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Showing 61 - 70 of 1755 results for "Profile"

Fidante shutters Ox Capital

KARREN VERGARA  |  WEDNESDAY, 1 APR 2026
... investor demand for the strategy. "Specifically, the review considered the level of assets under management, the investor profile and the growth outlook for the strategy, and requirements to reach scale," he said. "We are now focused on an orderly selldown ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
... advised four clients to switch their superannuation funds using an advice process that outsourced the fact find and risk profile assessment to an unlicensed third party referral partner, ASIC said. He was also found to have provided "predetermined" advice ...

Prime Super closes two options

KARREN VERGARA  |  WEDNESDAY, 25 MAR 2026
... investment option. Prime Super said it considered the Cash option best aligns with the Fixed Interest option in terms of risk profile, with 100% investment allocated in defensive assets. The Income Focused option for Accumulation (Super Fund) will discontinue ...

Australian Ethical makes changes to super menu, fees

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
... align with its objectives, over 10 years its returns are similar to that of the Growth option without the elevated risk profile. At the same time, from June it will introduce a new Conservative Balanced investment option for accumulation and pension ...

Geopolitical risks, private credit threaten financial stability: RBA

KARREN VERGARA  |  FRIDAY, 20 MAR 2026
... credit markets could spill over to Australia. In its latest Financial Stability Review report, the RBA highlighted high-profile defaults of automotive parts supplier First Brands Group and subprime auto lender and dealer Tricolor last year underscored ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... Wealth Management, which has $21.9 billion in funds under advice, in a deal worth roughly $550 million. Lloyd, a high-profile figure in wealth management, has led both Perpetual Group and MLC - then National Australia Bank's wealth management division ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
... premium that can materially improve long-term real return outcomes for clients who have the time horizon and liquidity profile to accommodate them," Bova said.

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... value proposition over successive rolling five-year windows. "The data once again highlights the distinct performance profile of SMSFs. While APRA funds outperform SMSFs at the median, stronger upper-tail outcomes in the SMSF sector often lift average ...

Advice remains profitable for those who prepare: Centurion Market Makers

JAMIE WILLIAMSON  |  THURSDAY, 5 MAR 2026
... with regional practices typically valued for less, depending on whether they're in a significant regional centre. The age profile of clients also remains important to valuations. Centurion Market Makers said it has seen reduced appetite for small client ...

Fidelity promotes high-profile resources analyst

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026
Fidelity International has promoted renowned metals and mining analyst to the rank of portfolio manager Sam Heithersay has been named co-portfolio manager of the local equity funds - Fidelity Australian Equities Fund and Fidelity Funds - Australian ...