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Showing 41 - 50 of 7053 results for "Platform"

ARK Invest awards local distribution mandate

KARREN VERGARA  |  FRIDAY, 3 JUL 2026
... private or public. The fund holds between 25 and 50 companies, some of which include Anthropic and prediction market platform Kalshi. SpaceX is the biggest holding at 17% followed by OpenAI at 11.5%. Incepted in 2022, the fund has a weighted average ...

Australian Unity names new wealth chief

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
Australian Unity has named the successor of Esther Kerr, who departed the organisation last year. Balaji Gopal will join the firm as chief executive and group executive for wealth and capital markets on August 24, replacing Adam Vise who has been in ...

MaxCap appoints chief executive

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... to succeed as chief executive to deliver firm's long-term strategy," the spokesperson said. "With the investment platform now scaling at pace, formalising the chief executive role provides dedicated leadership to oversee execution and position the ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... moves its consumer-facing businesses to TAG where they can be integrated into a larger, founder-led advice and accounting platform. Meanwhile, WT Financial can retain exposure through direct TAG equity and dividend flow. "This is exactly how the Hubco ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... client groups. "That fund had been approved at every relevant level of the financial services chain: the licensee, the platform, the superannuation trustee, and an independent research house. It has since become the subject of regulatory stop orders ...

Euroz Hartleys sells capital markets arm to Canada's BMO

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
... combining our global distribution capabilities with deep local expertise in Australia, we are building a more connected platform that will enable clients to access capital and opportunities across markets." McKenzie said the combination will bring together ...

Advice fee spike raises super concerns: SMC

VINNY VUCAGO  |  MONDAY, 29 JUN 2026
... and warned many younger Australians with balances below $100,000 were moving into self-managed super funds (SMSFS) or platform products that carried significantly higher costs. According to the analysis, SMSF operating costs for members with less than ...

ASIC calls out platform trustees: 'Clear breach of trust'

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
... repeated warnings from regulators about the dangers of poor oversight. ASIC's report Safeguarding super: How well are platform trustees monitoring risks to retirement savings, reviewed six platform trustees entrusted with over $300 billion in retirement ...

HMC Capital wins $1.3bn private credit insto mandate

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
... earnings. "Introducing institutional capital is a major step in building a larger and more diversified private credit platform that can capitalise on Australia's growing CRE private credit market opportunity," HMC Capital chief executive and managing ...