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Showing 641 - 650 of 12735 results for "TRU"

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
Advice platform AZ Next Generation Advisory (AZ NGA) has partnered with Sydney Financial Planning to grow the firm's presence. Through this collaboration, AZ NGA will expand its reach in the eastern suburbs, where Sydney Financial Planning bases its ...

Tyndall Asset Management calls time

KARREN VERGARA  |  TUESDAY, 2 DEC 2025
Tyndall Asset Management confirmed it will close its doors early next year following a mandate loss, saying the decision "reflects current dynamics in Australian large cap value equities" and its market position. Australian equities specialist Tyndall ...

Royal London AM launches four new funds locally

ELIZA BAVIN  |  TUESDAY, 2 DEC 2025
Royal London Asset Management has announced the launch of four new funds for Australian investors, with Equity Trustees as responsible entity. Royal London Asset Management manages $378 billion for clients in the UK and select international locations ...

Advisers acquired 300k new clients in 2025: Report

KARREN VERGARA  |  MONDAY, 1 DEC 2025
The number of new clients financial advisers acquired amounted to 300,000 in 2025, bucking the downward trend in recent years, an Investment Trends report shows. The 2025 Financial Advice Report found that after several years of decline in client acquisition ...

Centuria grows agriculture portfolio to $1.3bn with acquisition

RIDDHIMA TALWANI  |  MONDAY, 1 DEC 2025
Centuria Capital Group has acquired agriculture real estate manager Arrow Funds Management, increasing its agriculture assets under management (AUM) to $1.3 billion. Centuria will take over Arrow's agricultural real estate fund, Arrow Primary Infrastructure ...

Perpetual raises $268m to expand credit investments

RIDDHIMA TALWANI  |  MONDAY, 1 DEC 2025
Perpetual Credit Income Trust (PCI), Perpetual's ASX-listed investment trust, has raised $267.9 million from investors for further opportunities in credit and fixed income assets. The capital raise saw investors purchase units at $1.10, a 9.1% discount ...

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
Capital Haus has acquired Adelaide's advice business Baker Young, with the firm to retain its brand and staff. Baker Young founders Alan Young and David Baker will remain in active advisory roles, as Capital Haus will also move its existing client to ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
The Financial Advice Association Australia (FAAA) has launched the Advice Academy in a bid to help and support new entrants. Advice Academy offers training modules from Kaplan Professional, mentoring opportunities, a professional year (PY) hours tracker ...

AI to maximise returns for super members: Report

ANGELIQUE MINAS  |  FRIDAY, 28 NOV 2025
The Thinking Ahead Institute (TAI) released a global DC peer study that revealed the current outdated design of these pension funds are preventing younger members from receiving maximised returns. TAI co-founder Roger Urwin supported the report's findings ...

ASIC invites feedback on disclosure requirements

ELIZA BAVIN  |  FRIDAY, 28 NOV 2025
ASIC is inviting the superannuation and investment management sectors to have their say on changes to stamp duty and portfolio holdings disclosure requirements. The request follows a targeted review of superannuation investment disclosure requirements ...