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Showing 801 - 810 of 9481 results for "Wealth"

AMP super class action finally hits court

JAMIE WILLIAMSON  |  TUESDAY, 27 MAY 2025
... Business Rollover Section Tailored Super Tailored Super Rollover Plan The initial claims also covered platform funds, being Wealth Personal Superannuation and Pension Fund and The Retirement Plan, and legacy products which were closed to new members ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
Australian investors show a greater willingness to stay with their wealth provider than their global counterparts, according to the 2025 EY Global Wealth Research Report. However, despite this relative loyalty, more than one in five investors still ...

Super tax debate suffocates action for low-income Australians

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
As politicians, industry groups, and financial experts spar over the $3 million super tax, which will only affect a fraction of Australians, another critical problem is being ignored. The "vast majority" of people under 30 will never have more than ...

Centrepoint Alliance locks in hundreds of Brighter Super advice clients

ANDREW MCKEAN  |  FRIDAY, 23 MAY 2025
... associated fees, and the total amount paid for the acquisition. As Centrepoint finalised its acquisition timetable, Australian Wealth Advisors Group became a substantial holder with a 15.1% stake, holding over 30 million shares. On the same day, COG ...

Super moves: Future Fund, WTW

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... Sydney office continues to grow with Edwina Matthew and Anish Gupta joining the organisation. Australia's sovereign wealth fund said Matthew comes on board as director of responsible Investment. Before joining the Future Fund, she was investment ...

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
Private wealth manager Escala Partners is poised for a management overhaul that could see the appointment of a new chief executive, according to people familiar with the matter. Two senior executives - co-chief executive Pep Perry and investment chief ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... advisers the tools to operate at scale. "The message is clear: if you want to build a differentiated, future ready whole-of-wealth investment offering, this is how you do it." S64 said it will work closely with DASH to provide access to a curated roster ...

Rest lands new chief investment officer

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... management business before ultimately taking on the role of executive general manager for investment platforms in NAB's wealth division. Rest chief executive Vicky Doyle said Clancy brings a rare blend of investment, strategic, and commercial leadership ...

Future Fund bags a piece of Transgrid

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... Future Fund chief investment officer Ben Samild said the investment in Transgrid aligns with the $240 billion sovereign wealth fund's risk and return objectives and will help safeguard the portfolio from higher inflation, interest rates, and currency ...

Stockbroking faces 'perception problem'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... business case," Inns said. "We know from a number of reports that in Western economies women are going to be controlling more wealth than men by the end of this decade, and some reports locally are saying that's going to be up around 60-65% of wealth ...