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Showing 1 - 10 of 3424 results for "Scale"

Canopy Investors shuts doors, winds up fund

KARREN VERGARA | FRIDAY, 5 JUN 2026

... responsible entity BFML has a duty to act in the best interests of unitholders, and the fund has not been able to achieve the scale required to achieve its aim," he said. "All funds will be returned to unitholders, who have been notified of the wind ...

Otivo launches AI-powered financial advice

MATTHEW WAI | THURSDAY, 4 JUN 2026

... without licensing gives you speed without accountability. A licensed platform without AI gives you accountability without scale. Otivo delivers both." The app is live on iOS, with Android to follow, and is free to every Australian until 30 June 2026. ...

Macquarie AM launches global small caps ETF

ELIZA BAVIN | THURSDAY, 4 JUN 2026

... growth. MAM said the global small cap universe is broad and diverse, making it difficult to assess companies consistently at scale through traditional research alone. MAM said its systematic investment approach is designed to address this complexity ...

Raiz names new chief executive

KARREN VERGARA | WEDNESDAY, 3 JUN 2026

... opportunity to help millions of Australians build wealth, through accessible products and education and guidance delivered at scale," Keary commented.

Invesco, Trinetra IM strategies to wind up

KARREN VERGARA | WEDNESDAY, 3 JUN 2026

After failing to scale, Invesco's True Balance Fund and Trinetra Investment Management's emerging markets strategy are set to wind up. The multi-asset Invesco True Balance Fund, which had about $37.5 million in assets, will terminate on June 4. Application ...

Brookfield accelerates infrastructure strategy in Australia

VINNY VUCAGO | WEDNESDAY, 3 JUN 2026

Brookfield has expanded its private wealth offering in Australia with the launch of an infrastructure income fund designed to provide wholesale investors access to the assets managers global private infrastructure portfolio. The Brookfield Infrastructure ...

US and Aussie shares 'incredibly divergent': UniSuper

VINNY VUCAGO | TUESDAY, 2 JUN 2026

... scepticism over the years about the durability of the AI boom, but actual AI usage is now skyrocketing," Colosimo said. The scale of investment is also accelerating combined capital expenditure from Amazon, Google, Microsoft and Meta is expected to reach ...

Super funds push back on CSLR: SMC

VINNY VUCAGO | TUESDAY, 2 JUN 2026

... protection reforms to reduce future claims on the scheme. "Prevention is always better than clean-up. Nothing short of large-scale consumer safety reforms that comprehensively lift the bar on consumer safety will stop continuous flooding of the scheme. ...

NGS Super names chief member officer

RIDDHIMA TALWANI | TUESDAY, 2 JUN 2026

NGS Super has appointed Adam Parsons as its chief member officer, who will lead the super fund's Member Business unit responsible for member growth, engagement, financial advice and user experience. Parsons has over 20 years' experience across superannuation ...

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI | TUESDAY, 2 JUN 2026

... noted 20% of its MDA funds under advice (FUA) are currently structured under this approach, providing greater flexibility to scale. "We have already successfully implemented TAA changes at a significantly reduced cost for clients which reinforces the ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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