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Showing 1381 - 1390 of 9279 results for "wealth"

Quality is worth paying for in 2024: UBS

CHLOE WALKER  |  THURSDAY, 23 NOV 2023
To navigate the year ahead, UBS Global Wealth Management's chief investment office (CIO) team believes investors should look to quality stocks and bonds for positive returns. Outlined in its recent Year Ahead 2024 report, the UBS CIO team said as interest ...

Praemium plummets on weak financial outlook

ANDREW MCKEAN  |  THURSDAY, 23 NOV 2023
... projected revenue margin decline and higher operating costs announced at yesterday's 2023 annual general meeting. The wealth platform updated its financial outlook indicating that its average revenue margin has decreased from 0.27% in the second ...

Macquarie brings long-awaited ETFs to market

CHLOE WALKER  |  WEDNESDAY, 22 NOV 2023
... ex-Australia Index (in AUD unhedged) with net dividends reinvested, investing in companies capable of generating sustained wealth over the long term. MAM ETF investment strategist Blair Hannon, who was poached in September from Global X ETFs to head ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... (WTL) will acquire Millennium3 Financial Services (M3) from Insignia Financial for $2 million. Under the deal, M3's 140 wealth and personal risk insurance advisers, operating in more than 75 privately owned practices across the country, will come ...

Robo-adviser reaches US$50bn milestone

KARREN VERGARA  |  MONDAY, 20 NOV 2023
While the local robo-advice industry flounders, Wealthfront has hit a record high of more than US$50 billion ($77bn) in assets under management, catering to 700,000 investors. The US robo-adviser boasted that as it continues to diversify offerings ...

Bell Financial Group welcomes group head of sales

CASSANDRA BALDINI  |  MONDAY, 20 NOV 2023
... personal superannuation solutions and third-party clearing services, Bell FG said. Saunders moves across from NAB Private Wealth after over 13 years with the banking giant. His most recent position was serving as the regional director for the northern ...

AFCA tightens wholesale investor remit

KARREN VERGARA  |  FRIDAY, 17 NOV 2023
... there are two categories - wholesale and sophisticated. That can be further broken down into four categories, which is by wealth, by professional investor status, investment amount, and by knowledge and experience," he said. "What's confusing about ...

ClearView offloads chunk of Centrepoint Alliance stake

CASSANDRA BALDINI  |  FRIDAY, 17 NOV 2023
... identification, due diligence, integration, and management of interests in financial services distribution businesses, in this case, wealth management services." Earlier in the week, COG scrapped its bid for Diverger, citing concerns that shareholders ...

Institutional investor tips $30m into new Mantis offer

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
... head Damien Hatfield said that this fund fills the void of allocation to alternative assets which make up to 15% of the wealth manager's asset allocation with little bona fide hedge fund product choice. The unit trust is available to wholesale clients ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
HUB24's new Discover offering is aimed at early-stage wealth accumulators and later-stage retirees, providing cost-effective access to a streamlined selection of managed portfolios. The Discover offering, now available on HUB24 Invest, Super and Pension ...