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Showing 21 - 30 of 442 results for "Mount"

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
CPA Australia says the drastic exodus of financial advisers has put Australians' retirement money at risk, possibly leading them to invest in higher-risk schemes. According to the Financial Adviser Register, there are only 15,300 advisers left in the ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
Ascalon Capital has strengthened its leadership team with the appointment of a chief executive and two new partners, including a founder of Zenith Investment Partners. Aubrey Roga joins as chief executive of the investment consulting and asset management ...

HESTA turns the lights back on after service shutdown

ANDREW MCKEAN  |  WEDNESDAY, 4 JUN 2025
HESTA has completed the transition of its member administration services to GROW Inc, restoring online services after a seven-week disruption to transactions and app access. HESTA, which has over one million members, said this marked the end of one ...

Former Qualitas duo launch funds management shop

ANDREW MCKEAN  |  TUESDAY, 13 MAY 2025
Former Qualitas duo Manuel Paraskevos and Ethan Dixon have opened Poinsettia Capital, a Brisbane-based advisory and funds management firm that provides tailored debt and equity finance for mid-market residential projects in South-East Queensland. The ...

The top-performing (and worst) asset classes of the past year

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
Mercer's annual periodic table, which charts 17 major asset classes investment returns on an annual basis over the last decade, reveals that there's few reliable themes, except that greater risk tends to be rewarded by greater return. Equity ...

US equities face volatility as growth risks mount: Morgan Stanley

ANDREW MCKEAN  |  TUESDAY, 11 MAR 2025
US equities face a volatile path ahead as policy uncertainty, fiscal constraints, immigration enforcement, the lagged impact of interest rate hikes, and strong dollar combine to pressure earnings forecasts, according to Morgan Stanley. The investment ...

Alpencrest ramps up expansion, signs Aussie affiliate

KARREN VERGARA  |  FRIDAY, 21 FEB 2025
Alpencrest Capital, a funds management incubator focused on distribution, has signed up its fifth affiliate and expects to come to market with three unit trusts in five months' time. Read Price and Camilla Love set up Alpencrest 18 months ago and officially ...

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
Rest is the latest fund to botch its handling of insurance - this time for incorrectly charging uninsured members for coverage - adding to a growing pile of industry failures. Rest's mishandling comes as other major superannuation funds have been caught ...

One more vote needed for $3m super tax

MATTHEW WAI  |  THURSDAY, 6 FEB 2025
Despite being dropped from the Senate program today, the Better Targeted Superannuation Concessions Bill could soon be a reality, with the government needing to secure just one more supporter. The Bill was supposed to be debated in the Senate today ...

Investors should avoid overvalued US sectors: Talaria

ELIZA BAVIN  |  FRIDAY, 17 JAN 2025
With global equity markets continuing to soar, an investment strategy that offers some genuine diversification should serve Australian investors well in 2025, Talaria Capital co-chief investment officer Hugh Selby-Smith said. Selby-Smith said strong ...