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Showing 241 - 250 of 6691 results for "securities"

Janus Henderson turns $5.2bn fixed interest fund into active ETF

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
... range of strategies with a portfolio of government and semi-government bonds as well as corporate and asset-backed securities and act as a diversifier against the equity or growth exposure of an investor's portfolio, Janus Henderson said. First launched ...

ASX reports 'record' revenue for 1H25, lags in listings

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
The Australian Securities Exchange (ASX) has reported record operating revenue for its half-year result ending 31 December 2024. Following a turnaround year, the exchange saw its operating revenue surge 5.9% to $541.9 million from the previous corresponding ...

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
... Morningstar data shows, and returned 14.1% in the last year. The fund sought to invest in quality Australian listed securities via firsthand company visits. "Quality is chiefly an evaluation of a company's management, balance sheet and business model. ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
The Australian Securities and Investments Commission (ASIC) said reviews are underway into why consumers are advised to establish an SMSF. Plans for the review were first announced in ASIC's Corporate Plan 2024-25 and the regulator has now confirmed ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Kellett. "One of the standout benefits of direct indexing is its potential for tax optimisation. By owning individual securities rather than a fund, advisers can implement tax-loss harvesting strategies more effectively," Persky said. "This involves ...

Keybridge Capital enters voluntary administration

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... Keybridge from raising capital, the company has not been able to do so. Whilst the company is in administration, all listed securities will be suspended. A first statutory meeting of creditors will be held within eight business days.

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... was a private wealth manager at Morgans Financial, having earlier worked as a private client advisor at Bell Potter Securities, with previous roles also at Macquarie and CommSec. Mann will collaborate closely with families on defining their wealth's ...

PIMCO debuts local ETF suite

MATTHEW WAI  |  WEDNESDAY, 5 FEB 2025
... active manager said. Specifically, PGBF aims to preserve capital by investing in "high-quality" global fixed interest securities, while PAUS invests in fixed interest securities primarily in Australian or New Zealand currencies. PDFI will offer a diversified ...

Australian Wealth Advisors Group invests big in Sequoia

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... Sequoia Financial Group. AWAG, which is also ASX-listed, has an 18.02% stake in Sequoia across more than 22.37 million securities. According to the 2024 annual report, Unrandom had the largest stake among the top 20 list of security holders of 7.8% across ...

Jones instigates CSLR review, levy hits $70m

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
... advice, $2.8 million to credit provision services, $2.72 million to credit intermediaries, and $2.34 million to the securities dealing. "There was no allowance for a failure like UGC in the levies for the 1 st and 2 nd levy periods (UGC had not failed ...