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Showing 331 - 340 of 1059 results for matthew wai

Australian Ethical bleeds $500m amid geopolitical tension

MATTHEW WAI  |  THURSDAY, 16 APR 2026
Australian Ethical's funds under management sits at $13.57 billion, dipping by over $500 million since December as investment performance was hit by the conflict in the Middle East. But this was offset in part by the signing of a new institutional ...

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Depending on the type of business they want to do, financial advisers looking to inorganically grow their client base will have to pay slightly more for a book now, but valuations have stalled overall, according to Radar Results. In its latest price ...

Mutual Trust promotes executive to head of investment solutions

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
Family office Mutual Trust has promoted one of its directors to the newly created role to reinforce its contemporary wealth offering. Hemant Govan, previously head of research and portfolio management and stationed at the company for over nine years ...

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
... this part of the market, while ensuring capital is well protected." Meanwhile, also co-founder and co-portfolio manager Matthew Booker added that the vast majority of ASX small and micro-cap stocks don't generate earnings or cashflow. "Our investment ...

Australia is 'laissez-faire' on eligibility for semi-liquid investments: Morningstar

MATTHEW WAI  |  TUESDAY, 14 APR 2026
While investors in the US are becoming increasingly acquainted with semi-liquid structures, the story is vastly different here in Australia due to its regulatory landscape, Morningstar said. Morningstar's Demystifying Semiliquid Fund Structures - An ...

Aussies remain 'positive' about retirement: Challenger

MATTHEW WAI  |  MONDAY, 13 APR 2026
Despite a slight improvement in retirement sentiment, Challenger believes better access of financial education among older Australians, particularly regarding lifetime income stream strategies, will be beneficial to retirees. The third annual Challenger ...

NZ Super chair's term extended by two years

MATTHEW WAI  |  MONDAY, 13 APR 2026
John Williamson will continue to chair the Guardians of New Zealand Superannuation for a further two years, following his appointment in March 2024. His term will now conclude in October 2028. Announcing the reappointment today, New Zealand Finance ...

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI  |  FRIDAY, 10 APR 2026
SMSF Adviser Network (SAN) has closed its doors and subsequently seen its entire fleet of 85 advisers delisted from ASIC's financial adviser register (FAR). SAN's representatives were predominantly accountants who operated under a limited licence ...

WT Financial Group welcomes first chief financial officer

MATTHEW WAI  |  THURSDAY, 9 APR 2026
The ASX-listed WT Financial Group (WTL) has welcomed its inaugural chief financial officer, who was integral in the execution of the company's Investco strategy. Michael Peters has been appointed to the newly created role and will accelerate its consolidation ...

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI  |  THURSDAY, 9 APR 2026
Merchant Australia, a subsidiary of Merchant Investment Management (MIM), has welcomed two executives to focus on its growth domestically, with both joining chief operating officer and principal Rebecca Wells. Jamie Melville has joined as managing director ...