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Showing 41 - 50 of 8705 results for "Report 499"

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
Generation Life and PPS Mutual are bolstering their distribution teams with senior hires. Generation Life named Robert Coulter as national key accounts manager, joining from Allianz Retire+ where he served as head of key accounts. Coulter will focus ...

Sequoia abandons InterPrac sale

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Following ASIC's concerns over the transaction, Sequoia Financial Group tore up the agreement to sell InterPrac Financial Planning to Conquest Investment Partners, saying the two parties failed to satisfy all the conditions within the required timeframe. ...

JANA appoints inaugural chief investment officer

JAMIE WILLIAMSON  |  FRIDAY, 1 MAY 2026
The asset consultant will soon have its own chief investment officer, hiring Matt Wacher to the newly created role. JANA said the appointment reflects its constant evolution as the world in which it operates changes, with client and regulatory expectations ...

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
A new report demonstrates financial advisers continue to favour the core-satellite investment methodology, but without structural and disciplined approaches, it can lead to a raft of unintended risks. The Vanguard Adviser Portfolio Trends Report 2026 ...

Treasury to abolish CGT discount: Reports

KARREN VERGARA  |  TUESDAY, 28 APR 2026
The government is set to ditch the 50% capital gains tax (CGT) discount and revert to the pre-1999 system where the cost base of an asset is adjusted for inflation, according to reports. Major news outlets report that Treasury will announce the change ...

Australia attracts $18bn for CRE investments in 2025: Knight Frank

MATTHEW WAI  |  FRIDAY, 24 APR 2026
Australia continues to be an attractive market for commercial real estate globally, attracting $18 billion in investments in 2025, Knight Frank said. According to Knight Frank's The Wealth Report 2026, cross-border investment in Australian commercial ...

HESTA snags TelstraSuper investment leader

MATTHEW WAI  |  FRIDAY, 24 APR 2026
HESTA has appointed a new head of portfolio design, hiring TelstraSuper's acting chief investment officer. Kate Misic will join HESTA in the role on June 15. The role was vacated by Dianne Sandoval when she departed the fund in December 2025. She ...

Addressing modern slavery risks more critical than ever: RIAA

KARREN VERGARA  |  THURSDAY, 23 APR 2026
This year's Responsible Investment Association Australasia (RIAA) Conference will help financial services professionals address modern slavery risk in portfolios, particularly as new laws propose entities should identify and take reasonable action ...

Rapid growth of UHNW population prompts management shift: Knight Frank

MATTHEW WAI  |  THURSDAY, 23 APR 2026
Australia continues to see rapid growth in the number of ultra-high-net-worth (UHNW) individuals and it's spurring a shift away from "blind" investing, Knight Frank said. According to Knight Frank's The Wealth Report 2026, Australia is currently ranked ...

ASX declares CHESS clearing services ready

ELIZA BAVIN  |  TUESDAY, 21 APR 2026
ASX has confirmed CHESS Release 1 is ready for market open to provide clearing services. ASX is aiming to implement Release 2 of CHESS replacement in 2029. ASX said all approved market operators (AMO) advised they successfully connected to the new system ...