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Showing 201 - 210 of 3730 results for "Though"

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
... for Alpha Investment Management from April 2014 to March 2016. During this period, he was licensed to advise on SMSFs, though restricted from providing advice on limited recourse borrowing arrangements or setting up SMSFs. His financial adviser status ...

Alternative real estate investment manager launches new fund

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... private credit. Zagga chief executive Alan Greenstein reported "strong demand" from investors across the ASEAN region, though noted that many are yet to discover the company's offerings. To mitigate this, the company is "expanding its footprint to make ...

Future Fund muscles past annual target return, lags in March quarter

ANDREW MCKEAN  |  TUESDAY, 6 MAY 2025
The Future Fund delivered a 7.9% return for the year to March 31, topping its annual target; though its quarterly performance undershot the benchmark. The sovereign wealth fund returned 1.2% for the March quarter, below the 1.9% target. However, over ...

ASIC cancels licence of Brite Advisors

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... segregation. The receivers are currently seeking court approval for a methodology to distribute the funds back to investors, though distributions aren't expected until later this year. The company also operated through related entities in the US, UK ...

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... duplicate costs, he said. He also flagged potential cross-selling benefits from a larger combined distribution network, though this is "difficult to quantify" given potential product overlaps and Platinum's underperformance. "L1 Capital and Platinum ...

The top Australian small-cap fund, year after year

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
... in previous cycles. "The key thing is, we've been able to invest in all of them, and got on to them early," he said. Though generating strong returns isn't about just picking the right stocks - it's about backing them with conviction, he ...

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... quarter annuity net book growth was 1% lower than Morgan Stanley's estimates and the total life book growth was negative, though longer duration sales were stronger. APRA's upcoming capital review could also help Challenger, analysts said, as ...

No US recession priced in yet: UniSuper

ELIZA BAVIN  |  FRIDAY, 2 MAY 2025
... all at once, everyone's trying to reduce risk - they're selling bonds. "The reason why I raise these bond moves, though, is that it really seemed to spook the Trump administration. "I actually think it was the instability in the bond market that ...

ART promotes high-profile retirement specialist

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
Australian Retirement Trust has promoted its high-profile asset liability management lead to a more senior retirement job. Longstanding executive and renowned retirement specialist Brnic Van Wyk has been elevated to principal of retirement solutions ...

JP Morgan AM hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
JP Morgan Asset Management has appointed an exchange-traded fund specialist from Vanguard to bolster distribution in the rapidly growing market. Stefania Vivarini is credited with launching Vanguard's ETF-based separately managed accounts. Vivarini ...