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Showing 1231 - 1240 of 12383 results for "May"

Mercer Super cops landmark $11.3m greenwashing penalty

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
... confidence in ESG claims made by providers of financial products and services. "As is the case in many other industries, consumers may place great importance on ESG considerations when making investment decisions. Any misrepresentations in relation to ...

Most Australians proactively retire: Research

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
... planning, and choice were revealed as crucial for retirement enjoyment and wellbeing. "Proactively choosing how and when to retire may be the secret ingredients to wellbeing in our golden years. The findings demonstrate that feeling empowered to choose ...

J.P. Morgan expands ETF suite

MATTHEW WAI  |  THURSDAY, 1 AUG 2024
... the new addition to the suite, JPMAM chief executive Andrew Creber pointed out that the combination of its three strategies may also prove beneficial for investors. "For those who are seeking income, or income with lower volatility or simply to diversify ...

Inflation rises but RBA hike not inevitable

ELIZA BAVIN  |  WEDNESDAY, 31 JUL 2024
... highly unlikely that the RBA will increase rates next week, but we are not out of the woods. Unless inflation falls, the RBA may still need to hike rates this year, and we are a long way from a rate cut," Chesler said. "The RBA has previously stipulated ...

ASIC proposes cash equity clearing and settlement rules

ANDREW MCKEAN  |  TUESDAY, 30 JUL 2024
... clearing and settlement of cash equities," the paper said. "Given the systemic importance and evolving nature of CS services, we may consider additional requirements in due course to address any material changes to the operating environment or market ...

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ...

London-based boutique opens fund to local investors

ANDREW MCKEAN  |  MONDAY, 29 JUL 2024
... its Uncorrelated Strategies Fund to Australian investors. The Uncorrelated Strategies Fund, which was launched in the UK in May 2022, aims to deliver positive uncorrelated returns in normal market conditions and outsized returns during periods of "extreme" ...

Future Fund hires Fortlake investments deputy

ELIZABETH FRY  |  MONDAY, 29 JUL 2024
... research at CLSA. Fortlake has been building its investment team since its tie-up with Colonial First State that was finalised on May 30. Under the terms of the deal, CFS will get 12% of future revenue and, in return, will assume back-office functions ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... open the lines of communication with their children on important wealth matters, such as inheritance and estate planning. It may even empower them to support their children financially, which we know from AMP's previous research they're keen ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
... ESG or value-alignment investing. Finally, advisers should embrace technology within their operations as pricing pressures may supress margins as clients become more cost-conscious and seek low-fee alternatives for simplified investment strategies and ...