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Showing 191 - 200 of 5159 results for "Quality"

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
... performance and consistently strong growth, and we are excited to partner with Justine and the team to continue delivering quality advice," Stafford said. "Over the past 35 years, the business has earned a reputation in their community, and beyond, for ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... Australia to build wealth, and it's the following generations who have benefitted with great education, food and a high-quality lifestyle," Leggett says. "The values of the custodians of this great wealth at this point in time are also living significantly ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... importantly, materially grow our exposure to highly attractive wealth segment revenues. "It accelerates our shift toward higher quality, recurring wealth revenues and supports our ambition to scale our employed adviser network and build a truly differentiated ...

Fidante shutters Ox Capital

KARREN VERGARA  |  WEDNESDAY, 1 APR 2026
... meanwhile, delivered similar returns over three years but only had $3 million in assets. Both funds invested in 30 to 50 high-quality, undervalued, well-run companies that have the potential to generate high absolute returns over the medium to long term. ...

Fundamental focus necessary in volatile markets: Auscap

RIDDHIMA TALWANI  |  MONDAY, 30 MAR 2026
... volatile, in the long run, they become far less important." Carleton said Auscap's strategy includes buying these high quality companies when they are on sale. "But we haven't been immune to what's happened over February and March, and the dislocation ...

Akambo ventures into asset consulting, makes first hire

MATTHEW WAI  |  MONDAY, 30 MAR 2026
... construction and mandate implementation. Through its affiliation with Akambo, Vertex provides access to institutional-quality portfolio capability while maintaining flexibility in how portfolios are implemented across platforms and client segments, it ...

Blue Owl says its private credit loan books remain healthy

RIDDHIMA TALWANI  |  FRIDAY, 27 MAR 2026
... We're touring facilities. We're meeting with management teams. We're sitting down with accountants, reviewing quality of earnings," he said. "At the end of the day, it's a fixed income alternative. That's it. It's not some secretive ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... return objectives. Alternative assets are attracting rising interest, but adviser confidence is closely linked to the quality of education, transparency, and ongoing support from investment managers, the firm noted. Bunning brings more than 25 years ...

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON  |  THURSDAY, 26 MAR 2026
... had breached financial services law and therefore also didn't comply with Standard 5 (client care) or Standard 9 (quality process) of the Code of Ethics. The laws the adviser is said to have breached were s961B(1), s961G, s947D, and s921E(3). This ...

North adds private markets SMA for retail investors

MATTHEW WAI  |  THURSDAY, 26 MAR 2026
... in private markets, where outcomes can vary widely. Our global scale and research capability allows us to identify high-quality opportunities from leading managers, making them accessible in a format that can be more easily implemented in client portfolios." ...