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Showing 21 - 30 of 31814 results for "New"

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... our members to provide an exceptional service for the long term," he said. Part of the broader reforms propose creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Many believe that super ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals. The majority (70%) of participants that have a combined US$1.4 billion net worth in J.P. ...

Almost one third fail adviser exam

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... Providers-Education and Training Standards) Amendment (2024) Measures No. 1) Determination 2024." Assistant treasurer Stephen Jones said the new laws allow flexibility by which advisers can demonstrate they satisfy the conditions of an approved degree ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ...

Antipodes acquires boutique manager

KARREN VERGARA  |  MONDAY, 29 APR 2024
... distribution responsibilities of the three funds - Premium Asia Fund, Premium Asia Income Fund, Premium China Fund, Premium Asia Fund New Zealand Investors, Premium Asia Income Fund - New Zealand Investors, Premium China Fund - New Zealand Investors ...

ClearBridge launches first local global equity fund

KARREN VERGARA  |  MONDAY, 29 APR 2024
... has returned 15.3% over 10 years versus the index's 12.5%. It requires a minimum initial investment amount of $20,000. New York-based ClearBridge head of global growth Elisa Mazen is one of the portfolio managers overseeing the strategy. She works ...

Plenary Group sells 49% stake to ADQ

KARREN VERGARA  |  MONDAY, 29 APR 2024
... stake in Plenary in 2016. CDPQ will continue to be invested and involved in a range of Plenary's Australian assets and support new projects. It also remains the majority shareholder (90%) of Plenary Americas. ADQ deputy group chief executive Hamad Al ...

J.P. Morgan lists new global equity ETF

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... their financial goals and round out their portfolios with conviction," he said. JPMAM head of wholesale for Australia and New Zealand Mark Carlile said with inflation starting to cool and market expectations of a soft or no landing, it's time for investors ...

New framework for investors to navigate AI released

ELIZA BAVIN  |  MONDAY, 29 APR 2024
Alphinity Investment Management (Alphinity) and CSIRO have released a responsible AI (RAI) framework and actionable toolkit to help investors navigate the accelerating AI opportunity. The Intersection of Responsible AI and ESG: A Framework for Investors ...

AFM Investment Partners brings new feeder fund to Australia

ELIZA BAVIN  |  MONDAY, 29 APR 2024
German renewable infrastructure specialist KGAL Real Investments has joined forces with AFM Investment Partners to bring Australian investors access to two impact funds. The feeder fund will give Australian investors access to KGAL's two impact funds ...