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Showing 151 - 160 of 4015 results for "Personal"

Retail investors want true hedge fund exposure: Morningstar

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
... diversified, defensive exposure and potential sources of alpha. By considering strategy objectives and liquidity alongside personal risk tolerance, retail investors can thoughtfully include hedge funds as part of a broader portfolio," the analyst note ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
Financial advisers are moving to automate many business processes, but investment automation remains limited as they look to maintain control over decision-making. The AdviceTech 2025 Turning Data Into Growth report, based on over 300 financial advice ...

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
J.P. Morgan Asset Management (JPMAM) has partnered with Vanguard Australia (Vanguard) to launch four low-cost ETF models. The strategic asset allocation models include conservative, balanced, growth, and high growth options. The models are a low-cost ...

ETF adoption 'intensifies': VanEck

ELIZA BAVIN  |  WEDNESDAY, 8 OCT 2025
... Investing in cryptocurrency is also on the rise, with one in four advisers revealing they invest in it as part of their personal portfolio, however only 16% are currently invested or are considering investing on behalf of clients. Bitcoin remains the ...

Aware Super, TelstraSuper advance merger plans

KARREN VERGARA  |  TUESDAY, 7 OCT 2025
Aware Super and TelstraSuper have moved to the next stage of their merger plans, signing a binding Heads of Agreement to create an entity with nearly $235 billion in assets. Providing an update to its members, TelstraSuper chief executive Chris Davies ...

APRA warns of super fund sustainability challenges

JAMIE WILLIAMSON  |  THURSDAY, 2 OCT 2025
... more money when people leave the fund than they're gaining from the new members they do have coming in. CCSL Limited's Personal Choice Private Fund has the worst net rollover ratio at -45.4% over one year and -28.3% over three years. Just last week ...

Aware Super launches digital advice tool for retirees

ELIZA BAVIN  |  THURSDAY, 2 OCT 2025
Aware Super has launched a new digital advice solution to help members with retirement planning. The tool, named Retirement Manager, was designed in conjunction with Bravura Solutions. Aware Super said members can use the tool to determine how much ...

Entireti launches SMA, portfolio management service

ANGELIQUE MINAS  |  WEDNESDAY, 1 OCT 2025
... is designed to support all licensed and self-licensed practises within its network, which comprises Akumin, Fortnum, Personal Financial Services, and Entireti Alliances. Salita functions to streamline solutions for the implementation of investment advice ...

3500 advisers at risk as deadline looms

JAMIE WILLIAMSON  |  TUESDAY, 30 SEP 2025
... Advisers who are existing providers have until 1 January 2026 to meet qualifications standards to continue providing personal advice to retail clients. As of September 16, 7081 relevant providers hold an approved degree or qualification, 3966 are relying ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... operating, some 291 of which were made in relation to Dixon Advisory. The overwhelming majority of payments relate to personal financial advice, with close to $37 million so far paid to Dixon Advisory and Superannuation Services clients. This is followed ...