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Showing 1151 - 1160 of 5348 results for "Seek"

Next generation stands by family adviser: Survey

KARREN VERGARA  |  MONDAY, 8 MAY 2023
Nearly two out of three clients who will inherit family wealth tend to stick with their parent's financial adviser, a new study reveals. Nuveen's inaugural Wealth inheritor research study, which canvassed about 500 investors from the US, found ...

SEC charges duo over church-based fraud

JAMIE WILLIAMSON  |  FRIDAY, 5 MAY 2023
A man and his father-in-law were charged by the US regulator for running a $30 million Ponzi scheme in which they targeted churchgoers, gaining their trust with claims their wealth and success was due to divine intervention. According to the SEC, between ...

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
The Financial Advice Association Australia (FAAA) has supported the government's experienced adviser pathway proposal, though suggests the measure be better targeted. The proposal, opened to consultation last month, seeks to clarify the educational ...

ASX expands partnership program criteria

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
The Australian Securities Exchange is seeking stakeholder feedback for its CHESS Replacement Partnership Program as it updates the eligibility criteria for potential participants. The CHESS Replacement $70 million Partnership Program canvasses industry ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
The recent collapses of local financial advice startups Creativemass and TIQK indicate that the freewheeling days of venture capital funding is drawing to an end. Creativemass, a financial services software provider used by the likes of AMP and Bombora ...

Future Fund trumps market averages

ANDREW MCKEAN  |  FRIDAY, 28 APR 2023
The Future Fund has delivered a positive 1.1% return over the 12 months ending March 2023, surpassing the ASX (0.1%) and S&P500 (-7.7%). Future Fund Board of Guardians chair Peter Costello explained that as central banks, including the Federal Reserve ...

Investors flock to term deposits over equities

ANDREW MCKEAN  |  THURSDAY, 27 APR 2023
Australian investors are flocking to term deposits and away from equity funds, signalling a shift towards more conservative investment strategies. Plan for Life data revealed that Australian equities funds experienced a decline in net funds inflows ...

Future Fund revisits actively managed equity investments

ANDREW MCKEAN  |  THURSDAY, 27 APR 2023
Future Fund chief executive Raphael Arndt has reassessed the sovereign wealth fund's pivot away from actively managed equity investments. Arndt told the Australian Financial Review Alpha Live Conference that active Alpha-seeking strategies in the ...

MAX Awards 2023: Get voting

CASSANDRA BALDINI  |  MONDAY, 24 APR 2023
... the finalists of the 2023 Financial Standard MAX Awards - be sure to make yours count. Now in its 29th year, the MAX Awards seek to recognise individuals, teams and organisations in the financial services industry excelling in the fields of marketing ...

Finalists announced in 2023 MAX Awards

CASSANDRA BALDINI  |  FRIDAY, 21 APR 2023
... and organisations in the financial services industry excelling in the fields of marketing, advertising and sales. They also seek to highlight the important role these sectors play in educating the public and creating change, including increasing the ...