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Showing 2001 - 2010 of 14210 results for "Interest"

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
... seeing people directly benefit from managed accounts, as 41% say it's an appropriate solution to meet their clients best interest obligations." She added that those have used managed accounts for four years or more have larger average client inflows ...

Taskforce exposes rising dangers for retail investors

ANDREW MCKEAN  |  FRIDAY, 31 MAR 2023
... report revealed a steady increase in retail investor participation in capital markets since 2020, driven by prolonged low-interest rates, rising inflation, technological advancements, and demographic shifts. Unforeseen disruptions, like the COVID-19 ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... adviser roadshow that the advice profession has spent a better part of 10 years progressively weeding out conflicts of interest, putting itself in a position where it's a profession and a recognised profession. "[It] stands to reason that you, as ...

ASIC bans Gold Coast adviser

CHLOE WALKER  |  FRIDAY, 31 MAR 2023
... financial adviser of National Advice Solutions, was banned by ASIC in December last year for failing to act in the best interest of his clients. Following the ban, however, Matai applied to the Administrative Appeals Tribunal (AAT) seeking a review and ...

Canadian pension fund buys Aussie spud farm

CHLOE WALKER  |  FRIDAY, 31 MAR 2023
... Teachers' Pension Plan Board (OTPP) and its Australian agriculture subsidiary, AustOn Corporation acquired a majority interest in potato growing giant Mitolo Family Farms. With more than 50 years of operations, Mitolo Family Farms is the category leader ...

Australian Retirement Trust names investment strategy lead

ELIZABETH FRY  |  FRIDAY, 31 MAR 2023
Damian Lillicrap, ART's head of strategy for the QSuper portfolios, will depart the fund after 13 years. His departure follows the appointment of Andrew Fisher as head of the investment strategy for both the super savings and QSuper portfolios. ...

We sit at a watershed moment: Paton

CHLOE WALKER  |  THURSDAY, 30 MAR 2023
... unemployment, inflation is forecast to soften but remain above the Reserve Bank of Australia's targets, and the terminal interest rate setting seems to be within one or maybe two final returns. "After recent events, perhaps we're already there," ...

UBS swaps out chiefs amid Credit Suisse acquisition

CASSANDRA BALDINI  |  THURSDAY, 30 MAR 2023
... at hand is an urgent and challenging one," he said. "In order to do it in a sustainable and successful way, and in the interest of all stakeholders involved, we need to thoughtfully and systematically assess all options." Ermoitti added he is conscious ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... absolute worst period because as soon as they adopted those strategies that ran well for a while, inflation then spiked up, interest rates went up, and their strategy just didn't do well," he says. Rupal Bhansali, chief investment officer for Ariel Investments ...

Retail super fund pulls the plug

ANDREW MCKEAN  |  WEDNESDAY, 29 MAR 2023
Following a series of successor fund transfers, the Aracon Superannuation Fund is set to be wound up. Spread across four divisions - ARA Retirement Fund, Xplore Super and Pension, Oracle Superannuation Plan, and Elevate Super - Aracon Super holds $590 ...