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Showing 61 - 70 of 10863 results for "Partner"

Acclaim Wealth names chief executive

MATTHEW WAI  |  MONDAY, 31 AUG 2026
... strategic leadership, deep operational expertise and a genuine understanding of what advisers need from their platform partner," Di Girolamo said. "Through her work at money market, she already has strong relationships across our clients and adviser ...

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Iress is building a structured pathway for technology providers to connect with Xplan, its financial planning and wealth management software, helping ease administrative burden on advisers. Iress said the refreshed model moves away from open integration ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... often have to wait until their next meeting with the client to sign off on changes, Townsend Cobain adviser and founding partner Tim Townsend says. "The issue became that very often you might make a decision to make a change to the client portfolios ...

I Squared Capital forays into Aussie private wealth space

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... Rentco, a provider of heavy-duty transport rental equipment. I Squared Capital global chief investment officer and managing partner Gautam Bhandari said: "We believe that we are in the early stages of a global infrastructure supercycle - indebted governments ...

MUFG to acquire GROW Inc

ELIZA BAVIN  |  FRIDAY, 28 AUG 2026
MUFG Pension & Market Services (MPMS), a member of MUFG, a global financial group, announced it has entered into a binding scheme implementation deed to acquire GROW Technology Services (GROW Inc). The acquisition is subject to conditions, including ...

Vanguard to acquire custodian Altruist

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
Vanguard will acquire custodian and investment platform Altruist in a bid to expand into the American independent financial adviser market. The two parties entered into a definitive agreement, the financial terms of which were not disclosed. Outlets ...

Centuria steps away from joint-chief executive model

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
Centuria Capital will be led solely by Jason Huljich from November 27, who will take the role of group chief executive, after joint chief executive John McBain decided to step down from the role, which will also come into effect on the same date. Centuria ...

AUDC supports startup to launch tokenised private credit offering

MATTHEW WAI  |  FRIDAY, 28 AUG 2026
... stablecoin holders. It is co-founded by Jeremy Coombe and Luke Lombe, who are the principal of Apxium and the founding partner of Faculty Group, respectively. Users can deploy capital into underlying Australian-dollar lending activity through Kasu's ...

FEATURE | Group insurance | Dusk to dawn

KARREN VERGARA  |  FRIDAY, 28 AUG 2026
... mental-health claims in the group insurance industry stand tantamount to the crisis at hand. AIA Australia, an insurance partner for several super funds, recorded mental-health conditions comprised nearly one in three group insurance total and permanent ...

MFG profit falls 47% as Barrenjoey lifts combined earnings

VINNY VUCAGO  |  THURSDAY, 27 AUG 2026
Magellan Financial Group's (MFG) statutory net profit has fallen 47% to $88 million in FY26, despite stronger earnings from Barrenjoey helping lift the combined group's operating profit. MFG reported a 9% decline in operating profit after tax ...