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Showing 1161 - 1170 of 11010 results for "Account"

UK forewarns Australia on wholesale test changes

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
After recently backflipping on changing its high-net-worth investor (HNWI) tests, the UK serves as a cautionary tale for Australia as it mulls overhauling its own wholesale investor thresholds. The UK government introduced new HNWI and sophisticated ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
The number of self-managed super funds (SMSFs) using advisers has reached a new low, with the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without ...

Financial services firms concerned about attracting staff

ELIZA BAVIN  |  WEDNESDAY, 22 MAY 2024
The majority of both Australian employers and employees are concerned about their company's ability to attract skilled talent this year, research from Robert Half found. The research suggested what companies are offering fails to meet candidates' expectations. ...

NovaPort Capital team calls it a day

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2024
... the bulk of which was held in the Smaller Companies offering on behalf of retail investors. Institutional mandates only account for about $55 million. Over three years, the NovaPort Microcap Fund outperformed its benchmark, the S&P/ASX Small Ordinaries ...

Private markets demand cools: bfinance

KARREN VERGARA  |  TUESDAY, 21 MAY 2024
Investors' appetite for private market strategies appears to be waning as capital raisings fail to keep pace with the frenzied demand in 2023. According to a new report from bfinance, Manager intelligence and market trends, global private markets ...

Principal launches new fund

ELIZA BAVIN  |  TUESDAY, 21 MAY 2024
... leadership in origination, underwriting, and portfolio management services, for both affiliated and third-party separate account capital across multiple sectors. Patel will report directly to Everett. "Private infrastructure debt can play a key role ...

Seven fund managers scoop up First Sentier mandates

KARREN VERGARA  |  MONDAY, 20 MAY 2024
... represents about 7% of the Australian-based workforce. A smaller number are impacted in the UK and US. The four units account for 5.8% of FSI's AUM out of its total $238 billion (as at 31 December 2023), meaning about $14 billion will leave the firm. ...

Australian Unity appoints general manager of social infrastructure

ANDREW MCKEAN  |  MONDAY, 20 MAY 2024
Australian Unity has appointed Darren Dawson, an experienced executive in sustainable finance and ethical investment, as its social infrastructure funds general manager. Dawson will oversee the management of Australian Unity's social infrastructure ...

NEOS names retail, strategic sales leads

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2024
... Nathan Caccamo has been appointed to the position of business development consultant, joining from Marsh where he was an account executive. He brings previous experience as a life insurance adviser with Compare Club.

Social media influencers charged for promoting shady investments

ANDREW MCKEAN  |  FRIDAY, 17 MAY 2024
... Timlin, and The Only Way Is Essex stars Lauren Goodger and Yazmin Oukhellou were allegedly paid to promote an Instagram account, @holly_fxtrends, to their collective 4.5 million followers. This now-deleted account was doling out advice on trading complex ...