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Showing 11 - 20 of 154 results for "Paramount"

Advisers encouraged to embrace AI

ELIZA BAVIN  |  TUESDAY, 9 JUL 2024
... Despite these measures, 36% of advisers rate their practice's cyber-readiness as below seven out of 10. "Security is paramount in protecting client data and maintaining trust. Advisers are increasingly prioritising cybersecurity in their technology investments ...

Colonial First State reports strong super returns

ANDREW MCKEAN  |  THURSDAY, 4 JUL 2024
... some sectors such as commercial real estate." He also said managing the evolving macro-economic environment will be paramount in the coming year.

Systematic investing in fixed income: Critical success factors

JAMIE WILLIAMSON  |  MONDAY, 24 JUN 2024
... trades is a precondition for managing a portfolio's factor weights. And finding enough liquidity at attractive prices is paramount, because systematic strategies only execute trades if they pass tests for transaction-cost effectiveness."

Advisers shoulder massive wealth transfer

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... enough now and for the rest of their lives. Working more on what you can give while you're alive is becoming more paramount and more important with the cost-of-living pressures, and even help kids get into housing because this is a big issue in Australia," ...

Wollongong adviser wins Gwen Fletcher Memorial Award

KARREN VERGARA  |  FRIDAY, 31 MAY 2024
... you to apply yourself to a wide range of scenarios and strategies, while always keeping the needs and goals of clients paramount. I believe the program will continue to be a cornerstone in advancing the professionalism of our industry and meeting the ...

Australian Ethical, Infradebt to launch infrastructure debt fund

ANDREW MCKEAN  |  FRIDAY, 2 FEB 2024
... Australian Ethical on a product that will be integral to building Australia's green transition." "The energy transition is of paramount importance to our community, it will be complicated and challenging, and the fund will allow investors to access the ...

ANZ fined $900k over shares disclosure failure

CHLOE WALKER  |  MONDAY, 11 DEC 2023
... the fine was needed to "deter similar actions." Meanwhile, ASIC deputy chair Karen Chester said the fine confirms the paramount importance of continuous disclosure. "The penalty and remarks from the Judge are a clear and resolute message to ANZ and the ...

A-REIT strategies outperform G-REITs

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... sector, such as interest-rate risk and susceptibility to broader economic activities, to name a few," Le said. "It's also paramount to be mindful that passive strategies are generally not designed to offer downside protection when the relevant sector ...

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
... who are actively promoting the power of financial advice and literacy on a broader scale, believing this could prove paramount to the industry's sustainability. "By improving financial literacy and guiding people towards making better financial decisions ...

Super tax change to impact SMSF members: Research

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... executive Tony Mahar said farmers consider their land holdings as their primary retirement nest egg. "This practice is paramount in succession planning, where land assets are frequently transferred into SMSFs to facilitate retirement income for retiring ...