring women retire with more. Super ...

Perpetual IM switches member admin provider

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
Perpetual Investment Management has awarded MUFG Pension & Market Services (MPMS) a mandate to oversee its investor and member administration services. MUFG Corporate Markets will provide services across unlisted registry, listed registry, corporate ...