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Showing 1031 - 1040 of 17558 results for "Report"

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
A new report suggests that the adoption of retirement income philosophies and a new approach to risk profiling would see financial advisers better assist their clients in the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial advisers will need to improve public awareness to win over millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional ...

Institutional sales exec exits Ares Management

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
James Fleiter, a member of the institutional sales team at Ares Management Australia, has departed the company Fleiter was a relationship manager in the global client solutions group, where he focused on institutional client management for Australia ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
JP Morgan Asset Management has appointed a former Netwealth investment solutions executive to lead its high-net-worth individuals and family offices segment. Reporting to Mark Carlile, the asset manager's head of wholesale for Australia and New ...

Super moves: VFMC, QIC, Prime Super

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
Nikola Garevski has joined Victorian Funds Management Corporation as a senior equities analyst. Garevski landed at the $92 billion VFMC from AustralianSuper, where he was a senior risk analyst on an eight-month contract. Previously, he spent over four ...

HMC Capital bolsters insto team

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
David Di Pilla's HMC Capital has added another executive to its institutional team as it continues to bolster its position in the market. In her new role, Claire Van Schaik will be responsible for driving HMC Capital's unlisted institutional ...

CBA's 'Cinderella story' over: Analysts

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
Commonwealth Bank of Australia (CBA) delivered another strong half yearly result this week, reporting net profit after tax of $5.14 billion. Yet, despite the continued strong performance, analysts are highly conscious of how overvalued the bank might ...

ASX reports 'record' revenue for 1H25, lags in listings

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
The Australian Securities Exchange (ASX) has reported record operating revenue for its half-year result ending 31 December 2024. Following a turnaround year, the exchange saw its operating revenue surge 5.9% to $541.9 million from the previous corresponding ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... in thematic SMSF advice was released in June 2018, and ASIC said this project follows on from what it gathered from that report. ASIC said there are two main streams of work underway concurrently. These involved reviewing client advice files where SMSF ...

SMSFs outperform APRA funds over five years: Research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
New research shows that self-managed superannuation funds (SMSFs) outperformed APRA-regulated funds by 1.2 percentage points per annum in the five years to June 2023. According to research from the University of Adelaide's International Centre for ...