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Showing 71 - 80 of 545 results for "Foster"

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... transfer in Australia over the next 20 years, and Tubman noted HeirWealth's offering has become imperative for advisers to foster "enriching long-term client relationships". "By simplifying data consolidation and minimising manual effort, HeirWealth ...

Partners Group buys local data centre operator

MATTHEW WAI  |  MONDAY, 10 MAR 2025
Partners Group, housing over US$150 billion assets under management, is set to acquire an Australian data centre provider, investing up to $1.2 billion to spearhead "next generation" platforms across Australia. The firm has agreed to acquire GreenSquare ...

TAL director named CEDA chair

ELIZA BAVIN  |  MONDAY, 10 MAR 2025
... said. "At a time of growing political polarisation, fraying social cohesion and geoeconomic uncertainty, it is critical to foster an environment that allows for healthy and open debate. "CEDA provides a safe and welcoming space to debate and discuss ...

Sandi Orleow joins ECP board

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
The professional director has joined the board of ECP Asset Management. Sandi Orleow joins Angela Obree as the second non-executive director of the company. Orleow has over three decades of experience in financial services, asset management, superannuation ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
The private wealth firm has snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment ...

Younger women embrace geared strategies: Data

MATTHEW WAI  |  TUESDAY, 4 MAR 2025
... be well-placed to attract new clients. "Brokers who provide proactive rate adjustments and improve client support will foster stronger advocacy, ultimately driving market share growth."

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
The SMA Reporting Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA ...

MLC wary of but not opposed to bitcoin

ELIZA BAVIN  |  MONDAY, 24 FEB 2025
MLC chief investment officer Dan Farmer said MLC is open to the possibility of investing in bitcoin in the future, but now is not the right time. "Like many institutional investors, we remain in the 'not now', rather than 'not ever' to bitcoin camp," ...

Magellan sees profit fall 10%

ELIZA BAVIN  |  THURSDAY, 20 FEB 2025
... strategic developments that will position the group well for future growth. "The last six months has seen MFG continue to foster strong client relationships and innovate its product offering. Our distribution platform remains a competitive strength ...

Life insurers enhance domestic violence response

MATTHEW WAI  |  THURSDAY, 20 FEB 2025
The Council of Australian Life Insurers (CALI) released new best practice guidance on family and domestic violence that sets new benchmarks for life insurers to better understand and engage with victim-survivors. The detailed framework will help Australian ...