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Showing 141 - 150 of 3603 results for "CORE"

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... reflects a natural alignment between the two teams, with similar values, advice philosophies and client relationships at the core of each business. "This is about bringing together two businesses that already think in very similar ways about advice and ...

Fiducian to pay $7.3m greenwashing fine

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... penalties or cost orders. A date will soon be set to finalise the proceedings by the NSW Supreme Court. Fiducian offers four core funds - Capital Stable, Balanced, Growth and Ultra Growth. The funds management unit reported $6 billion in assets at the ...

TPB consults on AI usage rules

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... while providing tax agent services. The TPB has released draft guidance and is seeking feedback until April 21. Some of the core obligations it is proposing is for the tax practitioner using AI to remain accountable for the accuracy of information and ...

Fundamental focus necessary in volatile markets: Auscap

RIDDHIMA TALWANI  |  MONDAY, 30 MAR 2026
... expectations, Carleton said, where the mid cap part of the market saw contractions and became cheaper relative to earnings. "Our core belief is that the longer you stretch time, the more likely it is that your total return is only going to be a function ...

ETF home bias more prominent amid global unrest: BlackRock

RIDDHIMA TALWANI  |  WEDNESDAY, 25 MAR 2026
... said sophisticated investors who want active exposure should ideally have 50% to 75% of their portfolio allocated to index core, combining it with some active satellites where they see real conviction. Vanguard's most popular ETF in March has been ...

Australia finalises 'landmark' trade agreement with European Union

MATTHEW WAI  |  WEDNESDAY, 25 MAR 2026
... incremental but durable market share gains in a high-income, standards-driven import market." For Australia, the agreement's core value is more concentrated towards improved entry conditions into Europe, but benefits will likely accrue gradually, the ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... adviser." Nearly three-quarters of advisers using managed accounts now position them at the center of client portfolios as a core solution rather than as satellite allocations. This has led to advisers directing 61% of new client flows into managed accounts ...

BNP Paribas AM to turbocharge $2.6tn AUM by 2030

KARREN VERGARA  |  FRIDAY, 20 MAR 2026
... to connect savers and investors with all the opportunities of the real economy," he said. The 2030 Strategic Plan has four core areas: alternatives, active management and ETFs, insurance and institutional partnerships, and retail and wealth management. ...

Solaris prepares to launch LIC for income seekers

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... tax-effective income. Additionally, it also provides a reinvestment opportunity for investors who relied on hybrids as a core income source after the phase-out of bank hybrids by APRA. "As a LIC, we can retain profits and build reserves, enabling smooth ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... Ironbark can play in the future of wealth management in Australia," Larsen said. "We have built one business that at its core is about being the trusted home for Australians to get great advice, services and solutions, underpinned by strong governance ...