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Showing 21 - 30 of 8389 results for "Los"

Data, compliance key to successful technology-enabled advice

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
While financial advice firms are at different stages of embracing artificial intelligence (AI), experts urge not to overlook two key areas before they go all in: data quality and compliance. Before considering anything else, a panel of technology and ...

Investor demand for infrastructure asset mandates intensifies: bfinance

MATTHEW WAI  |  TUESDAY, 19 MAY 2026
A new analysis shows momentum in private market search activity for real assets, including infrastructure, remained strong among institutional investors in the first quarter of 2026, despite private markets slowdown. According to bfinance's Q1 2026 ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
InterPrac Financial Planning is taking action against a former client and victim of the First Guardian Master Fund collapse for an Australian Financial Complaints Authority (AFCA) determination it is vehemently contesting. The new proceeding comes off ...

NZ Super 'accepts' court loss, updates policy

ELIZA BAVIN  |  THURSDAY, 14 MAY 2026
The Guardians of New Zealand Superannuation (Guardians), the manager of the $90 billion New Zealand Superannuation Fund, has confirmed it will not appeal a recent Judicial Review which found two of its policy documents were not formulated in accordance ...

Aussie active equity managers lack persistent outperformance: SPIVA

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
Australian active equity fund managers struggle to persistently outperform in the medium term as those that shone four years ago failed to triumph in 2025, the new SPIVA Australia persistence scorecard reveals. Among the Australian equity funds that ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
As the 2026 Budget promises "bold, broad and ambitious" tax reforms, in addition to easing cost-of-living pressures and strengthening fuel security, wealth managers decry investors and the economy will not come out on top. Last night, Treasurer Jim ...

ASIC to receive $10m in FY27 to improve MIS supervision

MATTHEW WAI  |  TUESDAY, 12 MAY 2026
The government will provide the market watchdog $10.3 million in the next financial year to enhance its ability to utilise data in its supervision of managed investment schemes. It comes as the government is providing $17.8 million over four years from ...

GQG reports nearly US$10 outflows, keeps FUM stable

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
GQG Partners has stemmed a substantial US$9.9 billion in outflows offset by stellar investment performance to end April with US$166.9 billion in total assets. Year-to-date figures show the fund manager offsetting nearly US$10 billion in client money ...

Bell Financial looks to diversify revenue, targets 'holistic' strategy

RIDDHIMA TALWANI  |  FRIDAY, 8 MAY 2026
Bell Financial Group (BFG) said it will continue to diversify its revenue streams to transform into a broader and more holistic wealth manager to respond to the changing structural landscape of the Australian wealth industry. It reported unaudited net ...

Magellan confirms job losses

ELIZA BAVIN  |  THURSDAY, 7 MAY 2026
Magellan has confirmed "a number of roles" will be impacted after it outsourced its global equities strategy earlier this week. The Magellan Global Fund - Open Class Units - Active ETF (ASX: MGOC) and the Magellan Global Fund Hedged investment strategy ...