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Showing 1 - 10 of 679 results for "Legacy"

Macquarie chief to step down after eight years at the helm

MATTHEW WAI  |  THURSDAY, 23 JUL 2026
... "Looking forward, I take confidence in the strength of the team, and particularly in Greg's ability to build on the legacy of our six decades of history. We have worked together for 30 years, and his track record, leadership and integrity make him ...

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... throughout the year. With the major platform migrations now complete and adviser exit outflows reducing, the drag from legacy transition-related activity is expected to continue moderating into FY27," Praemium said. Looking ahead, Praemium will continue ...

arcpoint OCIO adopts dual chief investment officer model

RIDDHIMA TALWANI  |  FRIDAY, 17 JUL 2026
... substance and on the fit, repeatedly, which is why she joins as a partner, not an employee," Fernley said. "We carry no legacy systems, so we can build capability through an AI native lens, from scratch and at speed. We launched our client portal six ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... Stanley. A subset of Morgan Stanley's clients will have the option to transition their assets from Morgan Stanley's legacy domestic platform to Netwealth's one. Such clients will continue to be advised by Morgan Stanley financial advisers. ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
... multigenerational lens. "There's a real sense of responsibility now, like 'How am I going to leave my money and build a legacy for my family, not just the next generation but generations to come?'" he says. According to the Grattan Institute ...

Praemium names chair successor

MATTHEW WAI  |  MONDAY, 1 JUN 2026
... is pleased to join at an important period for the company. "Under Barry's leadership, Praemium has resolved a range of legacy issues and made key strategic investments, establishing a strong foundation to pursue an aggressive growth agenda," he said. ...

Heightened cyber threats require greater accountability on governance

MATTHEW WAI  |  WEDNESDAY, 27 MAY 2026
... companies to implement a sound security foundation. He said as Eightcap continues to scale, the business was outgrowing its legacy customer relationship management (CRM) system, which creates compliance risks in many ways. "We have many tools that the ...

Retirees leave 90% of pension unspent: AMP Super

RIDDHIMA TALWANI  |  TUESDAY, 19 MAY 2026
... advisers could bucket the needs of their clients in five categories for retirement: liquid, living, lifestyle, later and legacy. The liquid bucket would have short-term needs of the client held in cash plus a little extra for emergencies, the living ...

Openmarkets makes private wealth play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
... chief executive Dan Jowett said. "Unlike traditional banks and brokers, we don't carry many of the high overhead costs of legacy structures. This enables us to deliver a better commercial outcome for advisers, ensuring they can focus on growing their ...

Concerns raised over super switching consultation

ELIZA BAVIN  |  FRIDAY, 10 APR 2026
... "the 'switch' as the point of failure" while ignoring a "massive 'user journey' debt created by failing service levels, legacy data matching at the ATO, and a government-mandated performance test that is effectively ordering 12,400 victims and millions ...
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