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| | | ... deliver. I'm excited about what we can offer our clients as part of Esencia and the opportunities that lie ahead as we continue helping them achieve their financial goals," Jutrisa said. Esencia Wealth was formed with the combination of Advise Wise ... |
| | | | ... SMSF professionals to use technology to increase service capacity while focusing their expertise on areas where clients continue to value it most, including tax, retirement, estate planning, investment considerations and regulatory change," he said. |
| | | | Former financial adviser and the sole director of Professional Wealth Management, Donald Cuthbertson, has been slapped with 24 offences in the Federal Court of Australia. An indictment filed on August 28 showed Cuthbertson being charged with making ... |
| | | | Australian billionaires' riches are highly concentrated in mining, financial services, technology and property, accounting for 0.7% of the total US$15.1 trillion in global wealth studied by the 2026 Billionaire Census. Global wealth intelligence ... |
| | | | Treasury has released draft legislation on a capital gains tax (CGT) concession for start-ups and small businesses, embedding several amendments that have been lauded as a "substantial win" by an industry body. From 1 July 2027, the bill introduces ... |
| | | | ... clients," Green says. "They've got the capital to break through those barriers. I think we're going to see it continue to move in different directions that spread digital advice." The $430 billion AustralianSuper's recent announcement it ... |
| | | | GQG Partners' continued slump in performance continues as net outflows for funds under management (FUM) stood at US$4.3 billion in August alone, and worse, the firm has been bumped out of the ASX200 index. Investment performance during the month ... |
| | | | ... must exercise particular care and ensure the advice is genuinely in the client's best interests." He said ASIC will continue to target practices that inappropriately or unnecessarily encourage consumers to switch their super. |
| | | | The sustainable investing arm of Natixis Investment Managers (Natixis IM) has established a dedicated private assets team in Australia to support the continued growth of Mirova's Energy Transition Infrastructure (MET) activities. The team will focus ... |
| | | | ... points to 2.5%, in a bid to stabilise inflation at its 2% target in the medium term, as conflicts in the Middle East continue to generate inflation pressures. This is the second rate hike from the ECB since the start of the Iran war. "The unanimous decision ... |
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