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Showing 261 - 270 of 1718 results for "Profile"

Alium Capital enters wholesale market

CHLOE WALKER  |  THURSDAY, 6 JUL 2023
... the fund is unique in that it is not a lock up fund but allows investors daily applications and a quarterly liquidity profile. "There are very limited options for wholesale investors to access the pre-IPO space, particularly in technology, and we have ...

FSCP hands down second order, audits adviser

KARREN VERGARA  |  WEDNESDAY, 28 JUN 2023
... Furthermore, Mr. M recommended a high-growth investment portfolio in the new super fund despite the client's growth risk profile. "The SoA also contained retirement projections which had no basis in fact, and which the Sitting Panel is satisfied ...

BUSSQ dumps fixed interest, shares options

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2023
Following a review of its investment menu, BUSSQ opted to close two of its options last month. The $6 billion industry super fund has closed its Diversified Fixed Interest and All Shares investment options, citing lack of member demand. According to ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
An overwhelming number of investors believe ChatGPT will provide accurate financial advice, flagging they will lean on artificial intelligence as their trusted adviser in the future. According to the Investor Index study of 1100 UK investors with a ...

Managed fund research lead at Koda resigns

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... He was the wealth research manager at ANZ for more than three years before moving to Koda. In a 2018 Financial Standard profile, Coggins said his decision to join Koda stemmed from a conversation with Heath, who shared his vision for the firm. They also ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... Allianz Retire+ has appointed a national platform and research relationship manager, while also making a raft of high-profile appointments to its Retirement Advisory Board. Joining the Allianz Retire+ team as national platform and research relationship ...

AMP rolls out new North features

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
... portfolio valuation and asset allocations. It also allows advisers to include their clients' proposed target risk profile while performing an investment switch, while proposed asset allocation can be reviewed against the client's risk profile. ...

Super planning remains top adviser focus this EOFY: Podcast

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... $500,000, can we carry for that unused cap space? If I get the client to log into their myGov account and look at the ATO profile, is that going to be correct around how much carry forward to cap space they do or don't have? He further highlighted ...

Australian Ethical selects new administrator

ANDREW MCKEAN  |  THURSDAY, 15 JUN 2023
... addressable market for responsible investing, and simultaneously see operating leverage emerge in the future earnings profile of the business." The super fund subsequently chose GROW, citing its shared commitment to innovation, and the potential for ...

APAC now most active region for VC: Data

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
APAC venture capital (VC) assets under management climbed to $1.21 trillion in September last year, surpassing North America's $1.04 trillion. According to Preqin's Alternatives in APAC 2023 report, since the pandemic, APAC has overtaken North ...