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Showing 561 - 570 of 18231 results for "Plan"

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack, to be run by a separate management team. intelliflo ...

QIC harvests rare earth elements to turbocharge net zero transition

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
QIC has made an investment via its $150 million QIC Critical Minerals and Battery Technology Fund (QCMBTF) to support Ark Mines' Sandy Mitchell Rare Earths Project. The project, located 230km northwest of Cairns, contains significant resources of ...

Three portfolio managers exit Stewart Investors

KARREN VERGARA  |  MONDAY, 25 AUG 2025
... Gait, Sashi Reddy and Sujaya Desai. We thank them for their contributions to Stewart Investors. A comprehensive transition plan is in place to address the changes and ensure portfolio management continuity," FSI said in a statement. As of December 2024 ...

APRA sets higher cybersecurity expectations for trustees

KARREN VERGARA  |  FRIDAY, 22 AUG 2025
... points of failure within entity systems, processes and dependencies," APRA wrote in its newly published 2025-26 Corporate Plan. At a media briefing yesterday, APRA chair John Lonsdale said that super funds are "making progress" on implementing MFA. "We've ...

Insignia Financial back in the black

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
After reporting a $185 million loss last year, Insignia Financial has clawed its way back to a $16.1 million profit in FY25. Insignia Financial has undergone an extensive cost optimisation program in recent years, which included transitioning its master ...

Perpetual flags $153.7m impairment

ELIZA BAVIN  |  THURSDAY, 21 AUG 2025
Perpetual has flagged there will be a non-cash impairment charge of around $153.7 million, post-tax, in its FY25 results after completing impairment testing for the financial year. Perpetual said the non-cash charge includes an additional impairment ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
The latest findings from Investment Trends reveal that only half of financial advice practices report positive momentum when it comes to profitability. The 2025 Adviser Business Model Report shows that profitability in the sector continues to improve ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
A new Praemium study found that managed accounts are slowly becoming an essential tool for local financial advisers. According to the survey, 62% of financial advisers currently used managed accounts, an increase from about 59% earlier this year, and ...

CEDA calls for 'seamless economy' reforms as Roundtable begins

ELIZA BAVIN  |  WEDNESDAY, 20 AUG 2025
... that will take time to achieve, such as broad-based structural tax reform. "Our seamless economy proposals outline a clear plan for some achievable and beneficial quick wins." This comes after Treasurer Jim Chalmers kicked off the Economic Reform Roundtable ...

Funds SA pushes for efficiencies with AI targets

JAMIE WILLIAMSON  |  TUESDAY, 19 AUG 2025
Targets around the use of artificial intelligence (AI) will be baked into the performance plans of every staff member at the centralised investment manager. Funds SA is rolling out an AI strategy, aimed at boosting efficiencies and productivity within ...