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| | | ... operating model challenges of many new and prospective clients," Parker said. "With his extensive experience and proven track record in driving sales growth, Douglas is poised to lead our business development organisation into its next phase of success ... |
| | | | Generation Development Group has posted record inflows across its managed accounts and investment bonds businesses and capped off the milestone by entering the ASX 200. The group's funds under management (FUM) increased to $26.8 billion in the March ... |
| | | | The acquisition of OneVue and significant flows into the recently launched Spectrum offering have pushed Praemium's funds under administration (FUA) to $62.3 billion. Praemium's total FUA is up 17% year on year, its most recent quarterly update shows. ... |
| | | | ... Australian investment portfolios, especially in times of heightened market volatility. With prices breaking through the record level of US$3,000 per ounce, some investors may question whether gold has reached its peak. However, we maintain history suggests ... |
| | | | ... managing director Simon Madder said. "We look forward to bringing our two businesses together... Prime has a successful track record of working with founders and has a significant number as part of its leadership team. We warmly welcome the well-established ... |
| | | | ... "Brian is a seasoned financial services executive and highly experienced Non-executive director, with a distinguished track record of business success," Australian Ethical Investment chair Steve Gibbs said. "We welcome his deep investment management ... |
| | | | Mantis Funds has secured a distribution deal with Balmoral Investors, taking its micro cap strategy to market. Mantis Funds will distribute the Balmoral Investors Micro Cap Fund to wholesale investors, offering access to quality ASX-listed micro caps ... |
| | | | Challenger saw strong growth in annuity sales but its assets and funds under management fell in the third quarter of FY25. Challenger's funds under management were $115.2 billion, a $5.9 billion drop, mainly due to negative market movements, but also ... |
| | | | ... Investment Trends' recent report, revealing that close to 60% of Australian advisers are using MAs. The sector has also seen record-breaking growth, according to data from the Institute of Managed Account Professionals, with assets increasing 23.2% to ... |
| | | | ... Residential mortgage-backed securities are one of the fastest growing fixed income asset classes in Australia, reaching a record $59.2 billion of issuance in 2024, VanEck chief executive and managing director Arian Neiron said. "As a securitised debt ... |
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