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Showing 291 - 300 of 1796 results for "Returned"

Dimensional launches Aussie fund to NZ market

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2023
... in more than 430 companies. About 25% is in financials, 22% in materials, and 12.2% in industrials. The strategy has returned 10.04% since inception.

Morningstar manager selection services lead exits

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
... technical manager and senior financial planner before moving to BT Financial Group as its head of technical services. He then returned to CBA in September 2007 where he was an executive manager of research for the next 11 years before joining Morningstar. ...

Skynet adviser stole $10.2m: Court

KARREN VERGARA  |  THURSDAY, 28 SEP 2023
... Indonesia, Mexico, Costa Rica, Panama, Nicaragua, Sri Lanka, and Singapore. He was arrested on 25 October 2022 when he returned to Australia and has been in remand since. Nugara pleaded guilty to 37 charges and faces the maximum penalty of 20 years' ...

Australia's wealth gap deepens: Report

CHLOE WALKER  |  WEDNESDAY, 27 SEP 2023
... was a story of two steps forward, and two steps back when the increased payments were withdrawn, and income inequality returned to close to pre-pandemic levels." Left unchecked, growing wealth inequality threatens to exacerbate and entrench generational ...

ASIC fines fintech for misrepresenting crypto product

CASSANDRA BALDINI  |  WEDNESDAY, 27 SEP 2023
... loans was passed on to Bobbob customers. When customers withdrew from the product, their investment (plus interest) was returned in AUD. The regulator said to market the product, the Bobbob website featured an infographic comparing the interest rates ...

Trading platform pays $830k over suspicious trades

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2023
... said. This is because the orders were entered or amended late in the CSPA; were for a very small volume and value; they returned or held the price for OCC to or at the high of the day; and they were inconsistent with the client's previous trading throughout ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... conducted between June and July in which 1531 high-net-worth investors (HNWIs) participated. It shows Australia's HNWIs have returned to 2021 levels following a short-lived decline last year to 625,000. The study found those with $2.5 million - $5 million ...

Adviser exam records 73% pass rate

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2023
The latest sitting of the financial adviser exam returned a 73% pass rate. The August sitting saw 205 candidates attempt the exam. Of these, 150 passed. About 72% of the candidates were sitting the exam for the first time, ASIC said. The 150 candidates ...

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
... World Net Total Return Index (AUD) before fees and taxes over rolling three-year periods. In the year to June 30, it returned close to 44% before fees. As at July end, it had about $75 million in funds under management. The management fee was 0.99% and ...

Future Fund posts 6% return

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
The nation's sovereign wealth fund returned 6% in FY23, with chief executive Raphael Arndt saying markets are under-pricing economic and geopolitical risks. The total funds now invested by the Future Fund stand at $256.2 billion, inclusive of the $60 ...