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Showing 11 - 20 of 1054 results for %22Invest Blue%22

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
Financial advice businesses must supercharge their capabilities, expand their capacity, and scale up to reach and serve more Australians. According to AZ NGA's paper, titled Ready or Not? A guide to building a super firm, the industry's current ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says. Optimum Pensions ...

Betashares launches cash plus managed fund

CASSANDRA BALDINI  |  MONDAY, 27 NOV 2023
... Last month, Betashares also introduced its FTSE 100 Currency Hedged, which aimed to offer local investors access to global blue-chip companies. The ETF tracks the AUD currency-hedged FTSE 100 Index's performance before fees and expenses. This index ...

Regal Partners buys stake in Taurus Funds Management

CASSANDRA BALDINI  |  WEDNESDAY, 1 NOV 2023
... built a highly experienced 23-person team, with a strong performance track record and proven fund-raising capability across blue-chip, US-based institutional investors." O'Connor explained that while Taurus funds will continue to operate under the management ...

Betashares launches currency-hedged FTSE 100 ETF

CASSANDRA BALDINI  |  TUESDAY, 31 OCT 2023
... Betashares has launched its FTSE 100 Currency Hedged ETF (H100) on the ASX, to provide local investors exposure to global blue-chip companies. According to Betashares, the ETF will track the performance of the AUD currency-hedged FTSE 100 Index, before ...

Private credit boom sweeps Australia

KARREN VERGARA  |  TUESDAY, 10 OCT 2023
... valuations, research insights Angela Lai said. "It is a very small market share, and within that if you talk about funds that invest only in Australia, that will be even smaller," she said. As interest rates climbed, Lai said a lot of banks are not so ...

New fund targets 'blue chips of tomorrow'

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2023
... after the manager identified attractive small companies in the process of running its Absolute Return Fund. The fund will invest in companies outside the S&P/ASX100 index and some pre-IPO equities, holding between 15 to 25 long equity positions at any ...

State Street implements first rebrand in 50 years

CHLOE WALKER  |  FRIDAY, 22 SEP 2023
... digital-first visual identity has been designed to reflect the company's innovation and "history of firsts." With bright blue colouring, it comprises a new logo of three lines, one straight and two curving upward. "Our new brand reflects our identity ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Ironbark, Invest Blue to create $64bn powerhouse

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
Ironbark Asset Management and Invest Blue have announced plans to merge, forming one of Australia's largest diversified financial services businesses. The merger is expected to be completed by the end of September, once finalised the newly formed ...