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Showing 1061 - 1070 of 24705 results for "High"

Mutual Trust appoints family office specialist

MICHELLE BALTAZAR  |  THURSDAY, 21 AUG 2025
... ). In November, the group had merged with a South Australian-based firm, CMS Private Advisory, to meet the growing ultra high-net-worth based in the state. Mutual Trust has over 230 employees and four offices nationally and specialises in wealth management ...

ART raises stake in Tabcorp

ELIZA BAVIN  |  WEDNESDAY, 20 AUG 2025
Australian Retirement Trust (ART) has become a substantial shareholder of Tabcorp, now owning 5.072% of shares, representing a 0.02% overweight position based on ART's portfolio construction. Yesterday, Tabcorp disclosed that the super fund had ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... soundly, with Net Promoter Scores (NPS) rising from +1% in 2024 to +11% in 2025. This has resulted in a heightened demand for "high quality" operative support spanning technical assistance, advice enablement, and compliance among advisers, Investment ...

Euroz Hartleys in 'early stage' talks with big investor

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
... The Western Australian group offers stockbroking, research and private wealth management services to investors that include high-net-wealth individuals and SMSFs. It also has institutional and corporate finance businesses. "Discussions remain confidential ...

Evidentia names chief risk, operating officer

KARREN VERGARA  |  WEDNESDAY, 20 AUG 2025
... appointed: "His deep operational and risk expertise, combined with his commercial acumen, will be instrumental as we scale a high-integrity, high-performance investment solutions business." The leadership team includes Troy Swann, who is now an executive ...

HUB24 reports record inflows, user growth

JAMIE WILLIAMSON  |  TUESDAY, 19 AUG 2025
HUB24 achieved close to $20 billion in inflows in FY25 and reported a 68% increase in profit. Released today, HUB24's annual results show the platform had $19.8 billion in inflows over the year, $4 billion of which came from large migrations. In the ...

Fidante loses $11.4bn in insto money

KARREN VERGARA  |  TUESDAY, 19 AUG 2025
Challenger's Fidante Partners lost $11.4 billion in institutional client money in the last financial year with the majority of it exiting fixed income investments. The lion's share of $7 billion in net outflows left fixed income strategies while ...

HMC Capital sees AUM soar 47%

ELIZA BAVIN  |  TUESDAY, 19 AUG 2025
HMC Capital has reported a 47% increase to assets under management (AUM) in FY25 to $18.7 billion. HMC said FY25 marked a record financial performance for the group with pre-tax operating earnings of $224.6 million - up 74% from FY24. HMC managing director ...

Aberdeen to terminate three funds

MATTHEW WAI  |  MONDAY, 18 AUG 2025
... by no later than 2pm on September 15, Aberdeen said. Aberdeen said that continuing to run the funds would likely result in high costs for investors and inefficiencies associated with running a small fund, both from an investment perspective and in terms ...

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
Fiducian Group's funds under advice (FUA) hit $5 billion in the 2025 financial year as net inflows from salaried and franchisee financial advisers reached $343 million. FUA grew 4% year on year from $4.8 billion across its Core, Auxilium and Badges ...