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Showing 1401 - 1410 of 8465 results for "Managed"

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
With more than half of Australia's financial advisers now using managed accounts, State Street ETF model portfolio strategist Sinead Schaffer says their popularity is only going to continue to rise. Speaking with Financial Standard, Schaffer said ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... to play in ensuring a feeling of control. "The challenge for advisers is therefore to understand what risks need to be managed for pre-retiree clients and what that means for advice practices, portfolio construction frameworks and investment decisions." ...

From strength to strength: GQG Partners

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
... 2021 and US$88 billion at year end 2022. Abernethy said this is a phenomenal result, particularly as GQG's Australian managed funds are benchmarked against the MSCI ACWI ex Tobacco and the MSCI EM ex Tobacco index's which fell approximately 18% ...

HUB24 inflows slow amid challenging market dynamics

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... clients. "The enhanced ESG functionality provides advisers with access to data-driven insights and metrics for selected managed funds and more than 350 Australian listed securities," HUB24 said. "This additional capability complements HUB24's innovative ...

Diverger acquires cyber technology firm

JAMIE WILLIAMSON  |  TUESDAY, 17 JAN 2023
Diverger has acquired Priority Networking, an outsourced managed technology service provider with a network of 130 accounting and financial advice firms. Priority Networking ensures the technology infrastructure of firms is operating efficiently, compliant ...

Industry fund tops personal super tables

ANDREW MCKEAN  |  MONDAY, 16 JAN 2023
... options. Meanwhile, the worst performing personal super options were predominantly from retail funds. Zurich SP - Zurich Managed Growth EF (0.6% p.a.), SSMPPS - Smartsave Balanced (1.5% p.a.) and FirstChoice WPS - FirstChoice Wholesale Diversified (1.9% ...

BlackRock rethinks fundamental equities, PMs depart

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2023
... clients in the fund will benefit from a broader Australian equities exposure, with a similar high-conviction approach, managed by a well-resourced team of 19 investors that have a long-standing performance track record, and received the highest ratings ...

ETF industry poised for growth: BetaShares

ANDREW MCKEAN  |  THURSDAY, 12 JAN 2023
... Australian ETF review said. The Australian ETF industry had $13.5 billion of net inflows in 2022. In contrast, Australian managed funds had their worst year on record with -$26.8 billion net outflows. Further, ETFs have received higher flows than unlisted ...

AAT upholds AFSL cancellation

CHLOE WALKER  |  THURSDAY, 12 JAN 2023
... ASIC's decision to cancel the AFSL of Olive Financial Markets Pty Ltd (Olive). Between 2013 and 2018, Olive operated both a managed discretionary account (MDA) service and a superannuation rollover business. In March 2020, ASIC cancelled the AFS licence ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... of manager research ratings Annika Bradley said. "Morningstar does not expect any impact with the ratings it assigns to managed investments with this change and analyst assigned pillars and research work will take precedence over the algorithm." Ratings ...