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Showing 271 - 280 of 8733 results for "SAM"

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
Morningstar will offer issuer-initiated ratings in Australia starting June 2026, under which fund managers and financial product issuers will pay a fee to the research house for a rating. Morningstar said this is consistent with the prevailing market ...

Buyout firm announces promotions

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... development of the PEP Credit strategy and to the broader success of the firm," PEP said. Two new associates, Holly Phillips and Sam Humphry, have also come on board as the buyout firm's strategy grows in scale and activity. Within private equity ...

Life insurers to up external fund manager mandates: Survey

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
A large proportion of investment teams within life insurance firms say they will increase their reliance on external fund managers over the next five years, a new survey finds. Funds management technology platform Clearwater Analytics canvassed 150 ...

Rest launches clearing house solution

ELIZA BAVIN  |  WEDNESDAY, 3 DEC 2025
Following a successful pilot program, Rest will launch a new clearing house solution to help businesses meet their upcoming Payday Super obligations from 1 July 2026. The super fund said the Rest Pay solution is purpose-built for Payday Super and aims ...

Aware Real Estate, Barings acquire Home HQ Artarmon

ANGELIQUE MINAS  |  MONDAY, 1 DEC 2025
... Super providing investment development and asset management services. Growthpoint executive director and funds management Sam Sproats said: "We acquired this quality asset in 2018 with a defined strategy to reposition the tenancy mix and enhance the ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
The number of new clients financial advisers acquired amounted to 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
Capital Haus has acquired Adelaide's advice business Baker Young, with the firm to retain its brand and staff. Baker Young founders Alan Young and David Baker will remain in active advisory roles, as Capital Haus will also move its existing client to ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
New research has found that if all Australians were to reach a level of advanced financial capability, it could uplift aggregate household wealth by $1.2 trillion, equal to $122,950 per household. The Big Lift report by Deloitte in collaboration with ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
In the book The Lucky Country, the late author Donald Horne provides a piercing assessment of Australia in 1964, stating that its prosperity is derived from good fortune rather than industriousness or ambition. He ruminated about the future challenges ...

Sequoia shares dive nearly 50%

KARREN VERGARA  |  TUESDAY, 25 NOV 2025
Sequoia Financial Group's share price has dived nearly 50% since the start of the year, compounded by ASIC's recent lawsuit against subsidiary InterPrac Financial Planning, which has wiped millions from its market cap. Sequoia's share price ...