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Showing 641 - 650 of 16719 results for "Client"

ART taps ex-HESTA manager for opportunistic role

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
A former HESTA portfolio construction and risk manager has emerged at Australian Retirement Trust. Australia's second-largest superannuation fund has appointed Michael Sommers as senior portfolio manager, opportunistic strategies. Sommers' mandate ...

Super outflows persist but profits up at Insignia Financial

RIDDHIMA TALWANI  |  THURSDAY, 19 FEB 2026
... rising to $85.8 million. Insignia Financial said the increase in revenue was mainly due to higher average advice fees, new client growth and modest growth in asset-based fee income in Shadforth. "The advice business delivered net revenue growth and an ...

HUB24 posts record HY inflows, advisers on platform jump by 8%

RIDDHIMA TALWANI  |  THURSDAY, 19 FEB 2026
HUB24 has reported a profit of $59.7 million in the first half of the financial year, up 80% from the previous year, and more than $10 billion in net inflows. It will pay a fully franked interim dividend of 36 cents per share for the period, doubling ...

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
... said he was pleased to see ASIC highlight one positive example of an SMSF establishment in the report. "In this case, the client had several account-based pensions within the SMSF, different taxable and tax-free components while maintaining a single ...

Looming Div 296 tax prompts urgent tax, retirement planning

KARREN VERGARA  |  THURSDAY, 19 FEB 2026
With the Division 296 superannuation tax soon becoming a reality, members with large sums of wealth must consider their tax planning and retirement strategies and act with urgency, according to an SMSF expert. At the SMSFA National Conference this morning ...

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA  |  WEDNESDAY, 18 FEB 2026
Several forces are fuelling the unprecedented rise in SMSF establishments, and while financial advisers used to be the driving force behind this, they are now getting left behind, according to industry experts - but they can reclaim their lead. New ...

Magellan profits fall, focuses on 'progress'

ELIZA BAVIN  |  WEDNESDAY, 18 FEB 2026
... capital-disciplined business with a strong balance sheet and stabilising flows, positioning the group well to continue delivering for client and creating long-term value for shareholders." Magellan has been working towards turning the business around ...

MA Financial, Dimensional launch new offerings

RIDDHIMA TALWANI  |  WEDNESDAY, 18 FEB 2026
MA Financial has launched an Asia Pacific private credit fund as part of a strategic partnership with China Merchants Bank (CMB), while Dimensional is launching a new fund focused on highly profitable companies. The MA CMBI APAC Credit Opportunities ...

Netwealth reports HY loss after $100m payment to First Guardian victims

ELIZA BAVIN  |  WEDNESDAY, 18 FEB 2026
Netwealth has reported a half year net loss of $2.2 million after refunding more than $100 million to victims of the First Guardian Master Fund collapse. Excluding the First Guardian expense, Netwealth said net profit after tax would have grown 19.9% ...

Challenger results a 'headline miss'

ELIZA BAVIN  |  TUESDAY, 17 FEB 2026
Challenger reported a statutory net profit after tax (NPAT) of $339 million, a massive 369% increase, in the first half of 2026. Normalised NPAT came increased 2% to $229 million and assets under management increased 3% to $128 billion. Despite the ...