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| | | ... very large client that pulls the money, then that creates a big risk for your business." Aoris targets family offices, ultra-high-net-worth investors, and offers direct investments such as unit trusts and managed accounts, and indirectly via financial ... |
| | | | Sequoia Financial Group's embattled licensee and adviser services division flagged it is currently making healthy earnings but expects to take a hit from the First Guardian Master Fund and Shield Master Fund debacle. The unit, which is embroiled in ... |
| | | | ... growth, which has increased its ranking to number two in the licensee market, driven by continued adviser recruitment and high retention rates. Centrepoint saw its net profit after tax (NPAT) reduce by over $2.6 million in FY25 on the back of increased ... |
| | | | Australian Wealth Advisors Group (AWAG) has made two strategic investments, in Avalon Financial Services and SWR Chartered Accountants, doubling its authorised representatives from 40 to 80 across Australia. Avalon is a Sydney-based company specialising ... |
| | | | ... with the challenges coming at us, the mid-year update will highlight Australia's enviable combination of low unemployment, high participation, real wages growth and an economy and private sector that are strengthening," Chalmers said. "Responsible economic ... |
| | | | ... leadership is invaluable. "In addition to his outstanding investment credentials, Gerald brings a proven ability to build high-performing teams, design best-in-class investment processes and executive seamless succession planning," she said. "Since joining ... |
| | | | The professional indemnity insurance (PII) sector will be forced to play a bigger role in making the Compensation Scheme of Last Resort (CSLR) sustainable, Assistant Treasurer Daniel Mulino proposes, as the Opposition slams the scheme for "constantly ... |
| | | | Aberdeen Investments has reached an agreement with MFS Investment Management to acquire nine MFS funds to create two separate closed end funds. Aberdeen Investments has reached an agreement with MFS to acquire the management of nine closed end funds ... |
| | | | ... $7.5 million. The partnership will advance Praemium's ambitions of enhancing its artificial intelligence-powered tools for high-net-worth financial advisers, by leveraging Technotia Laboratories' proprietary technology and scientific expertise. Since ... |
| | | | ... were also worried that inflation would be sticky, and that has turned out to be quite true and bond yields have stayed quite high." Miller said geopolitical concerns, as well as higher inflation, are two issues which will continue into the new year ... |
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