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Showing 2051 - 2060 of 34154 results for "Over"

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... institutional-grade reporting. OpenInvest is a third-party investment platform provider which also has backing from Pinnacle. "For over two decades, I've worked with advisers and investors seeking access to high-quality private market opportunities ...

T. Rowe Price brings research equity strategy down under

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... portfolio that harnesses the best of what we do." T. Rowe Price's structured research equity strategies collectively manage over $135 billion as of 31 December 2024.

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
... as regulators target super funds' $3.5 trillion private asset rush. Australia's super funds face mounting scrutiny over their rapid shift into private markets, as concerns grow about transparency, valuations and liquidity in a sector now absorbing ...

Former CBA chief economist joins UniSuper

ELIZA BAVIN  |  TUESDAY, 29 JUL 2025
UniSuper has announced that former Commonwealth Bank (CBA) chief economist Stephen Halmarick will join its investment committee as an independent (non-director) member. The $149 billion super fund said Halmarick will commence his tenure on 1 August ...

Octopus awarded $1bn mandate

ELIZA BAVIN  |  TUESDAY, 29 JUL 2025
... investor with assets under management exceeding $1 trillion (€590 billion). As part of the partnership, APG intends to commit over $1 billion to Octopus Australia's flagship renewable energy platform, OASIS. Octopus described the partnership has one ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... event, HUB24 and Netwealth will likely capture most of the industry's net flows and continue growing administered funds over the next five years. Both have consistently high platform net promoter scores, showcasing strong product utility," Ler said. ...

American Century cuts US outlook amid tariff impacts

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... forecasts for all equities and reduced valuations for US stocks. "We expect P/E multiples for US large-cap stocks to decline over the next five years, reducing our (arithmetic average) return forecast to 6.50% compared to 7.25% last year," American Century ...

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Fitzpatricks Financial Group has rejigged the role of its chief executive following the general manager for advice's decision to step down from the private wealth subsidiary. Fitzpatricks Advice Partners' general manager of advice Jasia Fabig has resigned ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... processes, dedicated support staff, and a clear value proposition - making them easier to integrate or expand," he said. Over the past five years, the brokerage firm found that larger practices have increasingly valued and sold based on a multiple of ...