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Showing 81 - 90 of 615 results for "Wealth manager"

Iress wealth technology lead exits

MATTHEW WAI | THURSDAY, 19 DEC 2024

Iress' wealth manager chief technology officer Anthony Gerrits has called time on his tenure at the financial service technology software firm after seven years. Iress has confirmed the search of his replacement is currently underway. In the role, which ...

Insignia rejects Bain Capital takeover proposal

ANDREW MCKEAN | WEDNESDAY, 18 DEC 2024

... Financial has rejected the takeover proposal put forward by Bain Capital last week. In an ASX announcement, the wealth manager said its board believes that, based on its view of the fundamental value of the company, the proposed transaction doesn't ...

Perpetual takeover 'not in the best interests of shareholders'

ANDREW MCKEAN | TUESDAY, 17 DEC 2024

... Kravis Roberts (KKR) has been deemed not in the best interests of shareholders. An independent expert informed the wealth manager that the risk and magnitude of increased potential tax liabilities, if the transaction were to be implemented, mean that ...

AMP nabs Mercer wealth manager

ELIZABETH FRY | THURSDAY, 12 DEC 2024

Mercer Australia's wealth management business has lost its strategic relationship leader to the AMP superannuation and investments team. On Monday, John Allmey joined the firm as national manager of strategic partnerships. In his new role, Allmey ...

Nuveen extends private credit fund to Australian investors

ELIZA BAVIN | TUESDAY, 3 DEC 2024

Nuveen has extended access to its private capital platform to Australian wholesale investors via the launch of the Nuveen Churchill Private Credit Income Fund. Nuveen said the fund has already secured early investment from a range of Australian wealth ...

DWS, S64 launch sustainable infrastructure offering

MATTHEW WAI | MONDAY, 18 NOV 2024

DWS has launched a sustainable infrastructure focussed Wholesale Australian Unit Trust for Australian private wealth managers in a partnership with S64, the alternatives fintech. The offering empowers financial intermediaries to distribute private markets ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN | MONDAY, 18 NOV 2024

Fintech firm elemnta has released new research looking at data-related challenges impacting Australia's wealth management sector. The research highlights data fragmentation and lack of standardisation as the primary hurdles preventing scalable ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON | WEDNESDAY, 13 NOV 2024

... intelligence (AI) and a direct-to-consumer superannuation push will see it become Australia's "leading and most efficient" wealth manager and save $200 million per annum by 2030. Revealing its five-year strategy at its investor day today, Insignia Financial ...

Perpetual reveals decade of philanthropy insights

ANDREW MCKEAN | TUESDAY, 12 NOV 2024

... into the philanthropic and charity sectors. In a special edition of its annual philanthropy insights report, the wealth manager said despite incremental changes in funding across some sectors, overarching trends have held relatively steady, largely thanks ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA | WEDNESDAY, 23 OCT 2024

The controversial $370 billion pact between the US, Australia, and the UK, or 'AUKUS', is being sold as a boon for the economy and nation-building exercise that will amplify defence capabilities and strengthen regional security. But is it all ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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