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Showing 1301 - 1310 of 9279 results for "wealth"

Fund selectors harbour AI bubble fears, affirm belief in its longevity

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
... fine-tuning strategies with tactical adjustments within asset classes. The survey also highlighted a decade-long effort by wealth managers to balance active and passive investments, with a current allocation of 64% to active and 36% to passive. With ...

BlackRock appoints Aussie head, builds out NZ business

CHLOE WALKER  |  THURSDAY, 8 FEB 2024
... to report to Andrew Landman, who was appointed deputy head of APAC, head of Southeast Asia and Oceania, and head of APAC wealth in January. Collins will have oversight of all commercial and operational aspects of the Australian business and will also ...

Insignia Financial names chief executive

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
... likely to nab the role. It will be a return of sorts for Hartley, who has previously worked in corporate and institutional wealth at MLC/NAB Wealth, which is now part of Insignia. Hartley was most recently chief executive of AMP's short-lived Australian ...

Novigi completes QMV Solutions deal

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2024
... and Vanguard Super. It said QMV Solutions is a complementary business that will deepen its ties to the superannuation, wealth management and related technology sectors as Australia's pool of super savings grows. The deal also includes QMV Legal, which ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... diversified portfolios tailored to the specific goals and risk tolerance of our clients. Our advisers are dedicated to devising wealth management plans and investment strategies to enhance financial wellbeing," Euroz Hartleys head of advice Amanda Boyce ...

BlackRock iShares adds to factor ETFs

JAMIE WILLIAMSON  |  MONDAY, 5 FEB 2024
... advisers and investors to capitalise on market volatility and build more resilient portfolios," BlackRock Australasia head of wealth Chantal Giles said. "Style investing enables investors to adjust their portfolio allocations for different points in ...

SMSFA prepares delegates for major super tax reform

KARREN VERGARA  |  MONDAY, 5 FEB 2024
The SMSF Association is urging the wealth management sector to embrace learning opportunities at this year's National Conference, particularly as major reforms such as the $3 million superannuation tax changes loom. The SMSFA will host its flagship ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
Scarcity Partners has bought into an $8 billion asset manager that caters to private wealth firms. Scarcity acquired a 30% interest in Evidentia Group but did not disclose the dollar value. Evidentia works with private wealth firms to build investment ...

Oaktree's local head of distribution resigns

ELIZABETH FRY  |  MONDAY, 5 FEB 2024
... stake in Oaktree - have hired Pragun Babhoota to look after relationships in Australia. Babhoota joins Brookfield Oaktree Wealth Solutions from Fidante Partners, where he held a senior distribution manager role in its high-net-worth and private wealth ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... Zealand Superannuation Fund (NZSF), has been excluding investments in Elbit since 2012. The world's largest sovereign wealth fund, Norway's $2.4 trillion Government Pension Fund Global, has excluded Elbit since 2009 for reasons of "other particularly ...