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Showing 761 - 770 of 9264 results for "Wealth"

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
... the financial markets perform. "We try not to lose money in any 12-month period, and to grow the value of our investors' wealth over the long haul," fund manager Ruffer said. The fund invests in AUD-denominated shares of the Ruffer Total Return International ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... research services at Entireti - formed through the merger of Australian Unity Personal Financial Services and Fortum Private Wealth - a role he has held for over seven years. Prior to Entireti, he also held research and advice roles across several organisations ...

Bravura delivers profit, pays special dividend

ELIZA BAVIN  |  WEDNESDAY, 12 FEB 2025
... streamline and simplify our enterprise Sonata software platform for the betterment of our other existing and new enterprise wealth clients. Fidelity is a key client of ours and one we are excited to work closely with in the future," he said.

Australians don't trust politicians with their super: FSC

ANDREW MCKEAN  |  TUESDAY, 11 FEB 2025
Australians overwhelmingly distrust the government on superannuation taxes and are wary of placing their confidence in the opposition, according to a new nationwide poll. The nationally representative poll, commissioned by the Financial Services Council ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
... choice" for investors. "We believe DMA's platform offering will bring tangible benefits to Australian financial advisers and wealth managers, while the business will continue to focus on delivering high-touch, high-quality service for self-directed retail ...

Link Wealth expands into Tasmanian market

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
Link Wealth has acquired 60% stake in the Hobart-based Sky Advisers, with the acquisition marking a significant step in Link Wealth's broader roadmap across Australia. The partnership will help drive Link Wealth's values, growth ambitions and operational ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... burden for clients. As every Australian financial adviser and investor knows, tax efficiency is a critical component of wealth management. The importance and benefit of tax optimisation within clients' taxable accounts cannot be overstated." Praemium ...

Renewable energy company secures $160m from Macquarie

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... renewable energy and are starting to play a similar anchoring role in newer segments of the energy transition. Private wealth investors are also entering this space, and we see significant potential for this segment to grow in the future." MAM currently ...

Convicted adviser banned over $2m theft

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... Veeman from August 2009 until the company was deregistered in January 2021. Over the years, he was licensed through Genesys Wealth Advisers; Magnitude Group; and Australian Finance Group. On 14 May 2024, King was convicted of two counts of fraud under ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... advice career began at Sunsuper (now Australian Retirement Trust), followed by a role as a senior research analyst for wealth and insurance at CANSTAR, before becoming a financial planning associate at Capital Focused. Scarrabelotti later became an independent ...