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Showing 701 - 710 of 7722 results for "Currently"

Insignia Financial takes $53.5m profit hit

ELIZA BAVIN  |  TUESDAY, 4 MAR 2025
... liabilities at 30 June 2025. Insignia's share price was down close to 3% at the time of writing. The wealth manager is currently fielding several takeover offers and had given Bain Capital, CC Capital Partners, and Brookfield Asset Management's UK ...

Metrics acquires BC Investment Group

ELIZA BAVIN  |  MONDAY, 3 MAR 2025
... Income Opportunities Trust will acquire 100% of BC Investment Group (BCI) for $140.3 million from FEC Capital - which currently holds a 53.2% stake - and other minorities including management. Metrics Income Opportunities Trust, which is managed by Metrics ...

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... better placed to manage any future volatility in the financial markets in which we operate," Baragwanath said. "I'm currently focused on enhancing our competitive advantages. Our streamlined management structure, dedicated teams, and lower operating ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... billion, according to SMARS. There are more than 100 active SMA managers in the business of creating portfolios. "SMAs are currently the fastest growing sector in Australia with the regulator becoming increasingly aware of the adviser and investor confusion ...

Family office CIO joins Heritvest

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... career in helping families protect their wealth, including with the Myer Family Company. The investment chief - who currently chairs the Actuaries Institute's banking education faculty - joins Heritvest from Metrics Credit Partners, where he served ...

Super moves: Qantas Super, VFMC, AusSuper

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... of her position, according to Steve Travis, group executive of member growth. Accordingly, the superannuation fund is currently advertising for a head of retirement strategy and proposition. The new hire will oversee retirement strategy and be responsible ...

Chalmers looks to trade super pool for minerals with US

ELIZA BAVIN  |  THURSDAY, 27 FEB 2025
... by importing more Australian minerals. "The US has enjoyed an uninterrupted trade surplus with Australia since 1952, currently two-to-one. We impose zero tariffs on US imports," Chalmers said. "Around half of our exports are inputs into American domestic ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ...

NGS Super shutters direct investment option

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... members understand how much income they'll need in retirement. This will replace the TrueWealth retirement calculator NGS currently offers.

Property developer, investment firm goes 'all in' on Australia

ANDREW MCKEAN  |  WEDNESDAY, 26 FEB 2025
... Wealth. It launched its Australian financial services business in the lead up to the 2018 Banking Royal Commission and currently partners with 35 advice firms across Australia. "We are investing in established and profitable small to mid-tier financial ...