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Showing 1321 - 1330 of 29041 results for "PRI"

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
Morningstar has revised its forecasts for HUB24 and Netwealth, with continued strong performance from the pair pushing their valuations higher. Total shareholder returns for HUB24 and Netwealth since the start of the year to 24 July 2025 were around ...

American Century cuts US outlook amid tariff impacts

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
American Century Investments has revised its medium-term capital markets assumptions, which were formulated in April before US President Donald Trump's tariffs were announced. US equity return forecasts have declined, driven by falling price-to-earnings ...

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Fitzpatricks Financial Group has rejigged the role of its chief executive following the general manager for advice's decision to step down from the private wealth subsidiary. Fitzpatricks Advice Partners' general manager of advice Jasia Fabig has resigned ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth ...

Regal assets hit $18bn

KARREN VERGARA  |  MONDAY, 28 JUL 2025
Regal Partners' total assets under management (AUM) reached $17.7 billion in the last quarter. This marks a 7% increase on the $16.5 billion of AUM reported at the end of March, driven by inflows and positive investment performance across different ...

Economic growth has 'moderated': CommSec

ELIZA BAVIN  |  MONDAY, 28 JUL 2025
Western Australia has once again claimed the top spot in the latest CommSec State of the States report, leading the nation's economic performance rankings for a fourth consecutive quarter. South Australia also began 2025 with a bang, climbing from fourth ...

ASIC issues warning over BTG Technology

ELIZA BAVIN  |  MONDAY, 28 JUL 2025
ASIC has warned Australian investors against investing in unlicensed cryptocurrency futures products offered by BTG Technology Holdings Limited and its related entities (Bitget). ASIC said Bitget does not hold an AFSL, meaning it is not permitted to ...

MLC AM reduces MultiSeries management fees

KARREN VERGARA  |  MONDAY, 28 JUL 2025
MLC Asset Management reduced its management fees across its four MultiSeries portfolios, starting on June 1. For MLC MultiSeries 30 management fees reduced from 0.40% to 0.32% p.a. For MLC MultiSeries 50 and MLC MultiSeries 70, fees went from 0.45% ...

ASX updates waiver disclosure rules

KARREN VERGARA  |  MONDAY, 28 JUL 2025
ASX-listed entities granted a waiver are now required to disclose its nature and effect as the exchange aims to provide investors with greater transparency. ASX companies must also disclose the reasons for seeking the waiver within one business day ...