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Showing 771 - 780 of 9268 results for "wealth"

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 ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... intelliflo customer success director Jovana Djordjevic said the new update recognises the growing popularity of trusts as a wealth protection tool, with almost a million established in Australia holding assets of more than $2 trillion. "The trust modelling ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Viola Private Wealth has appointed a financial adviser from Mutual Trust, Australia's largest multi-family office, to deliver bespoke, wealth management solutions. The new appointee, Angus Mann, has a 17-year career in financial services, most recently ...

VanEck beefs up Sydney office

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... Australian ETF industry which saw record net flows last year. Neiron expects this record will be surpassed in 2025, with wealth managers increasingly adopting ETFs as the preferred building blocks for portfolio construction. "The Australian ETF market ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... expanding its proposition to serve a broader range of clients, including superannuation, not-for-profit, insurance, and wealth segments while delivering tailored, strategic solutions for institutional investors.

Coller Capital launches first-of-its-kind strategy

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
... Trustees has been selected as the responsible entity for the fund. Coller Capital head of Australia and New Zealand private wealth distribution David Hallifax said the asset class is gaining traction among its targeted investors. "Australian high-net-worth ...

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
The Senate Economics Committee Inquiry into Wealth Management Companies (CSLR and Dixon Advisory) has been deferred from March 27 to July 28 - pushing back the inquiry by four months. Parliament returned this week, and the Senate approved the deferral ...