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Showing 731 - 740 of 9266 results for "wealth"

Global tech companies eyeing super funds

ELIZA BAVIN  |  MONDAY, 3 MAR 2025
... tech companies' range in their capabilities from data solutions, security servicing and custody, and solutions for the wealth sector. "I think this will be the first time that we actually get to see real technology adoption and trends coming into our ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... reduce the end cost to our clients by better utilising our current products and solutions," it said. Clime's private wealth offering - Clime Private Wealth (CPW) and MTIS Wealth Management are in the process of fully integrating with CPW Queensland ...

ClearView Wealth's profit bleeds 22% in HY25

MATTHEW WAI  |  FRIDAY, 28 FEB 2025
ClearView Wealth's profit took a blow with its underlying net profit after tax (UNPAT) down 22% to $15.2 million in the six months to 31 December 2024, saying the slump was due to an "aberration" in the claims experience in the first quarter of FY25. ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... BondAdviser, a debt-focused financial services provider. However, Nassios has had a long career in helping families protect their wealth, including with the Myer Family Company. The investment chief - who currently chairs the Actuaries Institute's ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... superannuation and investments manager. Following Dixon's departure, Wilson stepped into the role of head of distribution for wealth and intermediaries at Remara. I'm excited to work alongside the leadership team here and help our company grow ...

Super fund looks to AI

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... our members improved help and insights so they can be more confident in achieving their retirement goals." Baker brings a wealth of expertise in data and innovation to Aware Super, her career included significant roles at Altis Consulting, the country's ...

Perpetual profits dented after KKR deal goes up in smoke

ANDREW MCKEAN  |  THURSDAY, 27 FEB 2025
... million in the first half, driven by higher assets under management (AUM) in asset management and continued growth in its wealth management and corporate trust businesses. The company's operating revenue for the year was $686.2 million, an increase ...

Chalmers looks to trade super pool for minerals with US

ELIZA BAVIN  |  THURSDAY, 27 FEB 2025
... especially considering Australia had a population smaller than Florida or California". Bessent added that unlike large sovereign wealth funds, Australia's retirement savings growth was not dependent on particular commodity prices. "That's what I was ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... service offer to help advisers cost-effectively serve clients with off-platform asset holdings and provide a single view of wealth. "HUB24 rolled out dedicated AI educational presentations during the year via PD days, webinars, licensee conferences and ...

NGS Super shutters direct investment option

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... viable to continue offering the service. NGS Super's Self-Managed Direct Investment Option (DIO) was provided via OneVue Wealth Services. However, OneVue has advised it is discontinuing the service. The super fund said that with only a "small number ...