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Showing 521 - 530 of 12167 results for "May"

Bennelong boutique shuts up shop

JAMIE WILLIAMSON  |  WEDNESDAY, 30 JUL 2025
... has closed its doors. As first reported by Financial Standard, the boutique wound up the Touchstone Index Unaware Fund in May. This was largely due to the low funds under management of about $14 million. At the time, Touchstone said it would continue ...

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
... of the regulatory concern lies a fundamental problem: unlike ASX-listed shares, which reprice by the second, private assets may only be revalued quarterly, semi-annually, or even annually. This creates "valuation lag"-a gap between what an asset is worth ...

Former CBA chief economist joins UniSuper

ELIZA BAVIN  |  TUESDAY, 29 JUL 2025
... board and chair of Australian Business Economists. Halmarick spent 15 years with CBA, taking on the role of chief economist in May 2020. During his tenure, Halmarick pioneered the use of CBA's own data to extract key insights into the Australian ...

Regal assets hit $18bn

KARREN VERGARA  |  MONDAY, 28 JUL 2025
Regal Partners' total assets under management (AUM) reached $17.7 billion in the last quarter. This marks a 7% increase on the $16.5 billion of AUM reported at the end of March, driven by inflows and positive investment performance across different ...

ASIC loses appeal against Finder Wallet

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... holder," ASIC said. "Entities providing services in relation to crypto-related products should be aware that such products may be financial products. "This decision highlights the challenges in the current regulatory framework concerning debentures and ...

Mercer Super, Virgin Money Super members caught in Australia Post burglaries

KARREN VERGARA  |  FRIDAY, 25 JUL 2025
... Mercer Super, which owns a large number of GPO boxes at the location, said it does not know the exact number of members that may have been impacted. Virgin Money Super is part of Mercer Superannuation. Mercer Super Trust has more than one million members ...

Treasury opens consult on non-compete reforms

ELIZA BAVIN  |  FRIDAY, 25 JUL 2025
... Treasury's consultation paper says. "These clauses dampen job mobility, even when they are not legally enforceable, since employees may believe they cannot change jobs. This affects their ability to move to a better-paying and more productive job, or ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... from 5 June 2017 to 30 September 2022, and from 27 March 2023, while Crossing was authorised between 20 November 2018 and 22 May 2025. The banning period for both advisers commenced on July 18. ASIC found that both advisers gave "inappropriate advice" ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
... supporting clients at a ratio of 1:230+, which is 60 per cent above the industry norm. Although the average client account balance may be lower, the client's need for advice can be on par," said Pettit. That means the group can focus on providing ...

AustralianSuper taps NYC pension deputy CIO

MATT TOLEDO  |  THURSDAY, 24 JUL 2025
... that serve the city's public employees. The five funds, overseen by the comptroller, manage $288.59 billion, as of the end of May. The office of the New York City Comptroller Brad Lander announced the departure of Kądziela from the Bureau of Asset management ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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