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Showing 961 - 970 of 18797 results for "services"

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... $17.9 million for outperformance. Lincoln Indicators has about 3300 high-net-worth (HNW) investors using its research services and three managed funds, being the Lincoln Australian Income Fund, the Lincoln Australian Growth Fund, and the Lincoln US Growth ...

Equity Story to buy advisory firm Baker Young

ANDREW MCKEAN  |  TUESDAY, 22 APR 2025
... pursuing a strategy of selective M&A opportunities that align with its commitment to deliver accessible, high-quality wealth services to retail and high-net-worth investors across Australia. This acquisition expands Equity Story's wealth management division ...

MSCI, Moody's launch private credit risk tool

KARREN VERGARA  |  TUESDAY, 22 APR 2025
... insights backed by the independent methodologies, MSCI said. The two firms said the solution "will be distinct from the services provided by Moody's Ratings, the credit rating agency, to the issuers in the private credit market." MSCI is supplying ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... platforms, private banks and advisory firms. Before joining Mercer in July 201 in a senior consulting role, his financial services experience included four years at van Eyk, where he managed relationships with major wealth management corporations and ...

Industry veteran joins Aus Ethical

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Australian Ethical Investment has appointed a seasoned financial services executive director to the board as an independent director. Currently sitting on the boards of MetLife Insurance Australia and IMB Bank, Brian Bissaker brings over three decades ...

Spender criticises Labor's 'lack of urgency' on advice reforms

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
... urgent advice reforms. Speaking at the Financial Advice Association Australia's (FAAA) federal election financial services summit, Spender said while minister for financial services Stephen Jones has worked to deliver some reform, she wished there ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... assets frozen. ASIC said it was aware of authorised representatives from Interprac Financial Planning, MWL Financial Services, Financial Services Group Australia, and Next Generation Advice having recommended investment in the Shield Master Fund. About ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...

Japan's first digital investment platform for private assets goes live

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Tokyo-based financial services firm Keyaki Capital has launched what its describes as a "first of its kind" online platform to exclusively offer private equity, private credit, and other private asset investment funds to Japanese high-net-worth investors. ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
... don't exist in the retail hybrid market." Perpetual has been appointed as the standard custodian, supported by trustee services from Trustees Australia Limited. The launch follows State Street Global Advisors and Investment Trends' recent report ...