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Showing 1 - 10 of 1846 results for "Financial Group"

Raiz names new chief executive

KARREN VERGARA | WEDNESDAY, 3 JUN 2026

... as chief executive on June 1, wrapping up a stint as chief executive of private markets investment firm Keyview Financial Group, which he assumed last November. Raiz chair Kelly Humphreys said the board has worked with Malone to determine the right time ...

Former Insignia boss joins InvestStream

MATTHEW WAI | MONDAY, 1 JUN 2026

... as a non-executive director at the Financial Services Council (FSC) alongside director roles across Shadforth Financial Group and Bridges Financial Services. Commenting, InvestStream founder Jason Hoang welcomed the industry stalwart. "Renato has operated ...

Platforms should be wary of cutting options: Experts

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

... on platforms could restrain client choice. Speaking at the Morningstar Investment Conference 2026 in Sydney, BT Financial Group chief executive Matt Rady noted the role of platforms as a core component of the financial system enabling efficient transition ...

Bell Financial launches Tandem Capital

VINNY VUCAGO | WEDNESDAY, 20 MAY 2026

Bell Financial Group has announced the launch of Tandem Capital expanding its platforms division with a new margin lending and at-call investment offering aimed at advisers and their clients. The new business will provide advisers with access to margin ...

Vital Business Partners names chief executive

MATTHEW WAI | WEDNESDAY, 20 MAY 2026

... June 1. Prior to Godfrey Pembroke, Fisher was the managing director of Securitor, and held senior roles at BT Financial Group, Westpac and Macquarie Group previously. As chief executive, Fisher will support the firm's adoption of new technology like ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA | TUESDAY, 19 MAY 2026

... higher and stickier and rates are going to be higher - and that will put pressure on corporates and households." MA Financial group executive head of global credit solutions Frank Danieli said in the defensive part of a 60-40 portfolio, with the 40% ...

Channel Capital appoints distribution director

STAFF WRITER | THURSDAY, 14 MAY 2026

... strategies. He was also at Lonsec Investment Research as an investment analyst and in a client-facing role at Shadforth Financial Group (Insignia Financial) previously. "Xavier brings exactly the right attributes and mindset, including a wealth of experience ...

Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI | FRIDAY, 8 MAY 2026

Bell Financial Group (BFG) said it will continue to diversify its revenue streams to transform into a broader and more holistic wealth manager to respond to the changing structural landscape of the Australian wealth industry. It reported unaudited net ...

JANA hires general manager, wealth

JAMIE WILLIAMSON | THURSDAY, 7 MAY 2026

... position of general manager, wealth. Leman was most recently head of managed accounts and direct equities at BT Financial Group, a role he held since 2019. Previously, he was head of platforms investment product development. Prior to BT, he spent four ...

Magellan awards $5.3bn global equities mandate

ELIZA BAVIN | TUESDAY, 5 MAY 2026

Magellan Financial Group has announced proposed changes to the investment management arrangements for its global equities strategy. The Magellan Global Fund - Open Class Units - Active ETF (ASX: MGOC) and the Magellan Global Fund Hedged investment strategy ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

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

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

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

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

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

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

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

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