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Showing 1 - 10 of 1103 results for %22Investment Trends%22

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... migrated during the quarter. Between $1.7 billion and $3 billion of FUA is due to migrate in the June quarter. Investment Trends named HUB24 as the best full-function platform in 2023, narrowly beating Netwealth. Praemium, BT Panorama, and Mason Stevens ...

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
Luke Dixon, the former research and investment strategy lead at AMP Capital, has joined RW Capital as the head of institutional capital and research. The White family office, led by the head of the Ray White Group, invests in direct lending, real estate ...

Evolution of investment operations spurs new recruitment trends

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2024
With demand for experienced investment operations talent outstripping supply, local employers are increasingly looking offshore for candidates with end-to-end skillsets. It's also impacting salaries. According to insights from Kaizen Recruitment, investment ...

AustralianSuper hires data strategy lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
... John Carver, appointed senior business planning lead within the strategy team. Previous roles include KPMG and Investment Trends, where he specialised in operations, strategy development and regulatory response projects for superannuation funds. Finally ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
A new report from State Street and Investment Trends found a record 25% of all new client inflows are placed into managed accounts. The proportion of advisers using them has more than tripled from 18% a decade ago to an equal record high of 56% now. ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... metric, the return for the investor is aligned with the other shareholders in terms of focus and assessing a return on investment." Ultimately, the analysis found that financial advice is still a profitable industry compared to other professional services ...

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... retirement to cover health, lifestyle, other living expenses and aged care costs," the report states. "These superannuation trends, combined with high asset wealth through the family home and other investments, mean increasingly people still have accumulated ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
Investment Trends research has revealed 11.8 million Australians have unmet financial advice needs, with high or unclear costs cited as the main obstacles. The research firm's latest Financial advice report indicated persistent barriers to accessing ...

GQG reports US$10.5bn increase in FUM

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... distribution platforms, we are in a dominant position to capture future flows in Australia. While I can't predict the macro trends of flows in any country, including Australia, I'm confident in our ability to remain a leader in the categories ...

Copia seals distribution partnership

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
Copia Investment Partners has won a partnership with HSBC Asset Management to distribute a strategy to retail investors. Copia will make the HSBC Global Infrastructure Equity Fund available to retail investors after it was launched to the institutional ...
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