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Showing 1681 - 1690 of 8107 results for "Total"

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
... private wealth space, the income manager said. He was most recently head of retail at IML, a role he held for 13 years. In total he spent 17 years at IML before departing earlier this year. He has spent about 25 years in business development, including ...

Qualitas secures $440m for debt fund

CHLOE WALKER  |  FRIDAY, 30 SEP 2022
... of this new commitment, Qualitas' funds under management (FUM) has grown to approximately $5.33 billion, representing a total net growth of 25% since June 30. Qualitas said the deal represents a clear demonstration of the ability of the real estate private ...

Court dismisses CBA, CFS conflicted remuneration case

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... people to CFS's Essential Super between July 2013 and June 2019. Under an agreement, CBA was entitled to 30% of the total net revenue derived by CFS from the product every financial year. In total, this amounted to about $22.7 million over nine payments. ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... institutions. The open banking connections provided by Envestnet | Yodlee allow advisers to access a view of their client's total financial lifecycle. Lumiant co-founder and global chief executive Santiago Burridge said: "When it comes to advice ...

GQG Partners rolls out dividend income fund

CHLOE WALKER  |  THURSDAY, 29 SEP 2022
... option for Australian investors," he said. "Our aim with this strategy is to bring better downside protection and potential total return to existing income focused portfolios." The fund has already received an initial research rating of 'Recommended' ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
... around, 76% of candidates were attempting it for at least the second time. The sitting saw a pass rate of 52%, bringing the total proportion of advisers to pass the exam to 92%. Following the results, it was estimated about 500 advisers would not have ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... asset management and said its usage to manage non-custodial investment has remained steady for most advice firms with a total of 26.7%. Uptake has increased with AdviceTech Stars to 51.2% from 34.1% meaning usage of this technology has the potential ...

Super members switching options amid uncertainty

CHLOE WALKER  |  WEDNESDAY, 28 SEP 2022
... have switched to a more conservative risk profile in the past six months in a bid to safeguard their retirement savings. In total, this year has seen almost 20% of super members make a change to their risk profile, 11% of them taking a more conservative ...

Acquisitions underpin WT Financial Group results

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
... that you've got your pricing proposition, perfecting your asset and drive profitability," he said. WTL further reported total revenue was up 664% to $103.63 million from FY2021 $13.56 million. It had an underlying operating loss of $998,000 and wrote ...

Managed funds industry records $16bn net flows

ANDREW MCKEAN  |  TUESDAY, 27 SEP 2022
... through net flows of 2.3%, according to the Rainmaker Information Wholesale Managed Funds Net Flows report. However, the total market decreased by 4.3% or $29 billion, from $681 billion to $652 billion, primarily due to negative financial markets and ...