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Showing 631 - 640 of 6557 results for "QUAL"

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
Two funds managed by SG Hiscock (SGH) and Ruffer have closed due to lack of investor interest. The SGH Ex-20 Australian Equities Fund was terminated on February 3 for failing to reach its required scale and retain and attract the desired number of investors. ...

Jones flags drafting of Tranche 2 legislation

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Assistant treasurer Stephen Jones said Tranche 2 of the Delivering Better Financial Outcomes (DBFO) reforms remains a priority before he bows out of politics but fell short of confirming when the draft bill will see the light of day. Jones told a recent ...

Saxo Australia to rebrand after global takeover

MATTHEW WAI  |  TUESDAY, 11 FEB 2025
A global financial services and technology company has agreed to acquire a majority stake in Saxo Australia, expanding its offerings to the local market, flagging a brand revamp will be revealed after the completion of the transaction. Johannesburg-based ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
The federal government is backtracking on one key financial adviser education requirement by scrapping the list of approved qualifications and proposing to allow any bachelor's degree or higher. Assistant treasurer Stephen Jones this morning announced ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
Almost half (47%) of HESTA members retire involuntarily, according to new research commissioned by the super fund. The research - prepared by Evolved Thinking - surveyed more than 1800 pre-retirement health, aged care and community services (HACS) workers ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
Rebecca Scarrabelotti, formerly of Morgans Financial, has opened an independent financial planning boutique - Brisbane Independent Financial Advisory. Scarrabelotti's clients at her new advice practice are typically affluent and over 50. "They [my ...

Hamilton Lane closes venture fund at $615m

MATTHEW WAI  |  FRIDAY, 7 FEB 2025
Hamilton Lane has announced the final close of its first globally distributed venture vehicle, the Venture Access Fund (VAF), with the fund exceeding its target of $500 million by 23%. VAF's portfolio targets "top-performing, oversubscribed funds and ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
AMP is rolling out a new digital advice solution, in partnership with Bravura, providing its super fund members with retirement guidance. AMP Super's digital Retirement Health Check will allow its 700,000 members to find out when they can access ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
Warakirri Asset Management has hired a new manager to look after clients in New South Wales and Queensland. The boutique asset manager has recruited Trent Faehndrich as regional manager for those states. The recruit is tasked with growing Warakirri's ...