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| | | ... satisfaction experienced by our clients," Netwealth said. Additionally, the platform also saw adviser numbers rise to 3971, up 5.6% over the year. Other key business drivers include managed account net flows of $4.3 billion, increased by 56.5%. Looking ... |
| | | | ... the corporate and superannuation trustee services business, which saw 53 new responsible entity and 20 custody appointments over the period, bringing the portfolio to over 400. "We are seeing robust demand for the independent trustee model, particularly ... |
| | | | ... said. Causeway founding director Mike David added: "The increase in investor engagement within the private debt asset class over the past five to eight years reminded us on the private equity sector's journey since the early 2000s." "In order to scale ... |
| | | | ... paper on the dynamics between public and private markets and a range of ongoing issues the corporate watchdog has dealt with over the past six months. |
| | | | ... (VG1's investment manager) merged with Regal Funds Management," Jones said. "Furthermore, the total shareholder return over the three years since that merger is +45.3% pre-franking, or +55.8% inclusive of franking. As we have stated previously, we ... |
| | | | ... Global X ETFs can't seem to stop hiring, adding five new team members to its operations this month as its asset base tips over $11 billion in June, well ahead of its FUM target. Adding AI muscle to its technology team, Global X has hired David Croft ... |
| | | | ... 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 for Australia's wealthiest families and ... |
| | | | 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 ... |
| | | | ... improvements in client outcomes, with 88% experiencing positive results. Twenty-five percent said the solution have saved them over seven hours per week, while another 28% have saved four to six hours on average. Additionally, 69% cited portfolio reporting ... |
| | | | Vinva Investment Management and Barrenjoey Capital Partners helped bolster Magellan Financial Group's (MFG) earnings in the 2025 financial year, offsetting lukewarm performance in the investment management business. Vinva and Barrenjoey drove the 202% ... |
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