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Showing 1 - 10 of 10729 results for "May 2014"

Viridian promotes to investment team, launches Infinity

KARREN VERGARA  |  WEDNESDAY, 22 JUL 2026
Viridian Financial Group announced three promotions to its investment leadership team as it merges its asset management and private wealth businesses under a single unit called Infinity. Viridian has brought together Infinity Asset Management and its ...

Rest calls for better alignment in default options

MATTHEW WAI  |  TUESDAY, 21 JUL 2026
Rest conducted a survey addressing concerns around the ambiguity of standardised investment options and product labels. As a result, the industry fund is now calling for the government to strengthen alignment within the industry. The survey collected ...

Equities lead as Australian managed funds attract $13bn in H1

VINNY VUCAGO  |  TUESDAY, 21 JUL 2026
Australian managed funds attracted $13 billion in net inflows during the first half of 2026, with investors maintaining strong exposure to markets despite heightened geopolitical tensions and domestic economic uncertainty, according to new data from ...

Family businesses turn to external chief executives: Deloitte

RIDDHIMA TALWANI  |  TUESDAY, 21 JUL 2026
While family members will largely remain at the helm of family businesses post-succession, a Deloitte Private report anticipates a meaningful shift globally, with more businesses preferring outside professionals to step into the chief executive roles. ...

New 'high-risk' derivatives on the rise

MATTHEW WAI  |  MONDAY, 20 JUL 2026
An innovative financial product, known as perpetual futures contract (perps), are currently under the scope of the market regulator, spreading concerns that the "speculative" product may be unlawfully distributed towards retail investors. According ...

Prime Value licence suspended over reporting failures

VINNY VUCAGO  |  MONDAY, 20 JUL 2026
ASIC has suspended the Australian financial services licence (AFSL) of Prime Value Asset Management after the fund manager failure to meet its statutory audit and financial reporting obligations for two consecutive financial years. The corporate regulator ...

Aussies ditch 'Great Australian Dream,' pursue 'Great Australian Lifestyle'

KARREN VERGARA  |  FRIDAY, 17 JUL 2026
The "Great Australian Dream" has been superseded by the pursuit of the "Great Australian Lifestyle" as a new measure of success underscored by financial security, a new survey finds. MLC's new Real Retirement Report, compiled alongside McCrindle Research ...

Another MWL adviser banned over Shield collapse

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
ASIC has banned another MWL Financial adviser Nicole Niu from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business for ...

Warakirri, LongView launch home equity strategy

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
Warakirri Asset Management and LongView are partnering to bring a new shared equity co-investment fund exclusively to wholesale investors seeking access to Australia's residential property market. The Home Equity Fund 2 tracks the Cotality National ...

Solaris wins mandate from Mercer Investments

KARREN VERGARA  |  THURSDAY, 16 JUL 2026
Solaris Investment Management has won a mandate from Mercer Investments Australia, becoming one of the managers of an Australian shares strategy. Mercer's Australian Shares Fund for Tax Exempt Investors now has Ausbil Investment Management, Plato ...
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