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Showing 71 - 80 of 5023 results for "Model"

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
... 0.30% and 0.75%. However, across the portfolios analysed, Vanguard said there is a "long tail" of practices that apply the model liberally without clear purpose, which leads to overlapping exposures, style drift, excessive costs and unintended risks. ...

FinCap opens private investments menu for advisers

RIDDHIMA TALWANI  |  TUESDAY, 28 APR 2026
FinCap is launching a managed account platform in June which will help wholesale investors access professionally managed private asset exposures. It has also appointed BCA Research as a research partner to support the development of asset allocation ...

Treasury to abolish CGT discount: Reports

KARREN VERGARA  |  TUESDAY, 28 APR 2026
The government is set to ditch the 50% capital gains tax (CGT) discount and revert to the pre-1999 system where the cost base of an asset is adjusted for inflation, according to reports. Major news outlets report that Treasury will announce the change ...

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... business, if they acquire a small business, but it's been running for 20 years with existing customers and a proven model... is a less risky option... "I'm not saying we shouldn't [encourage entrepreneurship] but we're racing towards this succession ...

Government aims to 're-make' NDIS, redirect funding to aged care

MATTHEW WAI  |  THURSDAY, 23 APR 2026
Speaking at the National Press Club on Wednesday, minister for health and ageing Mark Butler said he will soon introduce a bill to ensure the sustainability of the National Disability Insurance Scheme (NDIS), seeing about 160,000 recipients' entitlements ...

EQT raises $21.8bn for Asia Pacific private equity fund

RIDDHIMA TALWANI  |  WEDNESDAY, 22 APR 2026
... EQT's broader investment platform. EQT said the fundraise strengthened its continued conviction in its "local-with-locals" model, with teams embedded in the region's key markets. This approach, it said, was further institutionalised by the 2022 combination ...

UniSuper halves admin fees for 42,000 members

RIDDHIMA TALWANI  |  TUESDAY, 21 APR 2026
UniSuper will halve its asset-based administration fee for the Flexi Pension retirement product starting July 1. More than 42,000 retired members in the product will pay a fee of 0.08% from the current rate of 0.16%. "Our ability to offer this significant ...

Partners Wealth Group unveils new identity for Partners Private

MATTHEW WAI  |  TUESDAY, 21 APR 2026
... expertise into one cohesive platform, designed to deliver institutional-quality opportunities within a client-first advice model. "As markets become more complex, private markets are playing an increasingly important role in portfolios, but our message ...

K2 AM to close small cap ETF

KARREN VERGARA  |  MONDAY, 20 APR 2026
... is building for the funds management and advisory business. "The investment in recent years in a third-party fund-of-fund model is performing well with strong alignment with high calibre and good performing external global and domestic managers," she ...

Brookfield sells minority La Trobe stake for $3bn

ELIZA BAVIN  |  FRIDAY, 17 APR 2026
... the next phase of growth at La Trobe Financial, leveraging its scale, origination capabilities, and diversified funding model. This transaction reflects our strategy on partnering with high-quality platforms underpinned by strong fundamentals, resilient ...