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Showing 591 - 600 of 5467 results for "Expand"

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
The Australian Securities and Investments Commission (ASIC) said reviews are underway into why consumers are advised to establish an SMSF. Plans for the review were first announced in ASIC's Corporate Plan 2024-25 and the regulator has now confirmed ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... management make him an invaluable addition to Lifespan." "Ian's expertise will be instrumental as we continue to enhance and expand our MDA and Managed Portfolio Service offerings to advisers and their clients." According to Rainmaker information ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
A global financial services and technology company has agreed to acquire a majority stake in Saxo Australia, expanding its offerings to the local market, flagging a brand revamp will be revealed after the completion of the transaction. Johannesburg-based ...

Link Wealth expands into Tasmanian market

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... added. "With Levera's support, we can rapidly scale operations, increasing adviser productivity and enabling practices to expand. The plan is to triple Sky Advisers' business in the next year." Sky Advisers managing director Daniel McCarthy is excited ...

Australian super assets set to become second largest globally: WTW

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Australia's superannuation assets have jumped 500% over the last 20 years and are on track to become the second-largest pension market globally by 2030, the WTW's Thinking Ahead Institute predicts. Australia's superannuation assets reached more than ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
Generation Development Group (GDG) will acquire 100% of Evidentia Group for $320 million, as it looks to grow its foothold in the managed accounts space. The transaction will be partly funded by a fully underwritten equity raising of approximately $287.9 ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... wanted to give my clients is more encompassing," she said. For now, Scarrabelotti said there are no immediate plans to expand her practice, instead focusing on providing high-quality service to her existing clients. Scarrabelotti said she intends to ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Viola Private Wealth has appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
Foresight Analytics has appointed a new head of research as it looks to expand its coverage. Rob da Silva joined Foresight Analytics & Ratings, the research subsidiary of the Sydney-based group, last month. He spent more than eight years at SQM Research ...

Moonfare launches in Australia

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... potential clients in Australia. We look forward to bringing the Moonfare experience to many more eligible investors as we expand our presence in the region." Banks said Moonfare's proprietary portfolio investments provide instant diversification ...