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Showing 801 - 810 of 9263 results for "Wealth"

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... Financial has opened its books to Bain Capital after it matched CC Capital Partners' revised takeover offer. It comes as the wealth giant reports several achievements, including growth in its alternatives business. After CC Capital lobbed a revised bid ...

Government must commit to fixing CSLR: FAAA

MATTHEW WAI  |  THURSDAY, 23 JAN 2025
... over many years, and that they took so long to act." "ASIC's own submission to the Senate Economics Committee's Wealth Management Companies Inquiry admits that they initially undertook a significant surveillance exercise with respect to Dixon ...

Iress expands wealth team with multiple new roles

ANDREW MCKEAN  |  WEDNESDAY, 22 JAN 2025
Iress has expanded its APAC wealth propositions team with several newly created roles, including a general manager of wealth propositions, head of partnerships, and head of digital advice. The financial services software business announced the appointment ...

Scarcity Partners enlists former Ophir Asset Management chief

ANDREW MCKEAN  |  WEDNESDAY, 22 JAN 2025
... stake last month - to scale effectively. Scarcity Partners highlighted that his extensive experience in securing private wealth and high-net-worth investor commitments, along with his tenure at Ophir - where he was "instrumental" in growing the boutique ...

Aussie billionaires make $67k per hour: Oxfam

KARREN VERGARA  |  WEDNESDAY, 22 JAN 2025
... from Oxfam, which is 1300 times more than what everyday workers make. The 47 billionaires based in Australia saw their wealth rise by more than 8% or $28 billion last year, the Takers Not Makers report shows. Oxfam found that billionaire wealth is largely ...

Top Pendal executive joins Evidentia

ELIZABETH FRY  |  TUESDAY, 21 JAN 2025
... commitment to continually bring the highest level of investment expertise to bear for our valued clients. Michael's wealth of knowledge will strengthen our approach to delivering value-driven, forward-thinking investment solutions," Evidentia posted. ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration ...

Ethical investment holdings double: CoreData

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
... obtained by Financial Standard seeks to capture shifting sentiment, trends, and responses to market events, across different wealth levels, ranging from mass affluent - investors with a household income of at least $150,000 to $300,000 or personal income ...

$3m super tax will level playing field: Australia Institute

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
... which only go towards inheritance. It is not the role of government to reduce taxation for the richest so they can pass on wealth to their children - especially given Australia has no inheritance tax of any kind." A new report from the Grattan Institute ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... some examples prompting superannuation funds to reassess their relationships with administrators, the Finura's 2025 Wealth Tech Predictions report notes. This year, industry funds will likely "stop merely dabbling in technology" and make decisive ...