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Showing 171 - 180 of 22698 results for "Funds"

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... headquartered in Newcastle, NSW, Oracle is currently home to 22 financial advisers and manages approximately $0.8 billion in funds under management (FUM) and $1.8 billion in funds under advice (FUA), taking Count's total to approximately $6.2 billion ...

Iran conflict exposes 'fault line' in Australian equities: VanEck

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... may be struggling currently is not just because of volatility, but also because of this concentration risk. "Investors in funds tracking the S&P/ASX 200 often think they are broadly diversified because they own an index-based portfolio, but the recent ...

Fidante shutters Ox Capital

KARREN VERGARA  |  WEDNESDAY, 1 APR 2026
... the Ox Capital board, the board has decided to wind up the business and will be returning the proceeds of the Ox Capital funds to investors." Fidante, which is also Ox Capital's Responsible Entity, subsequently said it considered various options ...

Fiducian to pay $7.3m greenwashing fine

KARREN VERGARA  |  TUESDAY, 31 MAR 2026
... nine-year period. Previously, though, Fiducian selected investments by using underlying fund managers or underlying investment funds, which had their own bespoke ESG methodologies and tolerance thresholds for choosing investments. The underlying funds ...

Australians lose $13.5bn by delaying retirement switch: HESTA

RIDDHIMA TALWANI  |  TUESDAY, 31 MAR 2026
... compared to those who delay by four years, the whitepaper found. In its 2026-27 pre-budget submission, HESTA has called for funds to be given the ability to actively prompt members to transition to appropriate specific fund retirement products, with ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
... Financial Planning and Rhys Reilly, also known as Reilly Financial, Hogan advised four clients to switch their superannuation funds using an advice process that outsourced the fact find and risk profile assessment to an unlicensed third party referral ...

Superannuation advertising ban consultation launches

KARREN VERGARA  |  MONDAY, 30 MAR 2026
... employee that is shown to the employee at the time of onboarding." More specifically, this will apply regardless of whether the funds appear at the same time, such as on the same page or screen, or across multiple pages or screens. "This requirement ...

Morningstar names most compelling funds

ELIZA BAVIN  |  MONDAY, 30 MAR 2026
In its inaugural Best of Breed - Australia and New Zealand report, Morningstar has named which active funds provide Australian investors with the best long-term potential. The report selected six equity strategies, five Australian and one from New Zealand ...

Blue Owl says its private credit loan books remain healthy

RIDDHIMA TALWANI  |  FRIDAY, 27 MAR 2026
... disparity in what is being reported and the actual health of underlying portfolios. In the last month, US private credit funds received a wave of redemption requests on worries these loans majorly back software companies, which have dropped in value ...

Super funds must protect members, says Kirkland

MATTHEW WAI  |  FRIDAY, 27 MAR 2026
The detriment of Shield and First Guardian Master Funds undermines trust in the superannuation system, ASIC commissioner Alan Kirkland warned, saying trustees must revise their processes to avoid exploitation by super switching schemes. Speaking at ...