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Showing 121 - 130 of 1583 results for "valuation"

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ...

Employee shareholders officially file lawsuit against FNZ

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
... employee shareholders by US$4.5 billion," the FNZ employee shareholders said. "They also put in place an $8.3 billion valuation threshold, which means employee shareholders will only be able to participate after this valuation is met." Commenting on ...

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
... turning point. After examining 23 different super funds, the regulator found only three met its expectations for sound valuation practices. ASIC recently followed with a discussion paper raising red flags around valuation practices, liquidity and transparency-especially ...

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 ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... brokerage firm found that larger practices have increasingly valued and sold based on a multiple of EBIT. "This method of valuation focuses on the profitability of the business, making it more relevant for practices with significant scale and structure," ...

VFMC farewells asset allocation lead

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... allocation advice, and investment research. Prior to Frontier Advisors, he was with Fairfax Media as head of research and valuation analyst for BRW Magazine. There he was tasked with researching and valuing assets for the magazine's various articles ...

Investors 'ignoring' volatility: Schroders

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... fuelling further asset price inflation." Conlon said Australian investors are still facing a challenging environment where valuation discipline and a focus on fundamentals are increasingly difficult to maintain, especially amid regulatory and market ...

GQG assets hit record high despite underperformance

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
GQG Partners' assets jumped $4 billion to reach a record high of US$172.4 billion for the 2025 financial year despite experiencing "short-term relative underperformance". "We have continued to position our portfolios defensively, and as a result ...

Prime Value expands microcap fund

ELIZA BAVIN  |  MONDAY, 7 JUL 2025
Prime Value Asset Management is opening its Prime Value Microcap Fund to retail investors. Prime Value said the fund is a newly launched retail offering, built on the same investment strategy and managed by the same team behind the former SIV Emerging ...