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Showing 1 - 10 of 2316 results for "Generate"

HMC Capital adds to board

ELIZA BAVIN  |  MONDAY, 28 SEP 2026
... Australian Competition and Consumer Commission (ACCC) in June. The commitment will last seven years and is expected to generate a 14% annual return. It will be split via a preferred equity investment in HMC's Energy Transition Platform comprising ...

Former BW Equities employee charged for misappropriating funds

MATTHEW WAI  |  FRIDAY, 25 SEP 2026
A former employee of the Victorian boutique advice business has been arrested and charged for allegedly trading client's shares without consent that generated close to $500,000 for himself. Emre Tahsin Basar of Victoria, a former employee of BW Equities ...

Active managers face selection test: Morningstar

VINNY VUCAGO  |  THURSDAY, 24 SEP 2026
... increasingly becoming a question of manager selection, with Morningstar finding the best active managers continued to generate excess returns despite passive strategies generally outperforming across most Australian investment categories. Morningstar's ...

Why HNW investors are choosing shopping centres

MATTHEW WAI  |  THURSDAY, 24 SEP 2026
As demand for consistent cash flows continues to rise for wealthy investors, commercial real estate assets, like shopping centres, continue to draw significant interest to fulfil the need, MA Financial said. MA Financial co-head of core real estate ...

Prime Value Opportunities Fund winds up

KARREN VERGARA  |  WEDNESDAY, 23 SEP 2026
Boutique fund manager Prime Value Asset Management has wound up its Opportunities Fund and its Significant Investor Visa (SIV) counterpart. The wind up of the Prime Value Opportunities Fund and Prime Value SIV Opportunities Fund was completed this month. ...

JPMAM, QIA join forces in $28bn partnership

MATTHEW WAI  |  TUESDAY, 22 SEP 2026
... direct exchange of ideas, this collaboration will play an important role in unlocking new opportunities for both firms to generate long-term value." JPMAM recently launched a private equity strategy in Australia as it is in the middle of expanding investment ...

Shield investors launch Macquarie class action

VINNY VUCAGO  |  FRIDAY, 18 SEP 2026
Gordan Legal commenced a class action against Macquarie Investment Management, alleging the investors in the collapsed Shield Master Fund have not been fully compensated for losses affecting their retirement savings. The proceedings have been brought ...

AI moves into the advice process

VINNY VUCAGO  |  THURSDAY, 17 SEP 2026
Financial advisers could soon spend less time piecing together clients' histories and more time acting on them, as Marloo launches an artificial intelligence (AI) tool that searches entire client books alongside new research showing consumers are increasingly ...

Taxpayers to foot Age Pension if super turned into ATM: SMC

RIDDHIMA TALWANI  |  THURSDAY, 17 SEP 2026
... policy would also mean more of people's super would need to be shifted into short-term liquid investment options that generate lower returns, further weakening people's super."

Netwealth buys Paradino for $20m

VINNY VUCAGO  |  TUESDAY, 15 SEP 2026
Netwealth has agreed to acquire Australian advice technology provider Paradino for $20 million upfront in a bid to expand its offering beyond platform administration and into artificial intelligence-enabled advice workflows and automation. The deal ...
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