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Showing 11 - 20 of 2727 results for "BEA"

Morningstar names most compelling funds

ELIZA BAVIN  |  MONDAY, 30 MAR 2026
In its inaugural Best of Breed - Australia and New Zealand report, Morningstar has named which active funds provide Australian investors with the best long-term potential. The report selected six equity strategies, five Australian and one from New Zealand ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
Sequoia Financial Group has offloaded InterPrac Financial Planning for $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
Arthur J. Gallagher & Co. (AJG) has acquired Queensland financial advice firm Asset Partners Private Wealth. Robina-based Asset Partners Private Wealth was acquired for an undisclosed amount by Illinois-headquartered AJG. The advice firm previously ...

Active equity managers underwhelm in 2025: SPIVA

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
While 2025 was ripe for stock picking and active fund managers thanks to dispersion widening, according to the latest SPIVA Scorecard, the majority still failed to beat the benchmark. Australian active managers' performance in 2025 proved to be "underwhelming," ...

Janus Henderson says Victory deal could leave it 'gravely damaged'

RIDDHIMA TALWANI  |  FRIDAY, 13 MAR 2026
Janus Henderson has said the takeover bid by Victory Capital is not a superior proposal to the Trian Fund Management offer and will not be in the best interest of its shareholders. Stating the offer by Victory Capital presented significant consummation ...

First Super names interim investment lead

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
First Super has appointed an interim head of investments as it searches for a permanent replacement. Chris Artis, the former chief investment officer of the Meat Industry Employees' Superannuation Fund (MIESF), has joined the industry fund in the ...

UniSuper 'missed out' on gold rally, but for good reason: Pearce

RIDDHIMA TALWANI  |  FRIDAY, 20 FEB 2026
Despite the glittering gold rally, UniSuper has steered away from the bullion saying it does not produce income for its members. UniSuper chief investment officer John Pearce said the $166 billion super fund does accept gold to be a store of value and ...

Impact Alpha Partners boosts team ahead of new strategy launch

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
Impact Alpha Partners has appointed two industry veterans as it prepares to launch a new investment strategy. Lewis Bearman takes on the role of principal consultant for operations and governance, while Stevan Lambert joins as chief commercial officer ...

Ironbark exec finds new gig

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
ASX-listed Associate Global Partners has welcomed a head of private wealth and brokers to its distribution team. Scott Baker joins the multi-boutique asset management firm to support growth and deepen relationships with fund manager partners. He works ...

Alexander Funds' chief executive resigns

KARREN VERGARA  |  WEDNESDAY, 11 FEB 2026
Boutique fixed income manager Alexander Funds is searching for a new chief executive as the incumbent prepares to depart. Rachel Shirley, who is also the firm's co-founder, was appointed to the top job in 2022 after serving as chief operating officer ...