Search Results | Showing 11 - 20 of 166 results for "Managed investments" |
| | | ... complaints with 847. AMP Financial Planning received 30 complaints and Commonwealth Financial Planning received 17. Managed investments also received a hefty number of complaints at 289, making up more than half of complaints in the investment and advice ... |
| | | | ... revenue drop 24.6% to $1.8 billion. "The 2024 financial year was one of changing portfolio mix as we actively managed investments and pursued opportunities in private equity, credit, and emerging companies," Barlow said. "We saw strong performance across ... |
| | | | ... 12 year-long bull market has generated strong client interest for passive investment products over actively managed investments, and flows have favoured 'growth-style' funds, which tend to generate strong relative performance in these bull markets," ... |
| | | | ... complaints were CMC Markets Stockbroking, Prospero Markets (now in liquidation), and eToro. This is followed by managed investments (24.3%), and superannuation non-trustee related issues (12.2%), and timeshare and strata title schemes (3.5%). This story ... |
| | | | ... in the article. Many super funds are guided by ESG policies that screen controversial weapons for actively managed investments - but not for passive strategies. TelstraSuper, for example, maintains a general investment exclusion for manufacturers of ... |
| | | | ... individuals are seeking to attain this freedom through liquid forms of wealth like savings, equities, and managed investments. "We've traded off that [homeownership] in order to get superannuation or to provide other sources of income and wealth," ... |
| | | | ClearView will solely focus its efforts on life insurance after flagging that it found a buyer for its managed investments business as it also continues to review the future of its superannuation fund. Human Financial, an investment management and technology ... |
| | | | ... research ratings Annika Bradley said. "Morningstar does not expect any impact with the ratings it assigns to managed investments with this change and analyst assigned pillars and research work will take precedence over the algorithm." Ratings applied ... |
| | | | ... the capability to link up to six family-accounts. Meanwhile, Expand Extra clients will have access to more managed investments; most of the listed investments in the S&P All Ordinaries Index, plus several NAB term deposits. MLC Life Insurance has been ... |
| | | | ... consumers, especially as they plan and make decisions for retirement, with a focus on superannuation products, managed investments, and financial advice. The report said around 11.7% of member accounts with superannuation funds currently belong to members ... |
|