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Showing 1581 - 1590 of 9685 results for "Tech"

CFA Institute launches private markets, alternatives certificate

ANDREW MCKEAN  |  MONDAY, 18 SEP 2023
The CFA Institute has launched a private markets and alternative investments certificate to Australian investment professionals. The private markets and alternatives investment certificate is suitable for those aspiring to roles at general partner firms ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
The number of Australian investors holding more than $1 million of investable assets increased by 10,000 in the past year to 635,000, according to Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is ...

ClearView welcomes chief of staff

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
ClearView has appointed Sharon Leong to the newly created position of chief of staff. Leong will report to ClearView managing director Nadine Gooderick and work with the executive leadership team to oversee the execution of the group's refreshed ...

BNP Paribas reappointed as custodian for wealth platform

ANDREW MCKEAN  |  FRIDAY, 15 SEP 2023
BNP Paribas' Securities Services will remain custodian for HUB24, the platform rapidly gaining market share. As part of the renewed mandate, BNP Paribas will extend its local and global custody services to HUB4, continuing a partnership that began ...

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
Despite returning over 40% last financial year, Perpetual is terminating a six-year-old global equities fund. It will also shutter several Pendal funds in November. The Perpetual Global Innovation Share Fund was launched in June 2017 and invested in ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
Ironbark Asset Management and Invest Blue have announced plans to merge, forming one of Australia's largest diversified financial services businesses. The merger is expected to be completed by the end of September, once finalised the newly formed ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
The asset consultant has signed its first private wealth firm, diversifying its client base further. Typically advising institutions, Frontier has added South Australia's Perks Private Wealth to its books, advising the firm's investment committee. In ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
In the first half of 2023, 55% of Australian equity funds underperformed the S&P/ASX 200 index, according to the S&P Global SPIVA Australia Scorecard. But the S&P Global SPIVA Australia Scorecard - which measures the performance of actively managed ...