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Showing 1 - 10 of 9240 results for "Wealth"

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI | FRIDAY, 5 JUN 2026

... advisers was -35 for the week. The drop was driven mostly with the closure of Count's restricted advice service, Merit Wealth, which operated under Count's Australian financial services licence (AFSL). As a result, Count no longer has restricted SMSF ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA | FRIDAY, 5 JUN 2026

... with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million. The ASX-listed wealth firm said BMO made the confidential, non-binding and conditional proposal to acquire the business unit for a cash consideration. ...

First Super recruits head of investments from Prime Super

MATTHEW WAI | FRIDAY, 5 JUN 2026

... and Kinetic Super. He also has experience at various financial institutions like UBS, Goldman Sachs, JBWere, ANZ Global Wealth, and more. More recently, he was chief investment officer at Foresters Financial between 2023 and 2024. The announcement follows ...

Family office succession takes back seat to investments

KARREN VERGARA | FRIDAY, 5 JUN 2026

... their succession plans paint another story, which reports suggest could undermine a seamless transfer of a vast amount of wealth. On the plus side, most family offices have a robust investment focus and operations to support that, according to the new ...

Munro expands access to climate focused fund

VINNY VUCAGO | THURSDAY, 4 JUN 2026

... focused on companies positioned to benefit from the global decarbonisation trend. The fund, which is available through NZX Wealth Technologies and Consilium Wrap, invests in a concentrated portfolio of global equities across four themes: clean energy ...

BT appoints new head of strategy

KARREN VERGARA | THURSDAY, 4 JUN 2026

A former Allianz Retire+ executive has joined BT as the new head of strategy. Simon Aboud joined the wealth manager on June 1. Late last year, Aboud left Allianz Retire+ as its chief product and marketing officer, a role he assumed in May 2021. Prior ...

Raiz names new chief executive

KARREN VERGARA | WEDNESDAY, 3 JUN 2026

... with Selfwealth delisting from the ASX to operate as Selfwealth by Syfe. Keary also served as chief executive of Ignition Wealth in Asia Pacific and was the chair of Ensombl. His broader career spans major institutions including HSBC, Commonwealth Bank ...

Brookfield accelerates infrastructure strategy in Australia

VINNY VUCAGO | WEDNESDAY, 3 JUN 2026

Brookfield has expanded its private wealth offering in Australia with the launch of an infrastructure income fund designed to provide wholesale investors access to the assets managers global private infrastructure portfolio. The Brookfield Infrastructure ...

Super funds push back on CSLR: SMC

VINNY VUCAGO | TUESDAY, 2 JUN 2026

The Super Members Council (SMC) has urged the federal government reject proposals that would expand funding responsibility for the Compensation Scheme of Last Resort (CSLR) to Australians in APRA-regulated superannuation funds, arguing the costs should ...

NGS Super names chief member officer

RIDDHIMA TALWANI | TUESDAY, 2 JUN 2026

... growth, engagement, financial advice and user experience. Parsons has over 20 years' experience across superannuation, wealth management and broader financial services. He joined NGS Super in 2024 as executive manager of marketing, leading the fund's ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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