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| | | ... concentration risk. "We believe the firm learned valuable lessons from this episode, and we expect investors will benefit over time from the improvements that have been implemented." Regal chair Michael Cole said 2025 was a year of strong financial performance ... |
| | | | ... the long-term positioning of this and all businesses within this division at that time," Crole said. "We are confident that over the next 12 months, as we complete the review of InterPrac and implement these initiatives, we can reposition this division ... |
| | | | ... from $595,000. Couples would need a super balance of $730,000, up from $690,000. On an annual basis, homeowners aged 65 and over now need $77,375 for a comfortable retirement as a couple, and $54,840 for a single. The lump sums required for a modest ... |
| | | | ... high-conviction satellite allocation and targets absolute returns in excess of the MSCI All Country World Net Index (AUD) over a five-year period. Since its inception on 1 November 2022, the strategy has generated a return of 25.1% p.a. as of January ... |
| | | | ... strategy were lowered to broaden the investment universe and mitigate some of the extreme volatility the option had seen over the years due to its concentrated nature. As a result, companies such as Microsoft and Nvidia became top holdings in the portfolio. ... |
| | | | ... Prasad joins the wealth management firm from KPMG, where she was a partner in the family and private client business. She has over 18 years of experience in wealth structuring and governance, guiding families and not-for-profit boards through the intricacies ... |
| | | | ... flows in prior periods," Praemium said. The group's revenue from contracts reached $56 million, which was up 5.3% year over year, primarily due to platform FUA growth. This was offset by lower revenue from OneVue legacy advisers. This impact translated ... |
| | | | Mason Stevens has named Leanne Taylor as chief investment officer as it continues its push into the high-net-worth (HNW) and ultra-high-net-worth (UHNW) segments. Mason Stevens said the appointment reinforces its commitment to delivering institutional-grade ... |
| | | | To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ... |
| | | | Financial advisers can bridge the gap in aged care advice, according to an expert, who says that too many elderly people are suffering from the confusion and misinformation surrounding the new aged care reforms. Louise Biti, director of Aged Care Steps ... |
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