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Showing 21 - 30 of 697 results for "Generating"

Praemium reaches $78bn in FUA with HNW focus

MATTHEW WAI  |  WEDNESDAY, 22 JUL 2026
... activity is expected to continue moderating into FY27," Praemium said. Looking ahead, Praemium will continue to focus on generating strong net inflows across platform and Scope+, improving efficiency for new clients, and evolving and scaling its superannuation ...

Hostplus delivers double-digit FY26 returns

RIDDHIMA TALWANI  |  MONDAY, 13 JUL 2026
... technology-driven growth is not confined to the US or the Magnificent Seven, with economies such as Taiwan and South Korea generating significant value and supporting strong returns across the emerging markets asset class," he said. Hostplus' pension ...

Income generating index ETFs gain traction post Budget

RIDDHIMA TALWANI  |  FRIDAY, 10 JUL 2026
Index-based income ETFs have seen another record month of flows as the shift towards yield-focused funds gathers momentum, according to the latest ETF Market Scoop from Global X ETFs. Index-based equity income ETFs attracted a record $309 million of ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
... ensuring figures remain consistent, repeatable and auditable. The technology also aims to improve adviser productivity by generating meeting preparation materials, portfolio summaries and first-draft client communications directly from consolidated client ...

Future Generation returns top 20%

VINNY VUCAGO  |  WEDNESDAY, 8 JUL 2026
... managers, selected by the experienced Investment Committee, is designed to reduce concentration risk and volatility while generating attractive risk-adjusted returns," Hopperton said. The portfolio is managed by 16 active fund managers and has significantly ...

Global concentration risks to reorient investors: JBWere

RIDDHIMA TALWANI  |  MONDAY, 6 JUL 2026
... unknown," he added. Bertram said as investors work through the implications of recent tax changes, JBWere expects income-generating assets, including higher-yielding Australian equities, to receive greater attention as part of broader portfolio reviews. ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
... FAM operates as Centrepoint's employed adviser business, providing comprehensive financial planning services while generating reoccurring revenue through ongoing client relationships. The deal marks the next phase of Centrepoint's partnership with ...

Super the backbone of stressed financial ecosystem: APRA

MATTHEW WAI  |  TUESDAY, 30 JUN 2026
... scenario enforced, super funds were able to generate sufficient cash to meet the member and investment liquidity outflows, generating some $92 billion in liquidity from the sale of both equities and fixed-income assets, APRA confirmed. "Funds met liquidity ...

Poor succession plans expose advice firms to crisis events: Report

KARREN VERGARA  |  THURSDAY, 18 JUN 2026
... materially diminished," the report read. Interestingly, preparedness appears to improve with scale and revenue. Advice firms generating between $2 million and $3 million in annual revenue were more likely to have formal succession arrangements in place. ...

Investors pile into income ETFs amid upcoming tax changes

VINNY VUCAGO  |  FRIDAY, 12 JUN 2026
... high dividend ETFs have outperformed the broader share market by nearly 5% this year, reinforcing demand for income generating investments. Beyond income strategies, Australian resource ETFs also enjoyed a record month, attracting more than $205 million ...