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Showing 1261 - 1270 of 17564 results for "Report"

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... "benefit massively" from advice, and it's the adviser's job to demonstrate this value from the outset of the relationship. The report also highlighted the importance of demonstrating value and building trust to foster "quality advice relationships." ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
Clime Investment Management continues to overhaul its board, filling two seats shortly after the sudden exit of three directors last week. Clime announced Henry Davis and its chief investment officer Will Riggall have joined the board following the ...

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
... of the combined investment and super fund research program to financial advisers and platforms across Australia. He will report to Zenith managing director Jason Huddy, commencing in the role November 11. Zenith said Kennaway has a wealth of experience ...

GSFM hires retail business head

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... who will join the multi-boutique from Warakirri Asset Management. Ben Williams officially starts on October 21 and will report to GSFM chief executive Damien McIntyre. He replaces Stephen Fletcher, who was in the role for nearly 17 years, and moves over ...

HUB24 share price, FUA skyrocket

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
HUB24's funds under administration (FUA) hit $113 billion at the end of September while its share price jumped 400% in the last five years. Inflows and the current bull market continue to bolster the platforms business. It recorded net inflows of $4 ...

Best and worst performing ETFs revealed

ELIZA BAVIN  |  MONDAY, 14 OCT 2024
... and worst performing Australian ETFs have been identified in new analysis by InvestSMART in its inaugural ETF Scorecard report. The report provides a ranking of ETFs based on their performance to 31 August 2024. The best performing ETF was the Betashares ...

ASIC cancels fewer AFSLs in FY24

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
... ASIC cancelled or suspended 239 AFS licences (AFSLs) in the 2024 financial year, which is 9% lower than the prior period. Report 797 Licensing and professional registration activities, which tracks licensing and professional registration activities ...

ASX listings dwindle as companies abandon public markets

ANDREW MCKEAN  |  FRIDAY, 11 OCT 2024
... on the Australian Securities Exchange (ASX) has plummeted over the past year, according to its latest monthly activity report. The ASX saw a decrease of nearly 100 listings over the past year, signalling reduced participation in public markets. This ...

Netwealth FUA soars, names new chief financial officer

ELIZA BAVIN  |  THURSDAY, 10 OCT 2024
Netwealth has reported a record quarterly increase in funds under administration (FUA) of $7.4 billion bringing total FUA to $95.4 billion thanks to new inflows and positive market movements. Total funds under management (FUM) also rose an impressive ...