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| | | ... commenced in the role on May 25 for a five-year term, bringing more than two decades of experience across superannuation, funds management and financial services, spanning legal, regulatory and executive leadership positions. AFCA deputy chief ombudsman ... |
| | | | Rainmaker Information's latest data highlights that despite a 13% annual growth in funds under management (FUM) across all managed funds, unit trusts only made gains through positive market returns over the 12 months to March end. In the Managed Funds ... |
| | | | ... asymmetry for sophisticated investors," Bridgewest Venture chief executive Saum Vahdat said. The firm is also actively raising funds from US institutional and high-net-worth investors. Bridgewest Venture is part of the Bridgewest Group, which has portfolio ... |
| | | | ... group has updated its FY26 guidance, increasing security value based on strong performances from its institutional property funds management (PFM) platform. The group has increased its operating earnings per security from 100 cents to 103 cents, a 26.5% ... |
| | | | Industry superannuation funds will continue to adopt a hybrid framework of advice, integrating digital and human channels, as the number of advisers under super funds owned AFSL's has declined progressively in the last five years. Rainmaker Information ... |
| | | | ... deliver better retirement outcomes to their members has been inspiring," she said. Bravura also said AMP and other super funds have ramped up Midwinter-based initiatives to support members with more accessible, real-time financial advice. |
| | | | ... redemptions after a rise in withdrawal requests. These episodes have intensified scrutiny across the private credit sector, where funds raise money from investors and then loans to businesses are negotiated between the fund and the borrower directly. ... |
| | | | ... Investor Ethical Share Fund (ASX: INES); and Intelligent Investor Australian Equity Income Fund (ASX: INIF), with combined funds under management (FUM) of $280 million as at 31 March 2026. Notably, InvestSMART, through InvestSMART Funds Management Limited ... |
| | | | ... an audit of its compliance plan. Further, ASIC alleges that Equity Trustees allowed its members to invest 100% of their funds in First Guardian despite evidence it was or may have been illiquid. ASIC is also seeking compensation for members for losses ... |
| | | | ... ahead." In January, Australian Unity announced Joe Fernandes would step down from his role as executive general manager - funds management and group chief investment officer. At the time, Australian Unity said Fernandes played a pivotal role in leading ... |
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