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Showing 21 - 30 of 738 results for "Version"

Regal Partners charts US expansion

JAMIE WILLIAMSON  |  FRIDAY, 30 MAY 2025
Regal Partners is planning a push into North America, as it also prepares to launch a multi-strategy income fund locally. Providing an update at the company's annual general meeting yesterday, Regal Partners chief executive Brendan O'Connor spoke of ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
... Popal's biography, once featured on Wealth Street's website, has since been removed. Editor's note: A previous version of this article incorrectly conflated the conduct of Wealth Street Pty Ltd with Wealth Street Property Pty Ltd. The matters ...

Pinnacle affiliate launches offshore version of smaller companies fund

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
... assets, aims to outperform the MSCI World Small Cap Net Index. Since its inception in June 2022, the Australian unit trust version of the fund has returned 18.7% per annum after fees (in AUD), outperforming the benchmark by 6.9% annually to April 15. ...

ClearBridge launches three active ETFs

KARREN VERGARA  |  TUESDAY, 15 APR 2025
ClearBridge Investments has launched three actively managed ETFs focused on global infrastructure on the ASX. The ClearBridge Global Infrastructure Value Fund Active ETF (ASX: CUIV), Global Infrastructure Value Fund (Hedged) Active ETF (ASX: CIVH) and ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... avoid investment mistakes," SMSFA chief executive Peter Burgess noted of the findings. EDITOR'S NOTE: The original version of this article stated incorrect figures on the establishment rate for each cohort based on the Class report supplied.

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... used. This includes all advice firm employees taking data and feeding it into apps like ChatGPT - particularly the free version. "You've got to be aware that we don't know where that data is always going," he said. Carter said that more than ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
Colonial First State (CFS) and Viridian Advisory have teamed up to offer a low-cost version of financial advice that starts at $500. The arrangement, available to CFS FirstChoice superannuation, pension, and investment clients, enables those who do ...

EQT wins RE mandates for FIIG Securities, Nanuk AM

MATTHEW WAI  |  WEDNESDAY, 30 OCT 2024
... World Fund's hedged unit class as an ETF has been driven by adviser demand for listed access to the currency hedged version of the fund, launched last year, which has attracted solid support from advisers and investors." The fund manager said the ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... three US Virginia-class nuclear-powered submarines to Australia. Meanwhile, the UK and Australia will deliver their own version of the submarines known as SSN-AUKUS based on UK's design. The UK will drop its first SSN-AUKUS in the late 2030s and ...

VFMC investment team takes shape

ELIZABETH FRY  |  FRIDAY, 18 OCT 2024
... chief. "So rather than having a deputy chief investment officer focused on, say, listed markets or private markets, our version of that is to adopt this delegation structure, which we think will work better for us," he explained. Former Frontier executive ...