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Showing 171 - 180 of 1637 results for "valuation"

Special feature: Hunting for value

LACHLAN COLQUHOUN  |  MONDAY, 18 AUG 2025
... especially in US markets dominated by large-cap tech." He says it is an investment climate which demands selectivity, valuation discipline, diversification, and downside awareness. It is one which rewards thoughtful reallocation, not "risk-on exuberance". ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
Financial advice businesses have an estimated $1.1 million valuation gap, a new survey from Colonial First State (CFS) shows, as most advisers are not prepared for the planned and unplanned sale of their practices. The Hidden Value Report, produced ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... and fellow shareholder Declan Doolan will continue to advise clients and drive growth and M&A activities. Hubco2 has a valuation of $7.2 million with Investco holding around 36% and WT Financial holding a further 6% directly. "These partnerships represent ...

Warakirri brings US manager to Australia

JAMIE WILLIAMSON  |  WEDNESDAY, 6 AUG 2025
Warakirri Asset Management is partnering with a San Diego-based manager to launch a global small companies fund to wholesale and retail investors. Warakirri will distribute the ClariVest Global Small Companies Fund on behalf of ClariVest Asset Management. ...

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," ...