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Showing 551 - 560 of 9257 results for "Wealth"

IFM Investors chief of staff exits

JAMIE WILLIAMSON  |  MONDAY, 16 JUN 2025
... said. Prior, Haqqani had been with Iress for six months. There, she held several roles including interim chief executive of wealth and chief product and operating officer for Asia Pacific. She's also previously worked as chief client strategy officer ...

Evidentia announces two new starters

ELIZABETH FRY  |  THURSDAY, 12 JUN 2025
... attracting the most talented professionals in the industry to continually enhance our service and advice to our partner Private Wealth firms." A second starter, Pierre-Hedzer Marchi,has also joined as head of quantitative Investments.He held a similar ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
... February 2024. During this time, Rogan was a financial adviser with Fincare and an authorised representative of Private Wealth Pty Ltd. Her authorisation was revoked in February 2024. Rogan was banned for engaging in misleading or deceptive conduct. ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... how they have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across Europe, Asia Pacific, and the US to explore the use ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
... International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global research ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... institutional mandates, State Street - whether directly or, more often, indirectly through superannuation funds - touches the wealth of many Australians. Speaking to Financial Standard, SSGA head of Asia Pacific Kevin Anderson mapped out the firm's ...

Iress' superannuation consulting business changes hands

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... the firm needs to providing leading services at scale around the most relevant technologies for the superannuation and wealth management industry. He added that the Acurity software suite, which is "deeply embedded" in the wealth management sector, strengthens ...

Perpetual mulls tie up with Partners Group

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... long-term value for our clients and stakeholders," Scott said. In February, Perpetual called off KKR's courtship of its wealth management and corporate trust operations and spinning out its asset management business. Perpetual chief executive and ...

ASIC shrinks IPO timetable to boost listings

MATTHEW WAI  |  TUESDAY, 10 JUN 2025
... listed markets to remain competitive with global peers and private capital, as well as provide retail investors with more wealth creation opportunities." Additionally, ASIC is also announcing a class no-action position where an eligible company accepts ...

Link Wealth acquires boutique advice firm

ANDREW MCKEAN  |  FRIDAY, 6 JUN 2025
Link Wealth's national expansion is continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across ...