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Showing 241 - 250 of 8785 results for "Sam"

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
New research from Super Members Council (SMC) has revealed an "alarming spike" in the number of Australians with very small super balances and no pre-existing advice relationship taking part in super switching. The SMC research said these small-balance ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
A new report revealed an uplift in adviser expectations across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment ...

Trump announces new US retirement plan

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
US President Donald Trump used his State of the Union address this week to announce a new retirement plan open to US workers. Trump said that since he took office the typical 401(k) balance has grown by "at least US$30,000". "That's a lot of money. ...

Fidelity promotes high-profile resources analyst

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
Fidelity International has promoted renowned metals and mining analyst to the rank of portfolio manager Sam Heithersay has been named co-portfolio manager of the local equity funds - Fidelity Australian Equities Fund and Fidelity Funds - Australian ...

Australian Ethical unveils strong half-year results

MATTHEW WAI  |  THURSDAY, 26 FEB 2026
Australian Ethical saw underlying profit after tax (UPAT) increase by 25% to $14.4 million in the six months to December end, while net profit after tax (NPAT) attributable to shareholders was $13.3 million, up 42%. Revenue of $65.8 million was up 13% ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
A new outsourced chief investment office (OCIO) has been established by Mason Stevens' former chief investment officer, launched in partnership with Fiduciary Partners. Jacqueline Fernley has founded arcpoint OCIO, a dedicated resource for advice practices ...

L1 Group realises $24m of $35m merger cost synergies

RIDDHIMA TALWANI  |  WEDNESDAY, 25 FEB 2026
L1 Group has already recognised $24 million in cost reductions since the merger of L1 Capital and Platinum Asset Management in October formed the new entity; it expects additional $10 million in synergies in the next financial year. It reported a rise ...

Regal profits rise 65%, Pacific Current reports $11.7m loss

ELIZA BAVIN  |  TUESDAY, 24 FEB 2026
Regal Partners has delivered a full-year normalised net profit after tax (NPAT) of $160.5 million, up 65% from the year prior. In the year to 31 December 2025, Regal saw funds under management (FUM) increase 16% to $20.9 billion, supported by strong ...

Inflation to peak in mid-2026 before it rebalances: RBA

RIDDHIMA TALWANI  |  TUESDAY, 24 FEB 2026
The Reserve Bank of Australia (RBA) expects inflation to peak in mid-2026 and moderate to a little above the midpoint of the 2-3% range by mid-2028 as the economy returns to balance. RBA head of economic analysis department Michael Plumb struck a slightly ...

A comfortable retirement now costs more than ever

RIDDHIMA TALWANI  |  TUESDAY, 24 FEB 2026
The cost of comfortable retirement for homeowners at age 67 has reached a record high, according to ASFA's latest quarterly Retirement Standard. A comfortable retirement super balance is now $630,000 for singles, up from $595,000. Couples would ...