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| | | ... performance," he added. De Beaulieu explained that the fund's sector positioning hasn't dramatically changed over the last few months, maintaining an overweight to financials and communication services while keeping an underweight to more growth orientated ... |
| | | | ... Hamilton Lane head of private wealth solutions Steve Brennan said the attention on private markets is unprecedented. "Just a few years ago, we would never have expected to see nearly 60% of advisers planning to allocate 10% or more of clients' portfolios ... |
| | | | The Australian Securities and Investments Commission (ASIC) has written to superannuation trustees urging them to strengthen anti-scam practices, or risk exposing their members to harm. The open letter, signed by ASIC commissioner Simone Constant, outlined ... |
| | | | ... Smith said after the client's death, the funds were meant to go to his brother, who was unaware of the entitlement and died a few years later, making his wife the rightful beneficiary. A complaint was eventually made to police, leading to Cubilla's arrest. ... |
| | | | ... eight of which are Nvidia alone," Gleeson said. "The US market has become reliant on big tech to drive returns in the last few years. It's perhaps a little early to call an end to the AI market narrative, but investors should be mindful that the US market ... |
| | | | ... Andrew Harding described him as "highly qualified" with a "distinguished career." Sullivan said he's keen to selectively add "a few more practices" to AdviceIQ's mutual ownership licensee structure, which he said, "fosters accountability and knowledge ... |
| | | | ... up-call that the futures of the vast majority of the global population are being crushed by the enormous wealth of a tiny few," Morgain commented. Conversely, the World Bank calculates that the number of people living in poverty has barely changed since ... |
| | | | The number of high-net-worth (HNW), core affluent, and mass affluent investors holding ethical and sustainable investments has roughly doubled over the past year, according CoreData. The CoreData research obtained by Financial Standard seeks to capture ... |
| | | | ... report from the Grattan Institute shows that Australians find the superannuation system and retirement planning frustrating and few retirees draw down on their retirement savings as intended, making it a "massive inheritance scheme" tilted in favour ... |
| | | | ... economy and expect stimulus measures to continue evolving in the year ahead. "A more benign regulatory backdrop compared with a few years ago is also constructive." European equities trade at a 5% discount to fair value - which, while not particularly ... |
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