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Showing 11 - 20 of 349 results for "Julia"

MA Financial to realise $20m on aged care facility sale

MATTHEW WAI  |  MONDAY, 2 MAR 2026
ASX-listed MA Financial Group will sell the sole asset of its MA Aged Care Fund, delivering investors almost threefold returns. MA Financial has signed an agreement to sell Infinite Care to Anglicare Sydney for an undisclosed sum. It is due to be completed ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
A new report revealed an uplift in adviser expectations across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment ...

Super moves: ART, Allianz, HESTA, AusSuper

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
Australian Retirement Trust has appointed a 22-year Deutsche Bank veteran to lead its London office, strengthening the superannuation giant's presence in one of its key offshore investment hubs. Michael Weaver, ART's general manager of mid-risk ...

Investment managers ramp up AI use in front offices

RIDDHIMA TALWANI  |  TUESDAY, 20 JAN 2026
... standard for the data master that LLMs and analytics can reliably reference," Deloitte Global investment management leader Julia Cloud said. "Dynamic organisations that pair single-platform access with disciplined governance and ongoing monitoring can ...

Study reveals who bares brunt of US tariffs

ELIZA BAVIN  |  TUESDAY, 20 JAN 2026
Contrary to US government rhetoric, the cost of US import tariffs is not borne by foreign exporters, according to new research from the Kiel Institute for the World Economy. The report revealed that instead, they hit the American economy itself. The ...

Preparing earlier boosts average super balance by over $250k: Brighter Super

MATTHEW WAI  |  FRIDAY, 5 DEC 2025
Australians who plan ahead are not only more comfortable in retirement but also see their super balances growing "significantly" higher than those who wait, research reveals. According to the latest Brighter Super & Investment Trends 2025 Retirement ...

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 ...

L1 Group aims for $35m in cost reductions post-merger

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
The newly formed L1 Group is targeting a cost reduction of $30-35 million within the next 18 months as it looks to capitalise on synergies created by the merger. Recently appointed L1 Group chief executive and managing director Julian Russell noted ...

L1 Group replaces chief, seeks $330m

KARREN VERGARA  |  WEDNESDAY, 29 OCT 2025
Jeff Peters is exiting L1 Group as chief executive as a replacement immediately fills his seat. The group is also embarking on a $330 million raise. Peters, who is also managing director, leaves L1 Group effective today. He is replaced by Julian Russell. ...

WAM takes over PIA board, vows to lift underperformance

KARREN VERGARA  |  WEDNESDAY, 22 OCT 2025
Wilson Asset Management (WAM) has successfully taken over the board of the Pengana International Equities (PIA) LIC in the hope of overhauling its investment strategy amid continued underperformance. WAM's Geoff Wilson and Jesse Hamilton, and Richard ...