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Showing 1 - 10 of 107 results for "Wealth platform"

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI | THURSDAY, 21 MAY 2026

... another listed entity to better focus on its proprietary digital advice, separately managed accounts and investor wealth platform. The Intelligent Investor business, comprising the website and management rights to its four ETFs, will be sold to Teaminvest ...

Russell Investments hires from BT

ELIZA BAVIN | TUESDAY, 19 MAY 2026

Russell Investments has welcomed a director of key accounts and platforms within the wealth team. Tonya Ripley has joined from BT where she was head of national accounts. Prior to that Ripley also held roles at HUB24 and AMP. "Tonya brings over 20-plus ...

Camilla Love heads to RBC BlueBay

ELIZABETH FRY | THURSDAY, 19 MAR 2026

RBC BlueBay Asset Management is turning to Alpencrest Capital co-founder Camilla Love as it seeks to re-establish its local presence. Love will be appointed country head of the business which represents RBC Global Asset Management outside North America ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY | THURSDAY, 19 MAR 2026

Former Perpetual chief executive Geoff Lloyd will become executive chair of the fund manager's wealth platform following its recent acquisition by Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion ...

Betashares invests in AUD-backed stablecoin

ELIZA BAVIN | TUESDAY, 10 MAR 2026

Betashares has made a minority strategic investment in Macropod - a licensed issuer of an Australian dollar-backed stablecoin. Betashares made the investment alongside global and regional digital asset companies, including Galaxy Digital, Flowdesk ...

Netwealth's APRA-mandated governance overhaul underway

RIDDHIMA TALWANI | THURSDAY, 22 JAN 2026

... clients through its platform or their existing trading infrastructure. Netwealth chief executive Matt Heine said the wealth platform is pleased to add the HIN feature for its users which can enhance experience and deliver adviser capacity. "These solutions ...

FEATURE: Private credit | At the precipice

GLENDA KORPORAAL | FRIDAY, 12 DEC 2025

The warning by JPMorgan Chase chief executive Jamie Dimon about the possibility of there being more "cockroaches" in the US private credit market has sparked a flurry of debate about risks in the market at a time when its potential is being assessed ...

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI | TUESDAY, 9 DEC 2025

... partnership marks the first Australian bank or wealth management company to offer access to the platform. The Aladdin Wealth platform allows JBWere's advisers to model the potential impact of macroeconomic events and market scenarios like pandemics or ...

Netwealth separates itself from First Guardian: 'A case of fraud'

ELIZA BAVIN | THURSDAY, 9 OCT 2025

Netwealth has continued to separate itself from the collapse of First Guardian, saying it was a "case of fraud". In its September quarterly business update, Netwealth said it was working cooperatively with industry bodies and regulators in relation ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA | MONDAY, 22 SEP 2025

Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...

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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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