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Showing 41 - 50 of 9314 results for "Wealth"

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
Centrepoint Alliance has completed the acquisition of the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the ...

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
... until 31 August 2026 or from taking any steps involved in divesting his interest in that entity. Henry worked at Endorphin Wealth for 12 months before moving to Orion Financial Planning in March 2023 and then to BNR Financial Services, according to LinkedIn. ...

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
Esencia Wealth has continued its national expansion strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business. The Shellharbour-based advice firm is Esencia ...

Euroz Hartleys sells capital markets arm to Canada's BMO

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
... business to Canada's BMO Financial Group (BMO) for $145 million in an all-cash deal. The divestment will allow the ASX-listed wealth firm to be a standalone pure-play private wealth business, it said. Both Euroz Hartleys executive chair Andrew McKenzie ...

ETF adoption hits 'meaningful threshold' among SWFs

KARREN VERGARA  |  TUESDAY, 30 JUN 2026
Nearly 40% of sovereign wealth funds have an allocation to ETFs, a new report from Invesco shows, underscoring their expanded roles among institutional investors as their rate of adoption hits a "meaningful threshold". Invesco's Global Sovereign Asset ...

Corruption, governance risks: The cost of doing business in emerging markets?

KARREN VERGARA  |  FRIDAY, 26 JUN 2026
... economies with weak governance frameworks. Countries like the Democratic Republic of Congo, she said, has vast mineral wealth, but struggles to translate natural resources into sustainable economic growth. "For somewhere with unbelievably rich mineral ...

HUB24 appoints Formica to board

VINNY VUCAGO  |  FRIDAY, 26 JUN 2026
... investment executive Andrew Formica as an independent non-executive director, effective July 1, strengthening its board as the wealth platform continues its growth trajectory. Formica brings more than three decades of experience across capital markets ...

Sovereign wealth funds ramp up direct private investments

RIDDHIMA TALWANI  |  THURSDAY, 25 JUN 2026
A new survey on global sovereign wealth funds (SWF) found assets under management allocated to private markets is becoming more active, with funds increasingly manage these exposures in-house than through third-party managers. The survey by Bain and ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... Shin explained the appeal of the transaction and why Australia continues to position itself as a prime opportunity for wealth management expansion. "Australia represents a compelling market for wealth management, supported by strong secular growth drivers ...