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Showing 21 - 30 of 38304 results for "Year"

FAAA warns adviser levies could exceed $5k as ASIC costs climb

VINNY VUCAGO  |  FRIDAY, 17 JUL 2026
Financial advisers could face more than $5000 in combined regulatory levies this financial year, with the Financial Advice Association Australia ( FAAA ) warning rising ASIC and Compensation Scheme of Last Resort (CSLR) cost are placing unsustainable ...

Eiger Capital co-founder flags retirement

KARREN VERGARA  |  FRIDAY, 17 JUL 2026
... announced his retirement. Wood told investors he will remain on the portfolio management team until the end of the 2027 financial year to ensure a smooth transition, after which he will serve as a strategic adviser and mentor. Wood, Victor Gomes and ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
After a four-month hiatus, the sales director is now calling Evidentia Private, the private wealth arm of Evidentia Group, home. Former T. Rowe Price head of intermediary sales for Australia Jonathon Ross has joined Evidentia Private as principal, private ...

Another MWL adviser banned over Shield collapse

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
ASIC has banned another MWL Financial adviser Nicole Niu from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business for ...

FY26 ASX listings sat below five-year average

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
Although ASX recorded its strongest listings in the financial year ending 30 June 2026 since FY22, the latest figure remained below the five-year average of 101, with the number of total listed entities continuing to fall. New listed entities number ...

Australian Ethical adds $1bn to FUM in three months

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
The ethical manager wrapped up the financial year with a strong performance, gaining almost $1 billion in funds under management (FUM) to $14.5 billion from the March quarter. The performance was a result of strong rollover activity and growing super ...

Swedish PE giant sweetens offer bid for Perpetual

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
... lacklustre performance of boutique J O Hambro Capital Management and boost its assets to $60 billion by 2030. Earlier in the year, Perpetual entered a binding agreement with Bain Capital to sell its wealth management business for $550 million. "Ultimately ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
Netwealth has capped off another record year, growing funds under administration (FUA) to $135.7 billion as strong adviser inflows and improving markets offset elevated withdrawals from a handful of ultra-high-net-worth clients. The wealth platform ...

Igneo opens private infrastructure strategy to advised investors

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
Igneo Infrastructure Partners has launched its first private infrastructure fund for advised and wholesale investors in Australia. Igneo said the fund expands access to an asset class that has historically been reserved for institutional investors. ...

First Mutual unregistered MIS wound up

KARREN VERGARA  |  WEDNESDAY, 15 JUL 2026
... recover available assets, assess claims, and, where funds are available, distribute them to creditors and investors. Last year, the court froze FMPE's and Cotton's bank accounts and appointed Woods and Algeri as receivers.