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Showing 41 - 50 of 456 results for "Model T"

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...

Zenith reaffirms Metrics ratings amid doubts

MATTHEW WAI  |  WEDNESDAY, 17 SEP 2025
Zenith Investment Partners has reaffirmed all ratings for Metrics Credit Partners' funds following the recent downgrades by another research house. Two of Metrics' funds were downgraded by Lonsec over governance concerns earlier this month. ...

CSLR a 'shared responsibility' for all AFCA members: SMSFA

MATTHEW WAI  |  THURSDAY, 11 SEP 2025
Responding to the Treasury consultation on the Compensation Scheme of Last Resort (CSLR), the SMSF Association (SMSFA) agrees the most efficient and equitable way to fund the special levy is to spread it across all Australian Financial Complaints Authority ...

Vinva, Barrenjoey buoy Magellan's earnings

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
Vinva Investment Management and Barrenjoey Capital Partners helped bolster Magellan Financial Group's (MFG) earnings in the 2025 financial year, offsetting lukewarm performance in the investment management business. Vinva and Barrenjoey drove the 202% ...

Banned director sentenced for running financial services firm

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
A former company director has received a prison sentence after he was found to have continued to run a financial services business despite having been banned from doing so. In 2018, Joshua Fuoco was found to have engaged in misleading and deceptive ...

Fin365 to build one-stop-shop for financial firms

MATTHEW WAI  |  MONDAY, 16 JUN 2025
The Victorian-based software solution company for financial services has acquired Qwrk Outsourcing to formulate a one-stop-shop for outsourced services as demand grows. Qwrk was founded in 2010 as a paraplanning firm that transitioned into a full-suite ...

Former TCorp exec sets up consultancy

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
A longtime investment professional has set up an investment consultancy to advise superannuation funds on the total portfolio approach (TPA) to investment. Nigel Wilkin-Smith founded Long Horizon Enterprises to address what he sees as a glaring gap ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
Financial Advice Association Australia (FAAA) chief executive Sarah Abood has voiced concerns about the future of Div 296, given Labor's overwhelming victory at the federal election. The proposed 30% tax on superannuation balances above $3 million could ...

Global X China Tech ETF in the works

ANDREW MCKEAN  |  THURSDAY, 1 MAY 2025
Global X is preparing to launch a China technology ETF, citing the country's shift from policy planning to delivery, stabilising fundamentals and depressed valuations, while also emphasising the critical nature of selective exposure. Ahead of the launch ...

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 ...