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ESG overhaul for SSGA ETFs

JAMIE WILLIAMSON  |  WEDNESDAY, 1 DEC 2021
... research undertaken by SSGA showing that about 50% of young investors are looking for ESG ETFs and expect to invest over the next 12 months. From an adviser perspective, data released last week shows financial advisers are seeking more information in ...

UniSuper, Australian Catholic Super exploring merger

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... our members with a niche fund and scale, well positioned to continue to secure the financial futures of our members." The next stage in the merger process would be a Heads of Agreement, not expected until the second quarter of 2022. "UniSuper does not ...

Count Financial adds advice firm

KARREN VERGARA  |  TUESDAY, 30 NOV 2021
A Victorian financial advice business is the latest to join Count Financial, making it the 23rd addition to the group this year. Financial Momentum will become part of Count Financial on December 1. The family business, with a team of four financial ...

Seven West Media backs Raiz

CHLOE WALKER  |  TUESDAY, 30 NOV 2021
... strategic investments, we believe by leveraging the power of our media assets across Seven West Media we can help drive that next leg of growth for Raiz, building greater brand trust, awareness and adoption across Australia," he said.

Industry fund chief steps down, successor named

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... to embed this merger, set Spirit Super on its path to future success and hand over to someone else to take the fund to the next stage." Following an extensive search, QSuper's chief of member experience Jason Murray has been selected to succeed Turner. ...

New investment head at First Sentier

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
... management staff by 2033. He will replace Perry Clausen, who will retire from the role of chief investment officer early next year.

Perpetual launches active ETFs

ELIZABETH MCARTHUR  |  MONDAY, 29 NOV 2021
... commenced trading on the ASX today. GIVE is the first in what Perpetual says is a suite of Active ETFs it intends to launch. Next in the pipeline is the Perpetual Global Innovation Share Fund (Managed Fund) (ASX: IDEA). "We have been looking forward ...

Marketech partners with Chi-X Australia

CHLOE WALKER  |  MONDAY, 29 NOV 2021
... best online trading platform for retail and wholesale investors, giving access to Chi-X Australia was a natural and seamless next step." Chi-X Australia is the country's second largest stock exchange and competes across equities, indices and derivatives ...

Advisers optimistic for 2022: Research

JAMIE WILLIAMSON  |  FRIDAY, 26 NOV 2021
Financial advisers expect Aussie equities to deliver capital gains of 3.5% over the next 12 months, according to new research. The latest study from Investment Trends shows financial advisers are much more optimistic about local shares than they were ...

JANA adds three new GM roles

JAMIE WILLIAMSON  |  THURSDAY, 25 NOV 2021
... collective commitment to JANA and our clients. Their expertise and insight are unparalleled, and we are excited about this next chapter to recalibrate and deliver even greater returns and experiences for our clients," Lamborn said.