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Showing 241 - 250 of 1299 results for "Values"

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... management align with Natixis Global Asset Management's Durable Portfolio Construction approach. Moreover, IML shares our core values of consistency, transparency and always putting clients first." To date, Australian retail investors have been able ...

Government must do more after product failures: FSC, SCA

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  FRIDAY, 1 SEP 2023
... investment options fail, also criticised the test as it "does not account for personal investment decisions aligned to values and beliefs." "We encourage our members to speak to a financial adviser before considering whether to make a change to their ...

Russell adds to sustainable managed portfolios

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
... Managed Portfolios, Russell Investments is catering to those investors and advisers who wish to invest according to their values," Russell head of adviser and intermediary solutions in Australia Neil Rogan said. The new options give retail and wholesale ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
... said. It comes as Integro's agricultural client base is increasingly asking about how to equalise their estates. "Land values have trebled in the last three years, so farmers are now considering how to equalise their estates," Gilmour said. "As long-term ...

Platform comparison fintech launches

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
... digitised software that can bring a more holistic approach to the Best Interest Duty by looing looks at clients' needs and values that goes beyond fees," he said. The first step for an adviser is to determine a client's needs and input this information ...

Lonsec appoints new investments leadership

CHLOE WALKER  |  THURSDAY, 10 AUG 2023
... manager, multi-asset portfolios, after five years at BlackRock. "I am excited to have Nathan join Lonsec as his shared values, investment experience and leadership qualities make him a great fit for our team," Baker said. "I am looking forward to working ...

Hejaz debuts Australia's first Islamic pension product

ANDREW MCKEAN  |  WEDNESDAY, 9 AUG 2023
... and hassle-free to set up an Islamic super account and account-based pension that aligns with members' beliefs and values. Under each of the three investment options on offer, we're targeting returns which match industry benchmarks. We emphasise ...

Charter Hall REIT cops $198m loss

KARREN VERGARA  |  TUESDAY, 8 AUG 2023
... profit in the year prior. The loss stemmed from $41.3 million of asset devaluations, reflecting a 5% decline on prior book values. The portfolio is worth $781 million and invests in commercial real estate landscape, particularly in convenience retail ...

Commercial property deals stuck at 2011 levels

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2023
... Sydney market, typically most traded, was fifth most traded in the first half. "In the first significant write-down in values for offices, the MSCI/Mercer Australia Core Wholesale Monthly Property Fund Index showed that annual capital growth for office ...

HUB24 unveils new data feeds

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
... platform can obtain a holistic view of their clients' asset allocation simply by adding in other investments such as property values, other Australian or international shares, private equity funds or even collectibles such as art or wine," Apps said. ...