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Showing 1 - 10 of 1106 results for %22Investment Trends%22

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... the impact that will have on future propositions. But Deloitte partner Juanita Knights said at the Stockbrokers and Investment Advisers Association (SIAA) that the Australian industry remains cautious due to the lingering effects from the Royal Commission. ...

Janus Henderson acquires NBK Wealth, Tabula Investment Management

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... acquired the wealth management arm of the National Bank of Kuwait, NBK Wealth, as well as European ETF provider, Tabula Investment Management. The US$353 billion asset manager said in its Q1 2024 results that NBK Wealth's private investment team (NBK ...

Aussies underestimate life insurance's importance: Investment Trends

ANDREW MCKEAN  |  TUESDAY, 30 APR 2024
... perception among Australians of life insurance as a crucial component of financial stability, according to an Investment Trends Consumer Insurance Needs report. The report said out of the 20 million adult Australians, 6.7 million have some form of life ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... migrated during the quarter. Between $1.7 billion and $3 billion of FUA is due to migrate in the June quarter. Investment Trends named HUB24 as the best full-function platform in 2023, narrowly beating Netwealth. Praemium, BT Panorama, and Mason Stevens ...

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
Luke Dixon, the former research and investment strategy lead at AMP Capital, has joined RW Capital as the head of institutional capital and research. The White family office, led by the head of the Ray White Group, invests in direct lending, real estate ...

Evolution of investment operations spurs new recruitment trends

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2024
With demand for experienced investment operations talent outstripping supply, local employers are increasingly looking offshore for candidates with end-to-end skillsets. It's also impacting salaries. According to insights from Kaizen Recruitment, investment ...

AustralianSuper hires data strategy lead

ELIZABETH FRY  |  TUESDAY, 2 APR 2024
... John Carver, appointed senior business planning lead within the strategy team. Previous roles include KPMG and Investment Trends, where he specialised in operations, strategy development and regulatory response projects for superannuation funds. Finally ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
A new report from State Street and Investment Trends found a record 25% of all new client inflows are placed into managed accounts. The proportion of advisers using them has more than tripled from 18% a decade ago to an equal record high of 56% now. ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... metric, the return for the investor is aligned with the other shareholders in terms of focus and assessing a return on investment." Ultimately, the analysis found that financial advice is still a profitable industry compared to other professional services ...

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... retirement to cover health, lifestyle, other living expenses and aged care costs," the report states. "These superannuation trends, combined with high asset wealth through the family home and other investments, mean increasingly people still have accumulated ...
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