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Showing 11 - 20 of 4539 results for "Holding"

Scarcity Partners takes minority stake in Infocus

VINNY VUCAGO  |  WEDNESDAY, 27 MAY 2026
... Scarcity Partners have taken a minority stake in Infocus Wealth Management (Infocus). The financial terms and percentage holding remain undisclosed. Scarcity Partners notes the deal reflects growing demand for strategic capital among advice businesses ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
MPC Markets has selected HeirWealth Atlas to power the portfolio reporting capabilities within its Mosaic client platform. The partnership will provide MPC Markets advisers with consolidated multi-asset reporting, automated branded review documents ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
JPMorgan Chase chief executive Jamie Dimon grabbed headlines last year when speaking at one of the banking giant's quarterly earnings calls. "When you see one cockroach," he told analysts, "there are probably more." The cockroach Dimon was referring ...

Behavioural constraint is costing retirees greatly: Allianz Retire+

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... natural hesitation about large financial decisions, this is leaving many retirees unclear on their spending capacity and holding them back from plans that could help them enjoy the retirement they've worked hard for." Kane said to build "genuine confidence" ...

Russell Investments hires from BT

ELIZA BAVIN  |  TUESDAY, 19 MAY 2026
... replaces Bronwyn Yates, who is leaving the company after close to two decades. She became head of super in July 2025 after holding a variety of roles in strategy and product. Facer brings over 30 years' experience in superannuation, with previous ...

Investors rotate into fixed income as diversification demand grows: Capital Group

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
Institutional investors are increasing allocations to fixed income and broadening exposure beyond the US as they reposition portfolios for a more volatile and fragmented macro environment, according to new research from Capital Group. The firms Fixed ...

Plato launches global shares ETF

MATTHEW WAI  |  MONDAY, 18 MAY 2026
Plato Investment Management is broadening access to its Plato Global Shares Income Fund with the launch of an active ETF version on the ASX, marking its third investment solution on the exchange. The Plato Global Shares Income Fund - Active ETF (ASX ...

UniSuper makes investment changes for High Growth option

MATTHEW WAI  |  FRIDAY, 15 MAY 2026
... Sustainable High Growth options, UniSuper has diverted concentration towards cash and fixed interest, allocating a 5% holding into cash and fixed interest from the zero-exposure prior. The High Growth option has also reduced holdings in Australian (40% ...

Ausbil appointed co-manager for NYSE-listed fund

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
Ausbil has been appointed co-manager of a New York Life Investment Management (NYLIM) fund, helping oversee a new global small-mid cap equity strategy. Together with NYLIM, Ausbil co-manages the newly launched NYLI International Small-Mid Cap Equity ...

ART overhauls death and TPD insurance fees

RIDDHIMA TALWANI  |  FRIDAY, 15 MAY 2026
Australian Retirement Trust (ART) is overhauling its insurance premium rates for Super Savings members starting July 1, with Standard Death and Total & Permanent Disability (TPD) Assist charges decreasing on average by 14.1% and 31.2% for male and female ...