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| | | ... the year located in Illawarra, Ultimo, and Sutherland. During the period, it launched a badged investment bond in partnership with Generation Life via the Fiducian Growth Fund in a bid to "pre-empt the government's proposed $3 million cap to superannuation ... |
| | | | ... clients," he said. Earlier in the year, First Sentier unveiled a strategic collaboration with AlbaCore Capital Group. The partnership aimed to expand First Sentier's investment portfolio by incorporating alternative credit capabilities. Under the agreement ... |
| | | | Former Bravura Solutions head of portfolio solutions Darren Speirs is set to become Ignition Advice's new business development director for Asia Pacific. Speirs brings over 25 years' experience in the Australian wealth management industry, the last ... |
| | | | The $2.7 trillion managed investment scheme industry is set for a shakeup as a new review is proposing changes that include amending financial thresholds, and liquidity and insolvency requirements. Assistant treasurer Stephen Jones has opened consultations ... |
| | | | Cbus has created a head of portfolio strategies role, bringing on board the former lead of investment model design at AustralianSuper. Leigh Gavin was appointed as the head of portfolio management, a role conceived to drive the superannuation fund's ... |
| | | | ... always believed in developing meaningful and sustainable relationships with leading professional service firms." "Our partnership with Morrows combines our complementary strengths, adopting best practices in risk specialisation with a 'quality over ... |
| | | | Iress appointed two new leads for its Australia and New Zealand wealth businesses who will oversee client services and operations respectively. The ASX-listed firm named Amara Haqqani as its chief operating officer for wealth in Australia and New Zealand ... |
| | | | Capital Partners Private Wealth Advisers has acquired Partnership Wealth Management. In a deal that was finalised yesterday, The Partnership Wealth Management team will merge with Capital Partners, joining a team of 41 which includes 13 wealth advisers. ... |
| | | | ... said. Meanwhile, FNZ APAC chief executive Tim Neville said: "FNZ is delighted to have delivered the Edge platform in partnership with CFS. Our partnership with CFS is truly exciting, leveraging their market leading service, expertise, and reach." "We ... |
| | | | ... the technology, IP and relationships the acquisition will bring." Meantime, Keogh said he is also delighted with the partnership. "The confidence in getting the best price, using automation to transact while meeting compliance requirements has become ... |
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