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Showing 291 - 300 of 3535 results for "CORE"

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... Mahadeea said. "Over the coming months, we will be launching additional services and reaching out to more advisers to share our core belief that self-licensing is nothing more than removing a layer to allow advisers and practices to run their business ...

Perpetual Private awards $60m mandate

ELIZA BAVIN  |  FRIDAY, 21 MAR 2025
Perpetual Private has added the Osmosis Resource Efficient Core Equity Fund to its multi-asset, multi-manager programme, with an initial allocation of $60 million. The Osmosis Core Equity Fund targets a better risk-adjusted return than the MSCI World ...

Iress hires wealth tech experts

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... in aligning and evolving Iress' product and technology capabilities as we continue to focus on driving growth in our core wealth management business and delivering exceptional value to our clients through world-class advice technology." Last month ...

Wilson AM to launch first monthly LIC strategy

MATTHEW WAI  |  THURSDAY, 13 MAR 2025
... Maximiser portfolio will consist of an actively managed selection of high-quality, cash-generating stocks, complemented by a core allocation of investment-grade bonds... [and] helps reduce volatility while broadening the equity universe beyond a traditional ...

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an ...

ETF market dips but bright spots emerge

MATTHEW WAI  |  WEDNESDAY, 12 MAR 2025
... International Shares ETF (VGS); Global X Physical Gold (GOLD); Vanguard MSCI Index International Shares (Hedged) ETF (VGAD); iShares Core Composite Bond ETF (IAF); VanEck MSCI International Quality ETF (QUAL); Betashares Global Shares Currency Hedged ...

Apex on local hiring spree

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... has maintained an approach where all administration tasks are handled by the outsourced party. The same can be said for the core registry and associated digital offerings - due to difficulties in accessing data and incumbency outsourced firms have not ...

Dania Zinurova exits Wilson AM

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... thrive - Dexus's bread and butter is to develop, own and operate real assets, so it's aligned with its parent's core strengths. Zinurova said from a career perspective this is an opportunity to continue contributing to positive changes in ...

abrdn embraces letter 'E' again

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... that we presented the brand has been a bit of a distraction, and I want to remove that. I want us to focus very much on the core business, the strategy, and do the right thing for our clients," he said. The rebrand should not cost the group any money ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... million. During the six months, Wamsteker said Praemium launched Spectrum for high-net-worth (HNW) clients, repriced its core separately managed accounts (SMA), rebounded from the impact of adviser exits, restructured operations offshore and returned ...