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| | | Prosperity Advisers Group has merged with a Brisbane-based accounting and advisory firm. Prosperity has joined forces with Brisbane-based P+Y Accountants and Business Advisors. P+Y Accountants partners Brenden Yantsch and David Pennell and a team of ... |
| | | | Global funds network Calastone has internally promoted an executive to serve as the new head of its Australian and New Zealand operations. Effective today, Marsha Lee will succeed Teresa Walker, who stepped back from the business at the end of October. ... |
| | | | ... the space, but Saulo said it can't just stop there. "Our investment thesis is that there is a role for philanthropy to play here but it's also about shifting the narrative and conveying to private investors, high-net-worth individuals, as well as ... |
| | | | ... capital raising. He has also held senior roles at Macquarie Group, BT Financial, and Perpetual. Walt said Weingarth will play an integral role in further strengthening the presence of EG's private wealth solutions. "We are excited to build on the ... |
| | | | While traditional equities and bonds still have a place in portfolios, an effective strategy for balancing portfolio volatility and generating yield involves incorporating alternative investments, says abrdn investment director Raf Choudhury. Choudhury ... |
| | | | ... the Superhero family since the start of the financial year," he said. "The additional expertise across the business will play a pivotal role in shaping our future and driving Superhero's commitment to offering exceptional services to our customers and ... |
| | | | ... end, this reform will have transformational impact, with tens of billions in additional funds flowing to charity. It would play a huge role in a great national endeavour - working to make Australia one of the more generous and giving nations on Earth." ... |
| | | | ... operations and generate improved outcomes for clients. Their continued growth demonstrates the important role managed accounts play for financial advisers and their clients," Insignia Financial chief distribution officer Mark Oliver said. He added the ... |
| | | | The Administrative Appeals Tribunal (AAT) has nullified ASIC's ban on Dominique Grubisa, an investment guru and DG Institute founder, from participating in credit activities and financial services. In 2022, Grubisa was banned for four years after ... |
| | | | The Hamton-Hostplus consortium is set to take on the next stage of its $2 billion redevelopment of Moonee Valley Racecourse, having secured a $295 million loan from ANZ. Hostplus first partnered with private developer Hamton on the project in 2017 ... |
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