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Showing 881 - 890 of 24701 results for "High"

Regal Partners revamp sees promotion

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... director, distributing and driving growth in funds under management for their affiliated boutiques. Her focus was on the high-net-worth, broker, private bank, and retail advisory channels in New South Wales, Canberra, and New Zealand.

Fidante partner hires from WTW

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
Fidante's Partners new affiliate Fulcrum Asset Management has hired a high-profile liquid alternatives specialist as chief strategy officer Fulcrum has welcomed Sara Rejal to the newly created role as the London-based asset manager moves to expand ...

HMC Private adds investment director

ELIZABETH FRY  |  THURSDAY, 16 OCT 2025
... Based in New South Wales, Dan Annan will work closely with investors to deliver private credit investment opportunities to high-net-worth individuals. Annan brings more than 20 years of experience across institutional and wholesale distribution, global ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
MLC's super and retirement platform, MLC Expand, is rolling out a slew of artificial intelligence (AI) automation tools that it says could save advice practices hundreds of hours per month. Over the coming months, MLC Expand is launching automation ...

Equity Story to raise $3.5m to enter property sector

RIDDHIMA TALWANI  |  THURSDAY, 16 OCT 2025
... looked to expand its wealth management footprint. Through the acquisition it had hoped to gain access to full-service retail, high-net-worth investment advice and stronger corporate advisory capabilities. The transaction would have helped Equity Story ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The retirement savings of thousands of Australians have been lost in the First Guardian and Shield failures and, while investigations are ongoing, the blame for their collapse and the misconduct that led to it is being passed around like a football ...

FINSIA's struggle to find scale

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The Financial Services Institute of Australasia (FINSIA) has a more than 135-year history in Australia. It was formed in 2005 by the merger of the Australasian Institute of Banking and Finance, which was established by a group of bankers in 1886, and ...

Former First Sentier PMs join Blackwattle

KARREN VERGARA  |  WEDNESDAY, 15 OCT 2025
Blackwattle Investment Partners has taken in three of First Sentier Investors' (FSI) former portfolio managers who are set to launch a new strategy in 2026. Rudi Minbatiwala, Jason Moodie and Marlon Chan were all part of FSI's equity income team until ...

APRA lifts final Westpac capital add-on

KARREN VERGARA  |  WEDNESDAY, 15 OCT 2025
APRA has lifted Westpac's remaining $500 million capital add-on after the bank completed its multi-year risk transformation program spurred by several breaches and misconduct. APRA slapped the first $500 million capital add-on in July 2019 as a ...

Classic 60/40 approach underdelivers for women retirees

JAMIE WILLIAMSON  |  TUESDAY, 14 OCT 2025
Women with their retirement savings invested in a traditional 60/40 portfolio are more likely to run out of money early, according to a Monash University study. The study looked at how well the 60/40 strategy supports retirees - both male and female ...