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Showing 561 - 570 of 5820 results for "Solutions"

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... the $4 billion of migrations during the period, net inflows were $15.8 billion. The takeover of custody and technology solutions from Equity Trustees (EQT) namely drove the migration amounts. About $1.5 billion was migrated from EQT in October 2024. ...

Pinnacle continues North America expansion with new recruit

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... were hand-picked for their investment excellence, which provides clients a diverse and best-in-class suite of portfolio solutions. "Canada presents a significant opportunity for Pinnacle - boutique managers remain underrepresented in professionally managed ...

MA Financial gives $200m to legal finance platform

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... including the cost-of-living crisis, making separation even more precarious. MA Financial executive director, global credit solutions Guy Kaufman said JustFund's operating model remains consistently attractive. "... particularly given its substantial ...

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 ...

James Mawhinney contravened law: Federal Court

KARREN VERGARA  |  FRIDAY, 11 JUL 2025
... entities within the group - Mayfair Wealth Partners traded as Mayfair Platinum and changed its name to Australian Income Solutions in mid-2020. In April 2021, the Federal Court restrained Mawhinney from promoting and raising funds through financial products ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... added two executives to its growing team as it expands its partnership-driven consulting and adviser-aligned investment solutions. Berit Deagan joins as head of business development and John Burton as head of business solutions. With over a decade of ...

Super moves: TCorp, Mercer, Commonwealth

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... insurance giant, he had two roles. He began his career as an investment analyst before transitioning to a planning and solutions role, where he reviewed various portfolio segments.

Rest Super loses investment risk lead

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... superannuation, asset management and treasury, specialising in investment strategy. A former senior portfolio manager of quant solutions within QSuper's investment strategy team, Leck focused on portfolio construction, research and performance measurement. ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... endowments. "I'm extremely excited about being closer to the end client and supporting advisers to build customised solutions for their high net worth and ultra-high net worth clients," he added. His recruitment follows the recent appointment of ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... 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 Praemium for administration ...