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Showing 811 - 820 of 9268 results for "wealth"

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 ...

Iress sells superannuation business

ELIZA BAVIN  |  MONDAY, 20 JAN 2025
... follows a strategic review as part of the company's transformation program. Iress said while it sees opportunities within its wealth business to continue delivering software to superannuation funds, it would cease being the owner of a regulated superannuation ...

CC Capital outbids Bain again, increases Insignia offer

JAMIE WILLIAMSON  |  FRIDAY, 17 JAN 2025
... for Insignia Financial, Morningstar analysts described the offer as "relatively attractive" and said it vindicated the wealth manager's improved fundamentals. Morningstar analyst Shaun Ler said at the time that the proposal also vindicated the research ...

Investors should avoid overvalued US sectors: Talaria

ELIZA BAVIN  |  FRIDAY, 17 JAN 2025
... not to outperform in every market rally, but to offer stability and consistency giving the best prospect of compounding wealth long term," he said.

Goldman Sachs AM nabs Fidelity veteran

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... Sachs has confirmed that Sabrina Gan has joined the client solutions group as a managing director and head of third-party wealth in Southeast Asia. Based in Singapore, Gan will focus on driving growth with our third-party wealth clients across the region. ...

Oaktree veteran jumps to Avari

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... acquiring over $700 million of real estate and managing over $300 million in real estate credit with a investor base of private wealth firms, family offices and institutions.