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Showing 671 - 680 of 9257 results for "Wealth"

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... rather than the client." Singh said the financial advice industry "plays a crucial role as gatekeepers protecting consumers' wealth in and ensuring their financial security". "While most advisers act in their clients' best interests, problematic business ...

Talaria taps Equity Trustees as RE for three funds

ANDREW MCKEAN  |  TUESDAY, 1 APR 2025
... volatility and enhance returns, with an emphasis on income generation and capital growth. "... the funds aim to grow real wealth while managing risk," Equity Trustees said. Talaria chief executive Jamie Mead said the firm's bottom-up research focus ...

Fink takes private markets to next level

KARREN VERGARA  |  TUESDAY, 1 APR 2025
BlackRock chief executive Larry Fink says the fund manager can upend the public-private market divide in the same way it has capitalised on active and passive investing. In his annual letter to investors, Fink said assets in the form of data centres ...

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... and benefits for the acquired firm. Mason Stevens will benefit from the deal by increasing investment in its integrated wealth platform and services for practices, enhancing client experience, improving efficiency, and supporting scalable growth and ...

Queensland adviser banned for five years

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... alone or in concert with one or more other entities, each of Balanced Life Financial Group Pty Ltd (BLFG) and Balanced Life Wealth Strategies Pty Ltd (BLWS); and until 30 September 2025, perform any function involved in the carrying on of a financial ...

Pearler Super launches, new FHSSS product imminent

KARREN VERGARA  |  MONDAY, 31 MAR 2025
... Meanwhile, HomeSoon, a feature of Pearler Super, will launch in four days' time. "We built Pearler Super to help them build wealth earlier and HomeSoon to give first home buyers much needed help in using the First Home Super Saver Scheme," the website ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... facto capital, stable investment product that the scheme guarantees,'" he said. The Senate Economics Committee Inquiry into Wealth Management Companies (CSLR and Dixon Advisory) has been deferred from March 27 to July 28 - a four-month delay. The Financial ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... Haus will assume the role of executive chair of Equity Story Group, as the latter plans to expand its presence in private wealth and funds management. Current executive chair Ross Landles, who will move to a consultancy role, will be replaced by Capital ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... long-serving distribution lead. Daniel Bullock - who worked at GQG for six years - has been appointed EQT's head of private wealth in Australia. Under his leadership, GQG's distribution team raised over $5 billion in assets under management and built ...