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Showing 201 - 210 of 974 results for "Essential+"

Rest invests in agriculture fund

RACHEL ALEMBAKIS  |  MONDAY, 12 FEB 2024
Rest has invested in an agriculture-focused fund that focuses on sustainable farming, practices and companies. Rest has allocated capital to Cibus Fund II, which "focuses on delivering strong returns through investment opportunities related to the food ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
New research from Colonial First State (CFS) has found a significant proportion of Australians wish their superannuation fund offered financial advice, including many who already receive advice. The CFS Empowered Australian report, based on a survey ...

Advisers urged to check ASIC registration status

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
Despite the February 1 deadline fast approaching, the Financial Advice Association Australia (FAAA) says there's close to 6000 financial advisers who are still not registered with ASIC. Under the Financial Sector Reform (Hayne Royal Commission Response ...

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
Praemium's platform dedicated to the high-net-worth segment, Powerwrap, has lost $334 million in funds under administration (FUA) after a small number of financial advisers switched advice groups. The ASX-listed firm said the exit of advisers in the ...

Super viewed as lifeboat by Aussies: Survey

CHLOE WALKER  |  MONDAY, 15 JAN 2024
While experiencing financial strain today, most Australians are confident there's better times ahead because of their superannuation savings. An Essential Research survey of 1151 people, commissioned by the Super Members Council (SMC) in November, found ...

Zurich cleared by Federal Court in life insurance dispute

ANDREW MCKEAN  |  MONDAY, 8 JAN 2024
Zurich Australia has been cleared of breaching its duty of utmost good faith by the Federal Court, in a case connected to OnePath Life's avoidance of an income protection policy. The case marks ASIC's first attempt to impose a civil penalty under s13 ...

New enhancements to Expand, CFS Edge

CHLOE WALKER  |  THURSDAY, 14 DEC 2023
Insignia Financial (Insignia)'s flagship platform Expand Essential has made enhancements to its menu, while Colonial First State (CFS) has added new options to CFS Edge. Recent additions to Expand Essential include new multi-manager options MLC ...

GSFM to distribute Access Capital Partners offering to HNWs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
GSFM has partnered with Parisian firm Access Capital Partners (ACP) to distribute its European infrastructure and smaller buyout strategies to local wealthy investors and family offices. GSFM chief executive Damien McIntyre said the partnership will ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
Financial advisers are feeling energised by private markets as fund managers pave the way to make opportunities accessible not only to sophisticated investors but also retail clients more than ever. Diversification, enhanced returns, and improved accessibility ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
For new money, the current income landscape is the most attractive it's been in at least a decade, according to Morningstar chief investment officer Matt Wacher. Wacher, who shared his top investment ideas in Morningstar wealth's 2024 outlook report ...