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Showing 1 - 10 of 563 results for "Joe"

Esencia merges with HNW advice practice

MATTHEW WAI  |  TUESDAY, 15 SEP 2026
... capabilities and deeper expertise across the business. The merger brings Generation Wealth Partners principals Peter Lee and Joe Jutrisa to Esencia Wealth, with both joining as partners and senior financial advisers. In addition, the merger expands Esencia ...

Integro expands further into Western Australia with merger

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026
Integro Private Wealth has merged with West Australian advice firm Coastline Private Wealth, strengthening its presence across the region. The expansion is part of the advice firm's strategy to expand its national footprint, while integrating its ...

KKR to pocket $24bn from USI sale

MATTHEW WAI  |  TUESDAY, 1 SEP 2026
... quarter of 2026. Aon and USI will continue to operate independently until the closing date. Commenting, KKR co-chief executives Joe Bae and Scott Nuttall highlighted the success of USI under the firm's guidance. "USI is a textbook case of partnership ...

J.P. Morgan launches active Aussie equity ETF

MATTHEW WAI  |  FRIDAY, 14 AUG 2026
... every quarter. Perpetual Trust Services is serving as the responsible entity for the ETF and is managed by portfolio managers Joe Staines, Victor Li, and Aijaz Hussain, collectively bringing over 40 years' experience in the industry. It is the tenth ...

L1 Group hires private client lead

KARREN VERGARA  |  TUESDAY, 11 AUG 2026
L1 Group continues its senior executive recruitment drive, appointing a new local head of private clients. Based in Melbourne, Joel Rosen recently joined L1 Group. Private credit fund manager Wingate confirmed Rosen's departure after spending more ...

Stablecoin to reshape financial services workforce

MICHELLE BALTAZAR  |  THURSDAY, 11 JUN 2026
... statistics, but that could change once it catches up with the global stablecoin market worth US$320 billion. Last month, ASIC chair Joe Longo told the Tech Council of Australia that the regulator is beefing up its regulatory sandbox framework to help ...

CALI seeks life insurers exemption from lead generation ban

RIDDHIMA TALWANI  |  TUESDAY, 9 JUN 2026
... actions of lead generators that are problematic, being the advertising to attract consumers and cold calling. Former ASIC chair Joe Longo has said the most effective way to tackle unscrupulous actors in lead generation activity would be to stop it at ...

ASIC cannot afford to stand still: Longo

VINNY VUCAGO  |  MONDAY, 1 JUN 2026
Outgoing ASIC chair Joe Longo has used his final appearance before the Parliamentary Joint Committee on Corporations and Financial Services to defend the regulator's enforcement record while warning that funding constraints and rapid technological change ...

ASIC flags stronger fintech collaboration

VINNY VUCAGO  |  THURSDAY, 28 MAY 2026
ASIC chair Joe Longo has signalled a more collaborative and innovation focused regulatory approach as artificial intelligence (AI), tokenisation and digital assets rapidly transform Australia's financial service sector. Speaking at the Tech Council ...

ASIC backs Australia's fintech edge as AI reshapes financial services

VINNY VUCAGO  |  FRIDAY, 22 MAY 2026
... integrated into functions including credit underwriting, claims processing, portfolio management and disclosure. ASIC chair Joe Longo said Australia's financial system had a long history of innovation and remained globally competitive in areas such as ...
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