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Showing 701 - 710 of 7106 results for "platform"

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... Australia's large and growing wealth management market, and believe there is a significant opportunity to scale Viridian's platform both organically and through strategic acquisitions." Sippel will join Viridian's board once the transaction ...

Super funds given reprieve from Trump's 'Big Beautiful Bill'

ELIZA BAVIN  |  FRIDAY, 27 JUN 2025
... retaliatory tax proposal. The announcement was made by US Treasury Secretary Scott Bessent overnight on social media platform X (previously Twitter). "After months of productive dialogue with other countries on the OECD Global Tax Deal, we will announce ...

Brookfield to divest retirement living platform for $3.85bn

MATTHEW WAI  |  FRIDAY, 27 JUN 2025
... modern residential accommodation and low maintenance lifestyle for "less than half the median house price." The retirement platform also partners with the Retirement Living Council and other industry peers to advocate for higher standards and consumer ...

APRA dissects retirement products for the first time

KARREN VERGARA  |  FRIDAY, 27 JUN 2025
More than 200 retirement products managing $490 billion in members' retirement savings have come under the watchful eye of prudential regulator APRA for the first time. APRA's latest statistics for the March 2025 period breaks down the state ...

Talent exodus hits Zenith, Lonsec and Evidentia

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... Zenith's strategic direction, overseeing both consulting and research and playing a key role in launching the Mosaic platform. Tang, meanwhile, led Zenith's consulting team, advising on portfolio construction and investment governance. Before ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
Magellan Asset Management has strengthened both its distribution and investment teams with a string of senior hires, sharpening its adviser focus and deepening its equities and infrastructure bench. Andrew Dowling, who joins next month, will be based ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

InvestSMART names chief operating officer

ELIZA BAVIN  |  THURSDAY, 26 JUN 2025
... using ETFs with four active ASX-listed ETFs under its Intelligent Investor brand. InvestSMART also launched its investing platform in March last year, and appointed Rask Invest as its first external investment manager. Under the partnership, Rask Invest's ...

Super Fierce goes into liquidation

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
Super Fierce, the digital advice platform that compares superannuation products, is now in liquidation three years after it launched. Trenna Probert and Craig Swanger, co-founders of Super Fierce, officially launched it on International Women's ...

Perpetual IM switches member admin provider

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
... current needs but also set the stage for future growth." "The foundations laid through this program will strengthen the platform we offer to new clients across the market and allows us to scale readily as we on-board further cross-divisional clients ...