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Showing 71 - 80 of 7280 results for "SMA"

AWAG's profit takes hit from geopolitics in FY26

MATTHEW WAI  |  TUESDAY, 25 AUG 2026
The Australian Wealth Advisors Group (AWAG) has reported a net profit after tax (NPAT) of $689,166 in the financial year ending June 30, down by some $360,000 compared to FY25. Revenue was also down 1.9% to $11.2 million, as AWAG explained the results ...

Trusts, foundations deploy $100m in catalytic capital: Report

KARREN VERGARA  |  MONDAY, 24 AUG 2026
A new report reveals Australian trusts and foundations have deployed $100 million into higher-risk, impact-focused investments over the past three years, signalling promising demand for catalytic capital despite the market remaining in its early stages. ...

T. Rowe Price scales fixed income ETF offering via acquisition

RIDDHIMA TALWANI  |  MONDAY, 24 AUG 2026
... under management by nearly 9%, more than doubling its fixed income ETF assets under management and expanding its fixed-income SMA business.

First Guardian victims advance in case against InterPrac

KARREN VERGARA  |  FRIDAY, 21 AUG 2026
Two victims of the First Guardian Master Fund linked to InterPrac Financial Planning, who collectively lost $465,000, have won a small victory in the Federal Court. Justice Beach on August 13 ordered InterPrac to pay the sums, which were calculated ...

Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
Assistant treasurer Daniel Mulino will forge ahead with the New Class of Advisers (NCAs) as part of highly anticipated Delivering Better Financial Outcomes (DBFO) reforms and laid out a blueprint of how the Compensation Scheme of Last Resort (CSLR) ...

Former NZ Super investment head lands chief executive role

MATTHEW WAI  |  WEDNESDAY, 19 AUG 2026
The former head of investments at the Guardians of New Zealand Super Fund - who left in November 2025 after a 14-year stint - has secured the top job at a national organisation. After almost a year since his departure from NZ Super, Hishaam Mirza is ...

JPMAM expands private equity strategy to wealth clients

RIDDHIMA TALWANI  |  TUESDAY, 18 AUG 2026
J.P. Morgan Asset Management (JPMAM) has launched the JPMorgan Private Markets Fund (JPMF) in Australia, in a bid to bring its institutional-grade private equity strategy to private wealth clients. JPMF is a diversified, multi-manager private equity ...

Viridian launches national broking business

VINNY VUCAGO  |  TUESDAY, 18 AUG 2026
Viridian Financial Group has launched Viridian Lending, bringing the mortgage broking operations under a single national brand as the group seeks to strengthen links between brokers and financial advisers. The launch completes the integration of the ...

Allianz Retire+ channels super directly to lifetime income

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
Allianz Retire+ has launched a new direct super pathway to access its guaranteed lifetime income solution for eligible Australians. Designed for individuals aged 50 to 80, Allianz Guaranteed Income for Life: Super+ (AGILE Super+) allows clients to invest ...

New investment governance provider for AFSL launches

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
A new investment governance service provider has opened its doors for small to medium-sized Australia financial services licence (AFSL) holders to enhance and strengthen their governance frameworks. Founded by three former Russell Investments directors ...