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Showing 311 - 320 of 3616 results for "Limited"

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
... for active managers. In Australian REITs, the likelihood of active managers to outperform the average passive fund is limited by higher management costs. There are fewer than 50 REITs listed on the ASX. "Fewer than three out of every four available active ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... advice space gradually in recent years, having first sold Count Financial and then allowing Commonwealth Financial Planning Limited-Pathways advisers to transfer elsewhere. It also wound up its Financial Wisdom licensee and transferred part of its salaried ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...

ACCC urges parliament to pass new merger laws

ELIZA BAVIN  |  MONDAY, 4 NOV 2024
... breach Australian Consumer Law but that causes real harm to consumers," she said. "Many small businesses and consumers have limited bargaining power in their dealings with large businesses, making them more susceptible to unfair trading practices that ...

Cbus implements senior redundancies

ANDREW MCKEAN  |  THURSDAY, 31 OCT 2024
... "retain key talent." The research house noted that senior team turnover comes as Cbus' board has been caught by its limited independence and strong union ties, with three members being "forced off the board" in August amid corruption allegations ...

Morningstar flags governance issues, leadership turnover at Cbus

ANDREW MCKEAN  |  TUESDAY, 29 OCT 2024
... Morningstar said. The research house added that senior team turnover comes at a time when Cbus' board has been caught by its limited independence and strong union affiliations, with three members resigning from the board in August following corruption ...

Euroz Hartleys Group names managing director

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... stepping up from managing director and head of institutional sales of the group's main operating subsidiary Euroz Hartleys Limited. He has been with the company for 13 years. Bunney is also a member of the Stockbrokers and Investment Adviser Association's ...

Advisers share winning intergenerational wealth strategies

ANDREW MCKEAN  |  THURSDAY, 24 OCT 2024
... with her own kids about what people in that age group are looking for. "The biggest challenge is fees-when clients have limited means, it's tough to charge accordingly. That's an area we're still exploring, often treating these relationships on more ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... their circumstances compared to those without one. Most unadvised Australians may also face financial setbacks due to a limited understanding of issues like bracket creep (79%) and the proposed superannuation concession changes (87%). This gap narrows ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... widely used in financial advice practices, but for a long time, the number of investment models practices can use has been limited, noting that many practices face restrictions when setting up their own separately managed accounts (SMAs), often due to ...