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Showing 1 - 10 of 673 results for %22New Investment Trends%22

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

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... improved," she said. In Australia, several trends are already in motion, particularly in enhancing the client experience. "New cohorts of investors are challenging firms to reimagine and reinvent the way that they interact with them. Two-thirds of investors ...

Janus Henderson acquires NBK Wealth, Tabula Investment Management

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... manager said in its Q1 2024 results that NBK Wealth's private investment team (NBK Capital Partners) will join the firm as its new emerging markets private capital division, responsible for advising and managing alternative investment funds. Janus Henderson ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... financial advisers using the platform, the total growing 17% year on year. In February, HUB24 launched a prototype of the new Class and NowInfinity client portal. The platform also signed 42 new distribution agreements in the quarter. Last April, HUB24 ...

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
... private equity for institutional investors, family offices, and private wealth managers. Dixon said the attraction of his new role is the diversity of deal flow, analysing non-core sectors, a smaller team and less red tape. "I think people from core ...

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
AustralianSuper has made a series of new hires, including a head of data strategy, analytics and insights. Having wrapped up a lecturing gig, Gregory Hill has returned to corporate life as head of data strategy, analytics, and insights at the $300 billion ...

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
... fee-paying clients are severely affecting financial advice practices' bottom line and ultimately drag business valuations, a new analysis reveals. The latest Advice practice acquisition, sale & valuation guide from Centurion Market Makers highlights ...

Taskforce suggests aged care funding be based on personal wealth

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... taxpayers is declining as the population ages. The taskforce said it has made its recommendations with the aim of not creating new or exacerbating existing intergenerational equity issues. It has therefore recommended older people make a co-contribution ...

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... thematics such as managed accounts, cash, and retirement solutions. "All platforms have again delivered a significant scope of new functionality over the last 12 months," Investment Trends said. The report also commended AMP North as the "most improved" ...
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