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Showing 271 - 280 of 7949 results for "Total"

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON  |  MONDAY, 17 NOV 2025
... financial advice industry in FY27 will be $126.9 million - but that doesn't account for First Guardian and Shield. In total, the initial estimate for FY27 is $137.5 million. With $126.9 million expected to be paid by financial advisers, the balance ...

Passive strategies show 'higher survivorship' over active: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 14 NOV 2025
... management over passive. Recent research by Morningstar also found most ASX-listed asset managers have underperformed the ASX 200 Total Return Index since the start of 2025. Challenger and Insignia Financial were the consistent outperformers.

Interprac sued over Shield, First Guardian failures

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... Fund and First Guardian Master Fund. Of these, Venture Egg and its principal Ferras Merhi advised 2930 clients to invest a total of $243 million in First Guardian and 2664 clients to invest a combined $173 million in Shield. Reilly and his business advised ...

Global X to launch Japan TOPIX 100 ETF

MATTHEW WAI  |  WEDNESDAY, 12 NOV 2025
... The document highlighted that Global X has applied for units in the ETF to be quoted on the ASX which tracks the TOPIX 100 Total Return Index. It will be distributed semi-annually and will charge 0.40% p.a. in management fees once launched. Investors ...

HUB24, TAL to launch retirement income product

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
... platform to provide clear and accessible retirement options for their clients." At the end of June, APRA data shows there was a total of 200 retirement income products and 109 transition to retirement products on offer. They amounted to assets under ...

Perennial snaps up 50% of Balmoral, hands over microcap mandate

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
Perennial Partners has acquired half of Balmoral Investors and chosen it to manage its Australian microcap strategy. Balmoral portfolio managers Wik Farwerck and Tim Canham will manage the combined funds of both asset managers, totaling more than $150 ...

Largest managers' assets climb 9.4%: Research

ANGELIQUE MINAS  |  TUESDAY, 11 NOV 2025
... largest asset managers report. The research indicated a continued recovery for the asset management industry with the value of total assets under management (AUM) at 500 of the largest asset managers globally, reaching US$139.9 trillion at the end of ...

Cromwell expands its Australian industrial portfolio

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
... acquire a 19.9% stake in the industrial portfolio of Straits Real Estate, a wholly owned subsidiary of Straits Trading, for a total consideration of $47.6 million. This marks a step forward in Cromwell's strategy to grow its investment management business ...

ASIC releases new ETP guide amid booming market

KARREN VERGARA  |  MONDAY, 10 NOV 2025
... majority of ETPs are in global shares ($147.6bn), followed by Australian shares ($80bn) and fixed income ($41.3bn). There was a total of 398 ETPs trading on the ASX, eclipsing the size and number of other investment vehicles like listed investment companies ...

TAL to provide mental healthcare program via partnership

MATTHEW WAI  |  MONDAY, 10 NOV 2025
... innovative health services at scale. Under the partnership, eligible superannuation fund members on income protection or total and permanent disability (TPD) claims will be able to participate in a 20-week peer recovery pilot program. The program is ...