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Showing 761 - 770 of 9268 results for "wealth"

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial advisers will need to improve public awareness to win over millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional ...

Brookfield subsidiary launches credit fund locally

KARREN VERGARA  |  FRIDAY, 14 FEB 2025
... Australian wholesale investors and appointed responsible entity (RE) duties to Channel Investment Management. Brookfield Oaktree Wealth Solutions' fund, which requires an initial investment amount of $100,000, invests in income-generating private ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... solutions, leading strategy and distribution. Before that, Finnigan served at Nikko Asset Management as head of private wealth and earlier worked as Mason Stevens' director of distribution. "We are thrilled to welcome Naomi to our team. Her extensive ...

Reach Alts hires private wealth lead

JAMIE WILLIAMSON  |  THURSDAY, 13 FEB 2025
The HUB24-backed private equity firm appointed a head of private wealth from Aviva Investors. Divyesh Bhana is joining the firm in the new role, coming across from Aviva Investors where he spent the last seven years. He brings over 25 years' experience ...

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 ...