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Showing 101 - 110 of 8753 results for "Report 384"

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
Two-thirds of Australians don't plan to retain their parents' or spouse's financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between ...

Aussie private credit shows strength, lures offshore investors: Report

KARREN VERGARA  |  FRIDAY, 17 APR 2026
A new report reveals the strength of Australia's private credit sector compared to global markets, which is attracting substantial offshore capital, particularly from high-net-worth individuals, family offices and insurance companies. This is according ...

More M&A amid AI buildouts, heightened costs: Fidelity International

MATTHEW WAI  |  FRIDAY, 17 APR 2026
M&A activity will continue to ramp up across most sectors as businesses look to capitalise on artificial intelligence (AI) buildouts while sustaining higher operational costs, a new survey found. Fidelity International's annual Analyst Survey 2026 ...

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Depending on the type of business they want to do, financial advisers looking to inorganically grow their client base will have to pay slightly more for a book now, but valuations have stalled overall, according to Radar Results. In its latest price ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
New research from the Financial Services Council (FSC) reveals digital advice is activating the demand for full personal advice and presents the opportunity for the industry to finally provide regulated digital advice at scale. The role and value of ...

Australia is 'laissez-faire' on eligibility for semi-liquid investments: Morningstar

MATTHEW WAI  |  TUESDAY, 14 APR 2026
While investors in the US are becoming increasingly acquainted with semi-liquid structures, the story is vastly different here in Australia due to its regulatory landscape, Morningstar said. Morningstar's Demystifying Semiliquid Fund Structures - An ...

Ausbil strengthens distribution ranks

STAFF WRITER  |  TUESDAY, 14 APR 2026
Ausbil Investment Management appointed Rob Lester as business development manager for NSW and ACT. With more than 10 years of experience in retail distribution, equities research and client advisory, Lester will be responsible for servicing wholesale ...

Aussies remain 'positive' about retirement: Challenger

MATTHEW WAI  |  MONDAY, 13 APR 2026
Despite a slight improvement in retirement sentiment, Challenger believes better access of financial education among older Australians, particularly regarding lifetime income stream strategies, will be beneficial to retirees. The third annual Challenger ...

Strengthen Life Code for mental health crisis, claims handling: Review

KARREN VERGARA  |  MONDAY, 13 APR 2026
The Life Insurance Code of Practice should be strengthened to reflect the growing mental health crisis, better support vulnerable customers and improve the claims-handling process. These are the key themes that emerged in the newly published Life Insurance ...

Charter Hall secures $1.2bn mandate

ELIZA BAVIN  |  THURSDAY, 9 APR 2026
Charter Hall has secured a $1.2 billion diversified property mandate with an existing institutional client. "Charter Hall is pleased to be appointed to manage this $1.2 billion diversified direct property mandate," Charter Hall chief executive David ...