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Showing 1541 - 1550 of 17569 results for "Report"

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... turning to active management or manager selection to diversify portfolios, according to the latest UBS Global Family Office Report. The report, which compiled insights from 320 family offices with an average net worth of US$2.6 billion and covering over ...

Financial services workers eye earlier retirement

KARREN VERGARA  |  THURSDAY, 23 MAY 2024
Men and women who work in financial services intend to retire earlier compared to the average worker, new data from the Australian Bureau of Statistics (ABS) reveals. Men who work in the finance and insurance industries intend to retire at 64 years ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
... proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without advisers is at an all-time high of 475,000. Adviser use has dropped to an all-time low of ...

PrimaryMarkets launches new financial adviser channel

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
PrimaryMarkets has launched a new channel aimed at making alternative investments more accessible to financial advisers and their clients. The platform affords advisers and their client's access to a spectrum of investment opportunities, including unlisted ...

Fidelity confirms active ETFs to launch in coming weeks

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAY 2024
After receiving approval from unitholders to create a new class of units for several of its funds, Fidelity International will launch four active ETFs by June 3. Earlier this month, Financial Standard reported Fidelity's plans to expand its range of ...

ASIC cancels Everest Asset Management's AFSL

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2024
ASIC has canned the AFS Licence (AFSL) of the asset management firm linked to a massive money-laundering operations. Everest Asset Management, which was licensed to service wholesale clients, will no longer be operational. ASIC said it revoked the AFSL ...

Industry fund merger postponed

ANDREW MCKEAN  |  TUESDAY, 21 MAY 2024
Mine Super and TWUSUPER have reported "significant progress" towards their merger, but it has been pushed back. In a joint statement, the super funds announced that their merger to form TEAM Super has been rescheduled from early 2024 to early 2025. ...

Private markets demand cools: bfinance

KARREN VERGARA  |  TUESDAY, 21 MAY 2024
... strategies appears to be waning as capital raisings fail to keep pace with the frenzied demand in 2023. According to a new report from bfinance, Manager intelligence and market trends, global private markets raised just US$289 billion in the first quarter ...

Principal launches new fund

ELIZA BAVIN  |  TUESDAY, 21 MAY 2024
... portfolio management services, for both affiliated and third-party separate account capital across multiple sectors. Patel will report directly to Everett. "Private infrastructure debt can play a key role in portfolio construction for institutions and ...

COVID helped to reduce inequality: Productivity Commission

ELIZA BAVIN  |  TUESDAY, 21 MAY 2024
... inequality increased later in the pandemic period as the economy recovered and government support was phased out." The report found that wealth inequality fell across the pandemic period, but that it is on the rise again. "Some lower-income Australians ...