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Showing 61 - 70 of 3163 results for "Owner"

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
The Financial Advice Association Australia (FAAA) has made a submission to the Jobs and Skills Australia (JSA) consultation on the 2026 Occupation Shortage List Stakeholder Survey. FAAA chief executive Sarah Abood said there is "substantial evidence" ...

Senate report provides fuel for CGT discount tweak

JAMIE WILLIAMSON  |  THURSDAY, 19 MAR 2026
... Senate inquiry into the operation of the capital gains tax discount concluded the concession does skew ownership away from owner-occupiers and impacts wealth and intergenerational inequality. The Select Committee on the Operation of the Capital Gains ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... consultants currently provide similar services across approximately 130 countries around the world. In Australia, AJG is also the owner of Western Australia-based Wealth Management Partners (WMP). WMP is led by managing partner Steve Beattie, and three ...

Influx of data weighing on legacy systems

ELIZA BAVIN  |  WEDNESDAY, 18 MAR 2026
As asset managers are inundated with an influx of data daily, Macquarie Group principal engineer Ranjit Singh told the 2026 AM Tech Day event in Sydney that legacy systems are standing in the way. Singh said legacy systems create a multitude of challenges ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
... billion in funds under advice (FUA) and $4 billion in philanthropic funds. Reilly added: "We believe we have found the right owner for the Wealth Management business to help it continue to grow and deliver high quality products and services to its clients. ...

Aware Super strengthens corporate super team

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
Aware Super has appointed a senior corporate super manager to lead the expansion of the fund's corporate superannuation team. Philip Seubert has been with Aware Super for five years as a business development manager and has more than 20 years of ...

Dexus strengthens infrastructure push with new hire

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
Dexus has bolstered its real assets platform with a new senior investment hire. The group has appointed Sally Box to the newly created role of head of growth market funds, with day-to-day responsibility for the Dexus Community Infrastructure Fund. As ...

ASIC launches beneficial ownership transparency review

KARREN VERGARA  |  TUESDAY, 10 MAR 2026
ASIC is seeking feedback on how it can strengthen transparency around who ultimately owns and controls listed entities, proposing several amendments it hopes will better corporate transparency, market efficiency and oversight. ASIC said its set of proposals ...

Lowy family takes stake in Magellan

KARREN VERGARA  |  TUESDAY, 10 MAR 2026
The Lowy family has acquired a 5.1% stake in Magellan Financial Group via its trust Oryxium. Oryxium splashed $79 million across 9.35 million securities in Magellan to become a substantial shareholder. The major stake comes after Magellan announced ...