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Showing 291 - 300 of 1618 results for "Series"

Astute Wealth alleges copyright breach

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
... financial planning client engagement platform AstuteWheel. Astute claims that Lumiant's Confidence questionnaire, a series of financial health questions on its platform, has "substantially the same words as almost all of the text" in AstuteWheel's ...

AMP North adds portfolios

ANNABELLE DICKSON  |  TUESDAY, 13 JUL 2021
... range to 11. The range of PMPs includes the first values-based sustainable managed portfolios in the market a portfolio series which combines index and active management. "Advisers and their clients can expect further managed portfolio releases through ...

Perks looks within for directors

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
In a series of promotions, the South Australian wealth advisory firm has appointed two directors and an associated director to its leadership team. Kerry Bosnich and Fiona Gordon have both been promoted from associate director to director. Bosnich joined ...

Economic recap: Week to July 2

BENJAMIN ONG  |  MONDAY, 5 JUL 2021
... Adelaide (1.6%), Melbourne (1.5%), Darwin (0.8%) and Perth (0.2%). The AiG Performance of Manufacturing index rose to a new series high of 63.2 points in June for its ninth straight month of above-50 reading indicating expansion. All seven activity indicators ...

Super funds back space travel

KARREN VERGARA  |  THURSDAY, 1 JUL 2021
... firms Blackbird and Main Sequence are among the co-investors with the super funds in the latest round of capital raising. Series C funding has raised $61 million. The super funds did not disclose how much they each contributed. Three years ago, the start-up ...

UK pension funds pushed to merge

JAMIE WILLIAMSON  |  MONDAY, 28 JUN 2021
... sub-£100 million workplace pension schemes to justify their existence. From October this year, these plans must pass a series of value-for-member tests. If they fail the tests and fail to take immediate action, they will be forced to wind up and merge ...

Chief economist update: How do you solve a problem like Australia's housing?

BENJAMIN ONG  |  WEDNESDAY, 16 JUN 2021
... billion to $8293.2 billion this quarter. This, according to the national statistician is "the largest rise on record for this series. The mean price of residential dwellings in Australia was $779,000 up from $739,900 in the December quarter 2020". Duh! ...

Macquarie sweeps Investment Leadership Awards

KARREN VERGARA  |  FRIDAY, 11 JUN 2021
... Holdings - IOOF MultiMix Growth Trust Multi-Asset - Flexible Asset Allocation Atrium Investment Management - Atrium Evolution Series - Diversified Fund AEF 5 ESG - Australian Equities Australian Ethical Investment - Australian Ethical Shares Fund Wholesale ...

LIC restructures to ETMF

ELIZABETH MCARTHUR  |  THURSDAY, 10 JUN 2021
... portfolio managers regretted their decision. This was because by 22 March 2017 the LIC was trading at a 13% discount. After a series of buybacks and options and a merger proposal from Sandon which suggested MA1 be liquidated to cash and taken over at ...

Platinum launches investment bond

KANIKA SOOD  |  TUESDAY, 1 JUN 2021
... Management also recently signed up for inclusion in the investment bond structure, via Generation Life's tax optimiser series.