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Showing 221 - 230 of 3160 results for "Rather"

CBA's 'Cinderella story' over: Analysts

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... an imminent sell-off, being a rotation into resources or a systemic crisis. "Asset managers have been allocating to CBA rather than the large-cap miners due to China's economic challenges, however this could unwind quickly," he said. "In the event ...

Industry fund insurance bungle adds fuel to mounting outrage

ANDREW MCKEAN  |  THURSDAY, 13 FEB 2025
... the case." He said Rest should've done everything in their power to get things over the line as painlessly as possible, rather than putting their client's family through this stress. "To me, its unforgivable. Seeing it firsthand - people struggling while ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... "One of the standout benefits of direct indexing is its potential for tax optimisation. By owning individual securities rather than a fund, advisers can implement tax-loss harvesting strategies more effectively," Persky said. "This involves selling securities ...

Independent financial planning boutique opens in Brisbane

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... two years at Morgans, Scarrabelotti left, citing that she preferred to help clients with their entire financial situation rather than providing scoped advice. "What I wanted to give my clients is more encompassing," she said. For now, Scarrabelotti said ...

BUSSQ loses legal bid to overturn additional licence conditions

ANDREW MCKEAN  |  MONDAY, 3 FEB 2025
... must also be made public. Judge Sarah Derrington suggested BUSSQ may have pursued a judicial review as a tactical move rather than the most appropriate legal avenue, potentially to prevent APRA from addressing procedural flaws. BUSSQ said it was disappointed ...

System Capital joins Fidante stable

JAMIE WILLIAMSON  |  MONDAY, 3 FEB 2025
... strong, competitive position. "Our fund is not constructed with a specific investment thematic or qualitative overlay. Rather, we look to take advantage of structural winners and losers within specific industries to deliver absolute returns," Margolin ...

The regulatory pendulum has swung too far: FSC

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... align with consumer expectation, noting that 80% of the compensation paid under the CSLR covers foregone capital gains rather than actual losses. This means consumers who saw their investments grow can still claim compensation if they would've achieved ...

Best Australian share funds of 2024: Mercer

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
... Hyperion structures its portfolios with the security weightings determined by forecasted long-term risk adjusted returns rather than index weightings. Without an index constraint, it added, the fund can focus on its clients' requirement of long-term ...

FOMC holds rates as Chalmers boasts 'our inflation is lower'

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... with a jobs market that appears to be tightening," Bloxham said. "[The] data increases the chance of a cut in February, rather than Q2, which is our central case. We see the tightening jobs market making it a close call."

ASIC calls out super trustees over 'weak' anti-scam practices

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... associated with scams. "For example, they focused on confirming that the person requesting the transfer was the member rather than looking for flags to indicate that the member may have been tricked," Constant said. In addition, ASIC said trustees did ...