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Showing 281 - 290 of 5319 results for "Third"

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... billion to the March end of the quarter, an increase of 29% from the previous corresponding period. The figure is a "new third-quarter record", Netwealth said, while the total FUA increased $2.5 billion in the quarter, representing $104.1 billion FUA ...

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... account in the early 2000s as a consultant at Frontier Advisors. Gavin said it's a focus on a balanced portfolio with about a third in private markets - infrastructure, property, private equity, and credit - which has helped put the portfolio in good ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... account in this analysis, such as inter-funding, our individually negotiated client arrangements, and the costs we pay to third party providers in our 'manager of managers' approach," Mercer said of the analysis. "We're confident in the value of the ...

Adviser exam pass rate declines

MATTHEW WAI  |  MONDAY, 7 APR 2025
... where 77% passed in November with 289 participants. The passing of the exam is required before an adviser initiates the third quarter of their professional year and they also need to be authorised by an Australian financial services licensee as a provisional ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... Generation X, aged between 44 and 59, are likely to be the "greatest beneficiary" of the great wealth transfer, with over one-third (35%) expecting to inherit over $500,000. Comparatively, only 20% of Millennials, aged between 29 and 43, are expected ...

ASIC tiptoes around private markets intervention

KARREN VERGARA  |  WEDNESDAY, 2 APR 2025
... already dominate the ASX. Longo acknowledged that the ASX has "topped out" for super funds. Between one quarter and one third of the ASX comes from superannuation money, he said. "I would expect, I think, that superannuation funds are doing the right ...

Not one trustee tracked end-to-end claims handling times: ASIC

ANDREW MCKEAN  |  MONDAY, 31 MAR 2025
... issues within the trustees' control. Additionally, 17% of claimants were identified as experiencing vulnerability, and a third of those cases were "handled poorly." The disparity in claims closed within 90 days was also highlighted, with the fastest ...

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... forward to his contributions as we continue to expand our local presence with EQT Nexus in this space." On joining the world's third-largest private equity firm, Bullock said: "I am thrilled to build upon EQT's private wealth strategy in Australia and ...

Holding mega-cap stocks could be detrimental: Research

ELIZA BAVIN  |  WEDNESDAY, 26 MAR 2025
... Magnificent Seven - Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia and Tesla - on their own accounted for about a third of the market value of the S&P 500. Those levels of concentration then pulled back after the mega-caps suffered falls ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... Generation Advisory (AZ NGA). In 2024, EWM merged with Blue Harbour Financial Partners and Logiro, making the current merger the third transaction in the past 12 months - it will continue to seek growth and expansion in capacity and capability through ...