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Showing 91 - 100 of 1311 results for "Edge"

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
Evalesco Financial Services and Principal Edge Financial Services have announced a strategic merger. Evalesco chief executive Jeff Thurecht will lead the combined business as chief executive, alongside director Marshall Brentnall and general manager ...

GQG's FUM pulls back, breaks six-month streak

ANDREW MCKEAN  |  FRIDAY, 8 NOV 2024
GQG Partners' funds under management (FUM) has taken a small tumble, slipping from US$161.6 billion to US$159.4 billion in October. The investment management firm's last dip in FUM occurred in April this year. GQG also reeled in US$3 billion ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... Financial Standard Retirement Income Forum today. Asked about winning strategies in preparation for the transfer, Financial Edge Group chief executive Martin McGrath noted there's growing demand for advice amid a shrinking pool of financial advisers ...

$3m super tax edges closer to reality

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
The $3 million superannuation tax passed the lower house yesterday afternoon with a majority vote count of 52:9, however attempts to see the tax indexed were shot down. The Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... investor client base," Wamsteker said. "This platform advancement embodies our commitment to empowering advisers with cutting-edge tools, seamless onboarding, and digitised investment management capabilities, enabling them to provide unparalleled services ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
... investments in technology and resources to better serve clients. The firm will prioritise these enhancements to provide cutting-edge tools and support, ensuring exceptional investment outcomes and innovative solutions tailored to the unique needs of ...

Industry funds dominate ASX

ANDREW MCKEAN  |  WEDNESDAY, 25 SEP 2024
The largest industry superannuation funds hold a substantial portion of the entire market capitalisation of the Australian Securities Exchange (ASX). The "big eight" industry funds - AustralianSuper, Australian Retirement Trust (ART), Aware Super, UniSuper ...

Australians living through protracted period of economic misery: CEDA

ANDREW MCKEAN  |  TUESDAY, 24 SEP 2024
... rates to gauge economic despair - shows that Australia's economic misery remains elevated post-COVID-19 and is beginning to edge up again. Unlike previous periods whereby high interest rates or unemployment drove economic misery, this time inflation ...

CFS reviews Ironbark mandate

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
... Global Share Fund and Ironbark Royal London Core Global Share Fund. The two funds are available on the CFS FirstChoice and CFS Edge platforms. Both funds are managed by RLAM under a sub-delegation arrangement with Ironbark, meaning that the CFS mandate ...

Australian ETF market hits $206bn: Global X

MATTHEW WAI  |  MONDAY, 2 SEP 2024
... "steal" market share from traditional managed funds over the next decade. Looking ahead, Jocum believes the US is losing its edge in the ETF market, as European ETFs may attract more interest due to attractive valuation and similar sales growth profiles. ...