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Showing 131 - 140 of 34249 results for "fund"

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
The Compensation Scheme of Last Resort (CSLR) has increased the estimated FY27 levy to be paid by the financial services sector to $198.1 million, a $60.7 million increase from its initial estimate announced in November 2025. The latest update expects ...

WT Financial bets on scaling advice practices

RIDDHIMA TALWANI  |  THURSDAY, 2 JUL 2026
... WTL is helping modernise the financial advice profession. It gives founder-led practices more options to release capital, fund growth, solve succession, manage retirement and retain exposure to dividend-producing advice businesses in a sector they know ...

Perpetual rejects $2.5bn takeover offer

ELIZA BAVIN  |  THURSDAY, 2 JUL 2026
Perpetual has rejected an unsolicited takeover bid from Swedish private equity giant EQT which valued the firm at $2.5 billion. The "unsolicited, non-binding, conditional and indicative proposal" was for $21.64 cash per share, representing a 40% premium ...

AMP, CFS, MLC post double-digit returns

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... members," said Shelley. "The March sell-off was a reminder that geopolitical shocks can move markets quickly, but as super fund managers it's important we stay focused on the long-term drivers of returns and the strength of diversified portfolios." Meanwhile ...

Investors Mutual founders launch new venture

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
The former investment director and founder of Investors Mutual (IML) Anton Tagliaferro is launching a new fund management business, focussing on small caps, with a new fund already made available for investors. Fundamental Investment Management's ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
Bell Financial Group (BFG) has launched Bell Potter Private Wealth (BPPW), a new platform that helps service its 300,000 clients with $92.1 billion in funds under advice. The platform centralises investment advice, portfolio management and consolidated ...

Tribunal shortens financial adviser's five-year ban

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... initially banned by ASIC while he worked at MWL Financial Services over advice failures linked to recommendations of a managed fund to three client groups in 2023, while he was on probation at his new practice. The ban took effect on 28 November 2025. ...

Atlas Arteria chair resigns as IFM offer deadline inches closer

RIDDHIMA TALWANI  |  TUESDAY, 30 JUN 2026
Atlas Arteria independent non-executive chair Debbie Goodin will resign from her position, effective July 7. That is also the date IFM Investor's offer window will close, and shareholders in the toll-road operator will have to decide on the ownership ...

Stablecoins a key to instant access to global credit markets

MATTHEW WAI  |  TUESDAY, 30 JUN 2026
As the world enters a digital age, digital assets like stablecoins are not only opening doors for assets like private credit funds that were exclusive to institutional investors, but also a debt universe that is no longer limited to the domestic market ...

ETF adoption hits 'meaningful threshold' among SWFs

KARREN VERGARA  |  TUESDAY, 30 JUN 2026
Nearly 40% of sovereign wealth funds have an allocation to ETFs, a new report from Invesco shows, underscoring their expanded roles among institutional investors as their rate of adoption hits a "meaningful threshold". Invesco's Global Sovereign Asset ...