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Showing 91 - 100 of 8748 results for %22Strategy%22

New caps can increase super contributions: SMSFA

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... mark - yet they still see value in their SMSF, appreciating they are a genuine platform for their retirement savings strategy. For those who opt to take their money out of superannuation because of this change, Heffron flagged issues that must be considered ...

Advisers should have an AI plan: Netwealth

CHLOE WALKER  |  THURSDAY, 22 FEB 2024
... ways for financial advisers to make the most of AI in their businesses. He said the first step is to have a vision or strategy. "What I mean by that is don't use technology for technology's sake," Braun said. "It's easy to get caught up with ...

ASX issues first corporate bond, underwritten by Westpac

ANDREW MCKEAN  |  THURSDAY, 22 FEB 2024
... and chief executive Helen Lofthouse said. This initiative is a key component of the ASX's adaptable capital management strategy, she added.

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... product, those choices are absolutely fundamental to Australians being able to tailor and customise their investment strategy to their own needs of their own retirement," he said. Research commissioned by the SMSF Association found the new tax could ...

Iress reports $137m loss in 'challenging year'

ANDREW MCKEAN  |  WEDNESDAY, 21 FEB 2024
... plans to further "optimise costs" in FY24. Iress also announced the completion of a review of its capital management strategy, focusing on sustainable earnings, debt and leverage reduction, reinvestment in research and development, and dividend policy. ...

Global X ETFs appoints new chief executive from Goldman Sachs

ANDREW MCKEAN  |  WEDNESDAY, 21 FEB 2024
... Sachs executive Ryan O'Connor as its new US chief executive, effective April 8. O'Connor will lead the firm's strategy, revitalise its product suite, and manage its team. Prior to joining Global X, O'Connor was head of ETF product at ...

Link, The Trust Bank progress acquisition

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
... year, which was up 14% on the prior period. Link Group managing director Vivek Bhatia said: "Our business simplification strategy is now complete with the sales of our banking and credit management (BCM) business and fund solutions (FS) UK and Ireland ...

Janus Henderson makes two senior appointments

KARREN VERGARA  |  TUESDAY, 20 FEB 2024
... market, with a high-quality distribution team, and these appointments reinforce that our people form the backbone of our strategy as a firm. Craig's continued development into the head of retail research role shows our career pathways continue to provide ...

Funds SA hires ESG expert

ELIZABETH FRY  |  MONDAY, 19 FEB 2024
... Before the study break, she worked at Duxton Capital in the ESG team, where she led the development and implementation of strategy across listed and unlisted markets. That job involved collaborating with industry groups on human rights and natural capital. ...

Family offices choose private credit: Survey

CHLOE WALKER  |  MONDAY, 19 FEB 2024
... take: sentiment is really negative, and we think investors might want to consider the benefits of a call spread option strategy to maintain some exposure if they are reducing their direct cash exposures to public equities in China at current valuations." ...