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Showing 151 - 160 of 1525 results for "Guide"

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... wealth management sector," White said. "Brendan has an exceptional reputation in the market and is the perfect appointment to guide our next stage of growth." Capital Haus was launched in Sydney in 2022, with the firm also has presences in Townsville. ...

New gig for JP Morgan's AI guru

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... scientists from Sydney." The appointment comes as asset managers increasingly rely on generative artificial intelligence to guide financial decisions, particularly stock selection. Hlavaty has 20 years of quantitative, machine learning and data analytics ...

ASIC recommends standards for virtual AGMs

ELIZA BAVIN  |  THURSDAY, 27 MAR 2025
The Australian Securities and Investments Commission (ASIC) has provided Treasury with a report after conducting an inquiry into companies holding virtual AGMs. As part of the report, the regulator made five recommendations, including that ASIC and ...

Tax rules clarified for managed investment trusts

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
The government will amend tax laws to clarify the treatment of managed investment trusts to ensure "legitimate investors" keep their concessional withholding tax rates in Australia. Federal Budget documents said that change complements the Australian ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
The Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network. The educational partnership provides My Dealer Services (MDS) adviser members with the "most up ...

Splintered globalisation a boon for AI, metals, EVs: PGIM

KARREN VERGARA  |  MONDAY, 24 MAR 2025
... rivalry. But two aspects of advanced chipmaking differ significantly from most other manufacturing processes and should guide investors' portfolio decision," the report read. While electric vehicles face steep tariffs in Europe and the US, BYD has growth ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
The long-awaited Tranche 2 of the Delivering Better Financial Outcomes draft package has been released, switching Statements of Advice for Client Advice Records and clarifying what topics super funds can collectively charge for. However, some elements ...

Study finds 5000 European ESG funds investing in fossil fuels

JAMIE WILLIAMSON  |  THURSDAY, 20 MAR 2025
Close to 5000 European funds being marketed as ESG hold interests in companies involved in fossil fuels, research shows. Close to 5000 funds being marketed as ESG in Europe hold interests in companies involved in fossil fuels, research shows. Analysing ...

TAL director named CEDA chair

ELIZA BAVIN  |  MONDAY, 10 MAR 2025
... said Bartlett brings a depth of experience across both the business and non-profit sectors, making her ideally placed to guide CEDA as it embarks on its new Progress 2050 vision for Australia's economic and social future. Bartlett is currently a non-executive ...

Active ETF issuance forebodes bigger market share: Expert

KARREN VERGARA  |  TUESDAY, 4 MAR 2025
... going to see the percentage of assets increase, which today is only about 7% globally." J.P. Morgan AM's newly released Guide to ETFs shows that the Australia and New Zealand markets collectively comprise US$151 billion of assets - some US$34 billion ...