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Showing 101 - 110 of 697 results for "Investment products"

HNW population sees biggest decline in decade

CHLOE WALKER  |  WEDNESDAY, 7 JUN 2023
... third of the 95 wealth management executives surveyed in 14 markets said they plan to add more alternative investment products to portfolios in the coming year. "Alternative investments (other than digital assets) yielded restrained enthusiasm from risk-averse ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN  |  TUESDAY, 23 MAY 2023
... firm was found negligent in its responsibility to evaluate a client's aptitude for trading in high-risk investment products like contracts for difference (CFDs). The firm lacked appropriate processes to ensure that only proficient clients, who understood ...

Liontrust, GAM to create $100bn fund manager

KARREN VERGARA  |  FRIDAY, 5 MAY 2023
... Sanderson commented that the combined business "will have a strong balance sheet, a broader array of excellent investment products, and a global distribution footprint from which to deliver growth that our shareholders can participate in the future." ...

Issuers must lift DDO game: ASIC

CASSANDRA BALDINI  |  THURSDAY, 4 MAY 2023
... the design and distribution obligations (DDO). Since last July, ASIC has placed interim stop orders on 26 investment products from 18 issuers which totals $6.6 billion in funds backed by retail investors. These actions resulted in 12 issuers amending ...

Mantis Funds wins new distribution mandate

CHLOE WALKER  |  MONDAY, 3 APR 2023
... focus on the more manageable and realistic goal of making that future just a little bit less uncertain. "These investment products are built acknowledging that whilst we don't know where the market is going, we are able to say with a high level of ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... broader long-term interests and likely circumstances. Rick Di Cristoforo, Morningstar director research and investment products for Australia and New Zealand, said that ASIC 175 urges advisers to understand their research provider's business model. ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
... Securities continues to win market share and grow, "the unanticipated reduction in marketing of new specialist investment products in the current period" has resulted in a $500,000 decrease in EBITDA year on year. "Whilst our short-term result is well ...

Australians neglecting their retirement: Super fund

CASSANDRA BALDINI  |  WEDNESDAY, 11 JAN 2023
... revealed one in five or 20% invested for the first time in shares, ETFs, NFTs, cryptocurrency, super or other investment products, while 14% have increased the amount they invest since the pandemic started. "Despite an increase in new methods of investing ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... remain separate and be available as historical data points, Morningstar said. "In an environment where managed investment products are growing fast at 11% per year globally, the scaled ratings system will allow us to leverage the best of our qualitative ...

ASIC takes civil action against Firstmac

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... court action filed earlier this month against American Express. Firstmac distributes term deposits and other investment products, including interests in Firstmac High Livez (High Livez) a registered managed investment scheme. Under the DDO, ASIC said ...