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Showing 261 - 270 of 1482 results for "Efficiency"

Balanced portfolios to reap rewards in 2024: UBS

CHLOE WALKER  |  TUESDAY, 9 JAN 2024
... annual returns 80-100 basis per year with 50-75 basis points less volatility." This significant increase in portfolio efficiency can drive additional long-term wealth creation, with a smoother ride, it added. When it comes to stock picking, Marcelli ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
... directly with a Macquarie consultant. "We know that advisers are busy and we're hearing that live chat is delivering efficiency gains for their businesses, as it removes the need for them to wait on the phone to speak to a consultant," Weber said. "In ...

Fee consent forms, FDS overhaul concerns FAAA

KARREN VERGARA  |  MONDAY, 18 DEC 2023
... anniversary date for fee consent and thus move the date of annual reviews is a concern, Abood warned, as it impacts advisers' efficiency and the ability to be fully client centric. "To realise efficiencies in this process, it is critically important ...

AMP revamps Jigsaw Advice Solutions

JAMIE WILLIAMSON  |  THURSDAY, 14 DEC 2023
... services, we are providing more practices with the support they need to achieve their business ambitions - be that growth, efficiency or exit." As at June end, there were 105 self-licensed advisers using Jigsaw's support services.

Bravura Solutions executes restructure

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
... solutions throughout the wealth value chain to help our clients unlock value, create scale and achieve operational efficiency gains."

Mercer fined $12m over advice failures

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... of financial services, Mercer is a substantial player in the Australian market for financial services. "... market efficiency, upon which consumer confidence rests, relies on reliability, good faith, fairness and honesty of conduct. These obligations ...

Small, large entity regulation needs balance: APRA

KARREN VERGARA  |  WEDNESDAY, 22 NOV 2023
... proportionality and the cost. We're thinking about safety and when we think about that [we] think about competition, efficiency, and contestability as part of that. That's how we frame the regulation that we've got," he said. "We have hard ...

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... introduce a solution that not only enhances support for advisers on the front line but also contributes to operational efficiency at the business level," Green said. The news comes as CFS added the GQG Partners global equity AUD hedged strategy on its ...

J.P. Morgan readies evergreen solution for wholesale market

ANDREW MCKEAN  |  MONDAY, 13 NOV 2023
... alternative investment opportunities to ensure that investors - and their advisers - enjoy greater flexibility, and efficiency. According to research from Rainmaker Information, J.P. Morgan's Australian arm has made strides in the "other assets" ...

VanEck launches AUD-hedged equity ETFs

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
... offering benefits such as targeting return outcomes, excluding 'junk' investments, and enhanced transparency and cost-efficiency. "In light of US equity valuations, particularly the S&P 500, investors are looking for hyper-selective strategies that consider ...