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| | | ... their investment portfolio. The study gathered data from 421,000 SMSFs - 69% of all SMSFs - provided by BGL Corporate Solutions, Class, and SuperMate. The research also comes as SMSFs surpassed the $1 trillion milestone in November last year, where Burgess ... |
| | | | ... in the coming weeks. The fund plans to invest in about 15 early-stage companies in Australia and overseas developing solutions in energy, power, transport, logistics, and industrials. Climate Tech Partners focuses on identifying the transition technology ... |
| | | | ... appointee will strengthen the firm's investment management capabilities and its commitment to better deliver financial solutions, Lifespan Financial Planning said. Ian Holliday has been appointed head of research and managed accounts, bringing over ... |
| | | | ... Capital was pleased to partner with Armitage. "The transaction is a prime example of how innovative secondary market solutions can generate flexibility and liquidity for the parties involved and represents one of the few GP-led CVs that have been successfully ... |
| | | | ... phase, typically aged between 30 and 55. Further, Link Wealth will integrate its proprietary back-office solution, Levera Solutions, with the Tasmanian adviser to streamline operations, drive efficiencies, and accelerate business growth. The financial ... |
| | | | ... Investments. Persky founded Briefcase in 2022 after working more than seven years at BlackRock where he led model portfolio solutions for Australasia. At Briefcase, he is joined by chief investment officer Martyn Wild, chief technology officer Sean Doherty ... |
| | | | ... annum until 2030, GDG said. Evidentia was founded in 2018, providing tailored managed account and investment management solutions, and now has near $13 billion in funds under management (FUM), presenting an "exceptional growth opportunity" for GDG. Evidentia ... |
| | | | ... 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 at Mutual Trust, which was established ... |
| | | | ... that while most trustees indicated measuring retirement outcomes was a priority, progress had been incremental. Bravura solutions chief executive for APAC Paul Dunn said AMP's Retirement Health Check reflects how "leading super funds" are stepping ... |
| | | | A former Insignia Financial exec has taken up a leadership role at MUFG Retirement Solutions following the retirement of chief executive Dee McGrath. The firm appointed Frank Lombardo to a newly created role of chief executive for its Australia and ... |
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