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Showing 1901 - 1910 of 18261 results for "Plan"

Fund manager injects $28m in Stockspot

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2023
Robo-adviser Stockspot received a $28 million funding boost from a global fund manager that will see it expand its capabilities in the precarious digital advice landscape. Mirae Asset Global Investments announced its "major strategic investment" in ...

Retail investors ready to dive back in: Survey

CHLOE WALKER  |  WEDNESDAY, 16 AUG 2023
... listed companies, and 73% they have confidence in the overseas capital markets." Ghandar said investors feel it's easier to plan for rising interest rates than snap lockdowns and international crises and the unknowns they bring. About 17% of investors ...

Institutional investor pumps $750m into Qualitas fund

CHLOE WALKER  |  WEDNESDAY, 16 AUG 2023
... Notwithstanding these factors, the undersupply of housing is a key driver of tight rental vacancy levels and an increase in off the plan apartment sale prices in certain areas with deep supply shortage. "This has assisted sponsors in restarting projects ...

Veteran adviser cops permanent ban

KARREN VERGARA  |  TUESDAY, 15 AUG 2023
ASIC permanently banned a financial adviser who has been advising for 34 years after an investigation found, among other violations, that he misappropriated funds and dealt in derivatives without the proper authorisations. Donald James Cuthbertson ...

Super funds prime distributor of death, TPD cover

CHLOE WALKER  |  TUESDAY, 15 AUG 2023
... question as to why directly sold insurance has such a small market share," Rainmaker said. Nevertheless, Rainmaker analysis of Plan for Life data shows direct premiums have grown at a rapid 5.9% per annum through the past five years. Therefore, in Rainmaker's ...

MFS appoints new country head

CASSANDRA BALDINI  |  TUESDAY, 15 AUG 2023
MFS Investment Management has appointed Josh Barton as managing director and head of Australia and New Zealand, replacing Marian Poirier. Barton is currently responsible for leading the firm's sales efforts involving institutional investors in Australia ...

Fiducian eyes IFAs, South Australia for inflows

KARREN VERGARA  |  MONDAY, 14 AUG 2023
... independent financial adviser (IFA) market and its South Australian presence to bolster its inflows as it sets an ambitious plan to exceed its performance reported in the 2023 financial year. The ASX-listed group's latest full-year results saw net ...

Investors recoup $3m in first Caddick payout

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
Investors duped by fake financial adviser Melissa Caddick were paid $3 million, as distributed by liquidators Jones Partners. The distribution emanated from realised share portfolios and the sale of Caddick's Dover Heights property that she resided ...

Super tough sell for First Nations people: Podcast

CASSANDRA BALDINI  |  FRIDAY, 11 AUG 2023
In the latest episode of the Financial Standard podcast, First Nations Foundation chief executive Phil Usher says superannuation is inadequate for meeting the needs of all Indigenous Australians, adding that change is needed to ensure better future ...

ASX-listed firms partner for financial education

KARREN VERGARA  |  FRIDAY, 11 AUG 2023
... financial advice. "We need new ways of educating Australians to improve their financial literacy and confidence. Helping plan for their future is too important a goal to just ignore," Clime chief executive Annick Donat said. "The aim of My Financial ...