Chad W. Phillips appointed as Global Head of Nuveen Real Estate

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Nuveen, the investment manager of TIAA, announced today that Chad W. Phillips will serve as Global Head of Nuveen Real Estate, effective immediately, as the firm activates long-standing succession plans... Read more continue reading

Disaster Relief for customers impacted by Western Queensland floods 

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Westpac will provide disaster relief assistance for customers affected by flooding in western Queensland. “Many communities have been hit by the worst flooding in more than 50 years,” said National... Read more continue reading

North bolsters managed account menu with exciting new additions

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AMP is pleased to announce the expansion of North’s managed account menu with the inclusion of three new managers for the March quarter, providing advisers with optionality and choice on-platform.... Read more continue reading

Mason Stevens embarks on new chapter with Adamantem Capital

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Mason Stevens is pleased to announce that it will complete its acquisition by Australian private equity firm Adamantem Capital. The partnership marks the beginning of an exciting new chapter for... Read more continue reading

Talaria Asset Management partners with Equity Trustees as Responsible Entity for three global equity funds

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Australian based global equity manager Talaria Asset Management has partnered with Equity Trustees as the Responsible Entity of its three global equity funds – the dual access Talaria Global Equity... Read more continue reading

EQT appoints Daniel Bullock as Head of Private Wealth, Australia

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EQT is pleased to announce the appointment of Daniel Bullock as Head of Private Wealth, Australia. He will be based in Sydney and will report directly to Sueann Yeo, Head... Read more continue reading

Market ‘in flux’ opening opportunities for active small cap managers

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Active managers are well placed to take advantage of a volatile small cap investing environment, where markets are in a state of flux due to uncertainty about everything from tariffs... Read more continue reading

Household wealth hits record high, but 67% of wealth held in property; are Australians overexposed?

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Australians household wealth hit a record high in the December quarter of 2024 at $16.95 trillion, with property accounting for 67% of wealth, exposing Australians to a risk of wealth erosion... Read more continue reading

Equity Story Group appoints Brendan Gow as Executive Chairman, signalling expansion in advice sector

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Equity Story Ltd. (ASX: EQS), the ASX-listed financial media and investment advisory firm, announced today that Brendan Gow, Founder and CEO of Capital Haus, the Sydney and Dubai-based wealth management... Read more continue reading

Infocus expands leadership team to support national advisory growth

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National advisory firm, Infocus, has announced two senior appointments aimed at supporting the expansion of the firm’s revised operational model across Australia. Seasoned financial advice sector executive Matthew Fogarty has... Read more continue reading