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| | | ... into the active ETF space and that trend looks to continue in 2025, where large investment managers who have predominantly run unlisted strategies are adopting the dual access model or opening an ETF share class," Ibrahim said. "Throughout 2025, we believe ... |
| | | | ... projects. Some have doubled tolls on US commercial vehicles, while others have ordered the removal of US alcohol from government-run liquor stores. China also retaliated, slapping higher import levies on US$21 billion worth of US agricultural and food ... |
| | | | ... Falcon Capital nearly one year after investors were locked out from accessing their funds. The First Guardian Master Fund is run by First Guardian Capital, a Melbourne-based investment management and corporate advisory firm. In May 2024, Falcon Capital ... |
| | | | Buyers of financial planning practices and client books are becoming more focused on profit, leading acquirers to be much more discerning when it comes to fee per client - but they should continue to trade at a premium to other small businesses. According ... |
| | | | ... director of client portfolios. BFA Global - which connects high-net-worth individuals and family offices with opportunities - is run by Belz - a former executive at Goldman Sachs and Victor Smorgon family office- and Ezekowitz who spent 20 years at RBC ... |
| | | | ... under control - if anything, we're going to be walking on eggshells for the rest of the year until we've had a solid run of lowered inflation." The largest contributors to the annual movement were food and non-alcoholic beverages (+3.3%), housing ... |
| | | | ... clear is that generative AI is going to be defining technological shifts, and it's going to change the way businesses are run, across basically every industry." Warton said the most recent US reporting season has only further reinforced that view, with ... |
| | | | Merlon Capital Partners has hired two investment specialists from Platinum Asset Management and invited former AMP chief Andrew Mohl to join a new advisory board. Julian McCormack and Kirit Hira have joined the investment team as portfolio managers. ... |
| | | | Former Melbourne financial adviser Bradley Grimm will continue to serve his sentence after failing to have his dishonesty conviction and prison term overturned. Grimm pleaded guilty to three counts of engaging in dishonest conduct whilst running a financial ... |
| | | | Financial planning firm Centaur Financial Services has moved to its own AFSL and made a key hire in the process. Since 2015, Centaur has operated under a co-op licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur ... |
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