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Showing 1 - 10 of 563 results for "Latter"

Viridian promotes to investment team, launches Infinity

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
... 15,000 clients. Global private equity firm TA Associates took an undisclosed investment in Viridian last year to help the latter accelerate its next phase of growth.

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... companies, SMSFs and not-for-profits. The official launch of BPPW follows from BFG's tie-up with Praemium one year ago, when the latter was appointed to administer about 2200 portfolios at the time. With BPPW, clients can now access direct equities ...

HMC, KKR tie up receives ACCC approval

KARREN VERGARA  |  FRIDAY, 26 JUN 2026
The partnership between HMC Capital and KKR, in which the latter will commit $603 million, has been given the good to go by the Australian Competition and Consumer Commission (ACCC). The Foreign Investment Review Board (FIRB) has also approved the deal. ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... improved, edging up from 66% to 68%, with retail funds narrowing the gap on their industry fund counterparts, though the latter continues to lead on satisfaction overall. The report also highlights the continued importance of advertising in driving engagement ...

AFCA puts InterPrac determinations on ice

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... Authority (AFCA) is pausing all InterPrac Financial Planning-related determinations as court proceedings instigated by the latter are underway. For people affected, the pause in determinations mean their complaints against InterPrac will be temporarily ...

Sequoia delays dividend amid InterPrac sale uncertainty

ELIZA BAVIN  |  THURSDAY, 14 MAY 2026
... shareholders were required to approve the transaction. Selling 100% of the shares in InterPrac to Conquest would have meant the latter taking on all assets and liabilities of the troubled advice practice. InterPrac currently has a professional indemnity ...

Sequoia abandons InterPrac sale

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... shareholders are required to approve the transaction. Selling 100% of the shares in InterPrac to Conquest would have meant the latter taking on all assets and liabilities of the troubled advice practice. InterPrac currently has a professional indemnity ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

Victory Capital exits Janus Henderson acquisition bid

KARREN VERGARA  |  THURSDAY, 26 MAR 2026
Victory Capital has pulled out of the race to acquire Janus Henderson, saying it was "disappointed" with the process and engagement with the latter's special committee. This leaves on the table the bid made by Trian Fund Management and General Catalyst ...

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
Montgomery Investment Management has cut ties with Polen Capital, with the latter's responsible entity opting to terminate its funds after five years of underperformance. Polen Capital first entered the local wholesale market in 2021 through a partnership ...
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